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Employees can now save in a 401(k) by using a credit card

November 7, 2018

Spending and saving are kind of like oil and water — they don't mix well together. But one company is trying to link credit-card spending to increased retirement savings, and financial advisers are taking notice. Earlier this year, EvoShare...

Following the money is getting harder for 401(k) plan advisers and sponsors

November 7, 2018

It's interesting that transparency and the seemingly unquenchable desire for lower fees among 401(k) and 403(b) plan sponsors have driven some providers to find new ways to fund their services. But the consequences of these actions could fuel...

Jackson National to settle 401(k) self-dealing lawsuit for $4.5 million

November 5, 2018

Jackson National Life Insurance Co. has reached a $4.5 million settlement in a self-dealing lawsuit that alleged the company profited at the expense of its employees by adding high-cost proprietary investment funds to its 401(k) plan. The settlement...

Future retirees focus on taxes

November 1, 2018

In the past, retirees relied on their accountants for tax advice. But future retirees increasingly are looking to their financial advisers for guidance on how to maximize their spendable retirement income by minimizing their taxes, according...

IRS raises 2019 401(k) contribution limit to $19,000

November 1, 2018

The Internal Revenue Service announced Thursday cost-of-living adjustments to limits on contributions to retirement plans for 2019. The agency's limit on annual employee contributions to 401(k)s, 403(b)s, most 457 plans and the federal government's...

Near-retirees get a Halloween scare

October 31, 2018

Who needs to watch reruns of "Friday the 13th" horror movies for cheap Halloween thrills? A quick glance at the financial news, including the heart-stopping 900-point swing in the Dow Jones Industrial Average in intraday trading Monday, is enough...

New court ruling could put retirement assets from a divorce at risk in bankruptcy

October 30, 2018

Financial advisers should reconsider how they treat retirement assets clients acquired during a divorce, following a recent lawsuit that puts them at risk during a bankruptcy, according to tax and estate experts. In this particular case, Brian...

Fidelity ramps up 401(k) managed account distribution

October 25, 2018

Fidelity Investments is trying to expand its reach into the 401(k) managed account market. The firm has made a number of changes to its managed accounts over the past year and a half, including the addition of more financial planning elements...

Unintended fiduciary consequences of 401(k) fee compression

October 24, 2018

The Employee Retirement Income Security Act was enacted in September 1974. The Securities and Exchange Commission abolished fixed-rate commissions on trading in May 1975. These were the twin fire-starters of fee compression, and the flame continues...

Here's how the 401(k) world will evolve over the next three years

October 23, 2018

The financial services industry moves at a snail's pace, set up to resist change and repel outsiders. The last major disruptors were Charles Schwab and Vanguard Group's John Bogle, both very old men now. But the 401(k) world is about to change...

DOL proposes rule to broaden retirement plan coverage

October 22, 2018

The Department of Labor has proposed a rule aimed at boosting the number of small employers that offer retirement plans to their workers, an issue that has dominated national discussions on retirement policy and prompted President Donald J....

401(k) record keepers seek new revenue streams to 'save themselves'

October 17, 2018

Record keepers of defined-contribution plans have begun seeking new sources of revenue, largely to defray relentless fee compression that's squeezing their bottom line, according to retirement plan advisers. Record keepers, which track participant...

Captrust acquires $1.4 billion wealth shop

October 16, 2018

Captrust Financial Advisors has acquired FCE Group, a $1.4 billion advisory firm based in Lake Success, N.Y., building on its multiyear strategy to expand revenues from wealth management operations. FCE Group, whose legal name is First Capital...

Providing incentives for annuities within retirement plans

October 15, 2018

TIAA was founded 100 years ago by Andrew Carnegie to provide college professors with retirement income through employment-based annuities. This was an innovative concept for the time, predating the Social Security system by two decades. The...

Fidelity sued again for 401(k) plan mismanagement

October 11, 2018

Fidelity Investments Inc. has been sued by participants in its company 401(k) plan for alleged self-dealing that caused the firm to profit at the expense of its employees saving for retirement. The lawsuit filed against Fidelity — Moitoso...

Sweeping retirement legislation is likely coming soon

October 2, 2018

Sweeping retirement legislation appears to be on the way. With more than one-third of private-sector employees lacking access to retirement plans, there is strong bipartisan support for action to make plans more accessible and enhance features...

Another 403(b) plan sponsor beats back fee lawsuit

October 1, 2018

Washington University in St. Louis has won the dismissal of a lawsuit alleging it caused employees participating in the school's 403(b) plan to pay excessive fees for record keeping and investment management. Judge Ronnie L. White, who oversaw...

House approves retirement-savings bill that eases use of annuities in workplace plans

September 27, 2018

Legislation approved by the House of Representatives Thursday would make it easier for employers to include annuities in workplace retirement plans. The provision, which clarifies how firms can satisfy their fiduciary responsibilities when selecting...

401(k) adviser reliance on provider subsidies isn't wise

September 26, 2018

Most elite 401(k) plan advisers rely heavily on providers to subsidize their sales and marketing budgets. This decision has helped advisers' bottom lines in the short term — especially as the demand for service increases and fees decline —...

DOL set to propose rule on open MEPs

September 25, 2018

The Department of Labor is set to formally propose a rule seeking to expand access to workplace retirement plans, less than a month after President Donald J. Trump issued an executive order calling on the agency to do so. The Labor Department...

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