Results for "403(b) plans"

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Retirement chatbot tells the real story about investors' greatest retirement questions

December 6, 2018

If clients could ask any single question about retirement without any fear of judgment or embarrassment, what would it be? Contrary to what many advisers think, or hope, investing advice is far from their top concern. What people really want...

Vestwell and BNY Mellon partner on 401(k) plans, auto-IRAs

December 5, 2018

Bank of New York Mellon Corp. and robo-adviser Vestwell Holdings Inc. have inked a deal to partner on workplace retirement programs such as 401(k) plans and auto-IRAs. Under the partnership, Vestwell will serve as the technology backbone underpinning...

BB&T settles 401(k) lawsuit for $24 million

December 4, 2018

Branch Banking and Trust Co. will pay $24 million to settle a lawsuit alleging it profited from its 401(k) plan at the expense of its employees, one of the largest settlements to date reached by a financial firm involved in such litigation....

Richard Neal: the new face driving retirement policy in Washington

December 6, 2018

Retirement policy will have a new face in Washington next year, and that could mean major changes to the 401(k) industry. Rep. Richard Neal, D-Mass., will become chairman of the House Ways and Means Committee when Democrats take control of the...

Here's where elite 401(k) advisers are focusing their energy

December 5, 2018

Elite retirement plan advisers, the ones most specialized in retirement plans, are primarily focusing on referrals and financial wellness to grow their practices and better service clients. Based on new research conducted by The Retirement Advisor...

Annuity and mutual fund interests at odds over 401(k) disclosures

November 29, 2018

A fight is breaking out over retirement legislation that the U.S. Congress is trying to jam through before year's end, pitting insurance and mutual fund groups, as well as large 401(k) providers, against each other. The rancor concerns just...

Large broker-dealers expand how they work with small 401(k) plans

November 28, 2018

Large brokerage firms are giving more attention to how their financial advisers do business with small 401(k) plans. Firms such as UBS Wealth Management Americas, Raymond James, LPL Financial, Morgan Stanley Wealth Management, Merrill Lynch...

Congress tries to jam through retirement legislation by year-end

November 27, 2018

Congress is making one final push to get retirement legislation passed by the end of the year, with provisions promoting more 401(k) plan formation and greater use of annuities hanging in the balance. Kevin Brady, chairman of the House Ways...

HUB International in talks to buy Sheridan Road, a $14 billion hybrid retirement plan group

November 16, 2018

Sheridan Road Financial, an advisory firm overseeing about $14 billion in retirement plan assets, is in talks to be acquired by insurance brokerage Hub International, according to two sources with knowledge of the discussions. The deal hasn't...

Vanguard rolls out HSAs for 401(k) participants

November 15, 2018

Vanguard Group will start offering health savings accounts to its defined-contribution-plan clients, the retirement-plan record keeper and asset manager announced Thursday, capitalizing on the increased popularity of HSAs. Vanguard, the largest...

Millennials are a growth engine for 401(k) advisers

November 7, 2018

If only millennials had more money, they would be at the top of every investment adviser's list of target markets. Today, millennials (born from 1982 to 2000 and numbering 83 million in the U.S.) comprise one-quarter of the U.S. population and...

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...

Are 401(k) advisers operating like Amazon?

November 7, 2018

Most retirement plan advisers don't have the competitive advantage that they think they do. While the competitive advantage of those who specialize in retirement plans versus those who do one-off plans has gotten wider, the gap among specialists...

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...

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...

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...

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....

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