Results for "403(b) plans"

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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...

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...

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...

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...

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...

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...

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...

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....

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...

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...

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...

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...

NYU beats back Jerry Schlichter and 403(b) lawsuit

July 31, 2018

A federal judge on Tuesday ruled in favor of New York University in a lawsuit alleging the university charged excessive fees in its retirement plan. According to NYU employees represented by the law firm Schlichter Bogard & Denton, NYU's retirement...

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...

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...

The ins and outs of pairing a 401(k) plan match with student loan repayment

September 24, 2018

It's no secret that many employees are struggling with financial issues created by large debts to finance their college education. One side effect is that many of those newly minted graduates and early stage employees are not deferring into...

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...

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