Results for "defined contribution plans"

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Who needs a cash balance plan? Not just New Jersey

February 25, 2015

A tussle over public pensions in New Jersey has put the trusty cash balance plan in the spotlight, as Gov. Chris Christie's pension panel pitches them as a way to manage the state's funding woes. The New Jersey Pension and Health Benefit Study...

Vanguard finds another way to get its ETFs in your clients' hands

February 24, 2015

The Vanguard Group Inc. is attracting assets — and advisers — to yet another barely advertised program that puts funds together in client portfolios. In what's sometimes called the exchange-traded fund strategist business, Vanguard is building...

Pivotal 401(k) fee lawsuit in front of Supreme Court means big changes for plan advisers

February 24, 2015

Oral arguments in a pivotal 401(k) lawsuit are being heard before the Supreme Court today, and regardless of the outcome, advisers can expect changes to the way they do business. Tibble v. Edison International, a lawsuit initially filed in 2007...

Company stock fading in 401(k) plans

February 23, 2015

Company stock in defined contribution plans continues to shrink as a percentage of assets, plans offering the option and participants investing in it, recent research and surveys show. Consultants and researchers attribute the decline to a greater...

Lockheed Martin to pay $62 million settlement in 401(k) fee suit

February 20, 2015

Lockheed Martin Corp. agreed Friday to a $62 million settlement in a lawsuit with employees and retirees who claimed the company invested their 401(k) savings in excessively costly funds. The suit, Anthony Abbott et al. v Lockheed Martin Corp...

Longer life expectancies are killing pension funds

February 17, 2015

Pension fund strategies never factored in that people would live as long as they're living. It is a real and growing problem. Mamas, don't let your babies grow up to be pension fund managers Stories of investors being ripped off by advisers...

Obama's retirement cap might sound good but it has an annuity problem

February 2, 2015

The White House released its 2016 budget Monday, and among other initiatives aimed at raising tax revenue from the richest of the rich, the Obama administration is proposing a cap on how much money a person can have in all of her retirement...

Retirement crisis is real and getting worse: Study

January 27, 2015

More than half of all American households do not have enough put away for retirement, and the problem is getting worse, according to new research from the Center for American Progress. Along with tracking what people are putting away for retirement,...

Vanguard's funds reach new heights

January 26, 2015

Vanguard Group Inc. last week surpassed State Street Global Advisors as the second-largest exchange-traded fund provider, a new milestone following a year that was filled with them. According to ETF.com, a data and analytic website, Vanguard...

Blood and money: How familial strife can unravel estate plans

January 20, 2015

Few things can unravel a client's estate plan more than familial strife. That was the focus of a presentation at the American Institute of Certified Public Accountants' Personal Financial Planning conference on Monday. The session, “Blood...

Custom target date funds gaining in DC plans: Report

January 16, 2015

Defined-contribution plans are sharply cutting back on target date funds offered by record-keepers but expanding use of custom target date funds, according to a survey by Callan Associates. In an annual survey of DC plan executives released...

Why security in retirement is often luck of the draw

January 16, 2015

From a historical perspective, clients seeking to retire at the present time are facing a tough environment. This is a matter I've been working to quantify. We all face an intense vulnerability regarding our lifetime sequence of market returns....

SEC puts emphasis on retirement savers in 2015 exam priorities

January 13, 2015

The Securities and Exchange Commission will be watching out for investors saving for retirement this year as it examines investment advisers and brokers, the agency said in its annual priority list. The regulator will explore risks associated...

Your next client? Meet the six-figure skilled laborer

January 12, 2015

Advisers: There's a client market where your help is sorely needed — it's called skilled labor, and it could see a bump in the ranks. A recent story in the Wall Street Journal detailed a success story that most financial advisers don't see...

Auto IRAs in Illinois: Can small-plan private sector 401(k)s coexist?

January 9, 2015

Illinois is well on its way to establishing a retirement savings program for employees at small businesses, raising discussion on whether such a plan can coexist with the small-plan adviser market. Governor Pat Quinn signed the Illinois Secure...

Retirement readiness: 15% salary deferrals are the new 10% for 401(k)s

January 5, 2015

In 2015, tell your clients — particularly those in their 30s — to aim for 15% contributions of their salary into their 401(k) plans. With pensions drying up and employers cutting health care plans for retirees, workers are taking a greater...

The right glide path for smaller accounts

January 4, 2015

The debate about target date funds revolves around the nature of the glide path and how aggressive it should be with respect to the equity allocation near the retirement date. It's not a black or white question. As with other investments, what's...

John Hancock buys New York Life's retirement unit; New York Life acquires block of John Hancock's life insurance biz

December 23, 2014

In a two-part tradeoff, John Hancock will acquire New York Life's Retirement Plan Services business, and New York Life will take on a block of John Hancock's life insurance business. The two deals were announced by both New York Life and John...

Lifetime income to reach defined-contribution retirement plans, but not anytime soon

December 22, 2014

New guidance from the IRS and Department of Labor on using annuities in target date funds will encourage greater use of lifetime income options in defined-contribution plans. But don't expect an immediate rush by DC plans to embrace such options....

FSI to fight rollout of auto IRAs

December 17, 2014

The Financial Services Institute, which represents independent broker-dealers and financial advisers, will focus its lobbying efforts next year on preventing states from rolling out automatic retirement savings programs. Earlier this month,...

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