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Your client has a car, a gun — and Alzheimer's

November 26, 2018

Pretty much every week my wife and I hear from a relative, neighbor or friend about some challenge of getting older. Most issues involve aging parents. The consistent theme is preparation — they weren't prepared for the situation now vexing...

Variable annuity sales up 25% from this time a year ago

November 26, 2018

Third quarter sales of variable annuities were up 25% year-over-year to $25 billion, according to a Limra Secure Retirement Institute report. It's the second consecutive quarter of growth after a stretch of sales declines that stretched back...

Advisers must step up guidance on Medicare, as flubs are costly

November 24, 2018

Mounting health-care costs mean medical bills increasingly have the potential to derail clients' carefully plotted plans for retirement. That makes it all the more important they get it right when it comes time to signing up for Medicare, the...

Countdown to Medicare and Social Security checklist

November 24, 2018

Age 62 Earliest age to apply for reduced Social Security retirement benefits, subject to earnings restrictions if working. Age 64 Research Medicare options. Age 65 Enroll in Medicare. Those who claim Social Security benefits early are automatically...

Advisers' guide to helping clients with open enrollment

November 24, 2018

Financial advisers should urge their clients who are already enrolled in Medicare to re-shop their Medicare coverage during open enrollment season, which runs from Oct. 15 through Dec. 7 each year for coverage beginning the following Jan. 1....

Waddell & Reed settles 401(k) lawsuit for $4.9 million

November 21, 2018

Waddell & Reed Financial Inc. is settling a lawsuit that alleges it loaded its company 401(k) plan with costly in-house investments by agreeing to pay nearly $5 million. The class-action lawsuit claimed the asset manager breached its fiduciary...

Tax-smart year-end charitable giving

November 21, 2018

When our extended family gathers around my sister's Thanksgiving table each year, we each express our gratitude for the people, events and experiences that shaped our lives over the past year. Inevitably, our thoughts and sympathies turn to...

Medicare high-income surcharges to increase in 2019

November 20, 2018

Each winter, the calendar is filled with predictable holiday milestones: Thanksgiving, Black Friday, Cyber Monday, Giving Tuesday and for high-income clients, Irritating IRMAA Day. If you're not familiar with that last one, you will be when...

5 ways to start the 'purpose' conversation with clients

November 19, 2018

Purpose. It's a topic that pops up in many conversations these days, and not only among psychologists and life coaches but likely among your clients as well. Many experts believe purpose makes for a fulfilling life. In fact, recent studies have...

For some women, widowhood produces a windfall — and plenty of headaches

November 17, 2018

Because of women's longer average lifespans and likelihood of widowhood, most discussions about women's retirement planning tend to focus on the financial risks of aging alone and the fact that single women over the age of 65 are more likely...

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...

Why seniors need travel insurance

November 15, 2018

When your newly retired clients chat about their plans for an upcoming dream vacation abroad, are you prepared to raise the topic of travel insurance? While younger clients might dismiss the added expense as unnecessary, older clients should...

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...

3 last-chance retirement moves for 2018

November 12, 2018

Most clients are aware that their required minimum distributions, or RMDs, generally must be withdrawn by year-end. But here are three more retirement tax moves advisers should remind clients about before the year closes. Complete rollovers...

DOL proposes rule to reduce leakage in 401(k) plans

November 8, 2018

The Department of Labor proposed a rule late Wednesday that's meant to stanch the flow of money out of 401(k) plans, an issue that has long troubled retirement policymakers. The Labor Department's proposal promotes the idea of "auto-portability,"...

Wells Fargo considering sale of retirement-plan unit

November 8, 2018

Wells Fargo & Co. is considering the sale of its retirement-plan services business, according to people familiar with the matter. The unit could fetch as much as $1 billion, said one person, who asked to not be identified because the matter...

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...

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...

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...

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