Results for "retirement"

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New DOL advice rule must factor in reality of aging investors

August 3, 2019

The responsibility ahead for Eugene Scalia, President Donald J. Trump's nominee for labor secretary, should he be confirmed, is enormous. No less than the well-being of Americans in retirement rests on the decisions his agency has before it....

Advisers resist SECURE Act provision to limit inherited IRAs

August 2, 2019

Major retirement-savings legislation working its way through Congress mostly draws praise, but investment advisers are concerned that a provision in the bill that would limit inherited individual retirement accounts will hurt their clients....

Risky Business: How to Handle the Topic of Risk With Your Clients

July 31, 2019

If there's one thing every client has in common it's this: no one enjoys losing money. And yet market downturns and other losses will occur—and that can leave you in a difficult position. Particularly if you haven't planned ahead. What does...

Reducing the number of 401(k) record keeper partners poses a challenge for plan advisers

July 30, 2019

Most retirement plan advisers work with dozens of record keepers because it's easier not to force new clients to change their 401(k) record keeper when the plan adviser is hired. But it's hard for plan advisers to manage working with so many...

DOL rule enables small businesses to offer retirement plans through trade associations

July 29, 2019

Small employers who belong to the same trade association will be able to band together to offer retirement plans to their employees under a Labor Department rule released Monday. Under the DOL rule, retirement programs could be offered by associations...

SECURE Act Could Ruin Your 401(k)

July 29, 2019

Saving for retirement can be a perilous endeavor in the U.S., thanks in part to the Trump administration's moves to weaken safeguards against unscrupulous sellers of financial products. Now Congress is poised to make things worse — by undermining...

More US parents expect their children to help pay for college

July 29, 2019

When parents take their children out to dinner, more often than not it's expected that Mom or Dad will pick up the tab; when it comes to college, it's a trickier question. (More:​ College costs can sink parents, too) A survey of U.S. parents...

Social Security has special rules for divorce

July 23, 2019

No one would deny that Social Security is complicated. With about 2,700 rules governing benefits, it is no wonder that financial advisers and their clients are often confused by the best way to maximize benefits. When it comes to divorced clients,...

Longevity planning will be a central mission for advisers of the future

July 22, 2019

As people live longer, healthier lives, they will need more help managing their money through retirements — which likely will last longer, too. At a recent roundtable discussion hosted by InvestmentNews on the Future of Financial Advice, many...

Don't be unnerved by health-care cost estimates for retirement

July 22, 2019

Retirees face a variety of risks: bear markets, inflation, uncertain lifespan and declining health and the associated costs. Among these, health and health-care costs are the top concern for the majority of retirees, according to a recent T....

Convergence of retirement and wealth management is next 'battleground'

July 20, 2019

Brokerage executives and financial advisers see the convergence of wealth management and the retirement business as a major moneymaking opportunity, and are implementing measures to capitalize on it. This convergence, which sees wealth managers...

Do data-privacy rules make cross-selling more difficult?

July 20, 2019

Data privacy rules are causing concern that cross-selling retail products and services to 401(k) plan participants may not always be kosher. Brokerage executives attending InvestmentNews' recent Retirement Plan Adviser Broker-Dealer Think Tank...

Women still aren't part of the conversation. They must be

July 20, 2019

As you sit there reading this editorial in 2019, you may be surprised to hear that the majority of women still defer financial decisions to their husbands. Or, as financial advisers, perhaps you see proof of this every day in meetings with clients....

Scope of protecting participant account information not clear

July 20, 2019

While plan fiduciaries should undoubtedly protect participants' confidential information, the scope of that duty is not entirely clear. By focusing solely on blocking access to participants' account information, plan sponsors may actually increase...

Broker-dealers say they have a leg up on aggregators

July 20, 2019

Aggregator firms are infringing more on broker-dealers' turf when it comes to 401(k) and wealth management clientele, but the additional competition doesn't seem to rattle brokerage executives. In fact, in cases where the two sides compete,...

Dearth of young advisers who can meet participant needs

July 20, 2019

The cliché that problems are just opportunities in disguise is rarely true. But sometimes they can be. And sometimes they can solve really big problems. For example, there are tens of millions of defined contribution participants in need of...

Challenge or opportunity?

July 20, 2019

Brock Johnson, president, global retirement and workplace solutions, 
Morningstar Investment Management “We have so much more data today. Broker-dealers and advisers in the past might have been trying to provide scalable advice in a way,...

US rate of gray divorce has doubled since the 90s

July 19, 2019

In one sense, Amazon.com Inc. founder Jeff Bezos and his ex-wife, MacKenzie Bezos, are nothing special. By finalizing their divorce this month, they join the millions of Americans now splitting up in middle age. The rate of divorce after age...

Goldman Sachs has what other 401(k) firms want

July 19, 2019

Goldman Sachs is poised to reap big profits from the 401(k) market. I'm not talking about its traditional asset management business, however — it's in wealth management that the firm could make its biggest mark. To many 401(k) industry executives,...

3 lessons for advisers from 401(k) and 403(b) class-action settlements

July 17, 2019

Retirement plan committees and financial advisers need to pay attention to class-action litigation and settlements to better manage their fiduciary risks. Some of the claims in those lawsuits are obvious; others foreshadow emerging issues that...

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