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Rollovers and retirement plans: The impact of the SEC's new rules

June 7, 2019

The race is on to help shape the Department of Labor's harmonization with the Securities and Exchange Commission's package of advice rules. The starting gun was fired with the SEC's 3-1 vote on Wednesday to adopt the series of rules that redefine...

Why a lack of diversity may be hurting your 401(k) clients

June 5, 2019

The defining trait of a successful investment committee is the ability to make prudent decisions. The best decisions are typically made as a result of asking critical questions, considering viable alternatives and coming to a consensus on the...

Terminal diagnosis affects Social Security timing

June 5, 2019

I received a heartbreaking email from a reader the other day asking for advice on when he should claim his Social Security benefit given his recent diagnosis of stage 4 lung cancer. He is 61 and no longer working. His wife is 62. "[My wife]...

Three retirement planning conversations advisers can't ignore

June 4, 2019

Many people feel overwhelmed when it comes to saving and investing for retirement, particularly when the transition into this new life stage is imminent. Advisers play a critical role in supporting clients through their retirement journey, with...

HSAs are lagging when it comes to rollovers

June 4, 2019

When it comes to traditional retirement accounts such as 401(k)s and IRAs, employers or service providers often urge participants to consolidate assets in multiple accounts via a rollover. But it appears that advice isn't prevalent when it comes...

Supreme Court to hear 401(k) stock-drop case

June 3, 2019

The Supreme Court accepted a 401(k) lawsuit Monday that could reframe how employers think about company stock in their retirement plans. Plaintiffs in the case, Retirement Plans Committee of IBM v. Larry W. Jander, allege that plan fiduciaries...

Retirement is forced upon roughly a quarter of Americans

June 3, 2019

Most Americans aren't financially prepared for retirement. About 44% of Americans said their retirement savings are not on track, versus 36% who said they are on track, according to the Federal Reserve Board's sixth annual survey of household...

Retirement plan provider sticks with embattled celeb Tony Robbins

May 31, 2019

Self-help guru Tony Robbins, whose business relationship with $38 billion RIA Creative Planning ended last week following a wave of sexual misconduct allegations, is maintaining his affiliation with $1 billion retirement plan provider America's...

What the new DOL fiduciary rule will probably look like

May 31, 2019

The form and substance of the Department of Labor's new fiduciary rule, set to be unveiled by the end of the year, is anybody's guess. But there are a few clues, and attorneys who specialize in fiduciary and retirement law have mined them to...

Senate tries to put SECURE retirement bill on fast track

May 31, 2019

Legislation that would bring about the biggest reforms in retirement policy in more than a decade could be headed toward quick passage in the Senate. Shortly after the bill — the Setting Every Community Up for Retirement Enhancement Act —...

Is Roth participation in DC plans being suppressed by record keepers?

May 30, 2019

Every day, employees meet with pension record-keeper advisers and have a typical discussion about their 401(k), 403(b) or 457 defined-contribution plans: Employee: "I can only afford to contribute $400 per paycheck to my 401(k) plan." Adviser:...

Some insurance agents breaking law with 401(k) rollovers

May 30, 2019

Rolling money out of a 401(k) plan to fund an insurance product, like an annuity or life insurance policy, can be a difficult, tense decision for retirees. After all, seniors are earmarking a large chunk of their nest egg. These rollovers are...

How to replicate a stretch IRA

May 28, 2019

The end of the stretch IRA is nigh, and that's bad news for clients of financial advisers. The good news: There are ways for advisers to simulate the benefits of a stretch IRA. The term "stretch IRA" refers to an individual retirement account...

How to battle sequence-of-returns risk

May 25, 2019

There were two recurring themes at the annual InvestmentNews​ Retirement Income Summit in Chicago earlier this month: the economic impact of increased longevity and the need for guaranteed income in retirement. Retirement has traditionally...

Reverse mortgage lenders pivot as sales falter

May 24, 2019

The reverse mortgage market is evolving for the first time in a decade, as the industry pivots to address sagging sales and what it sees as a new opportunity presented by the number of baby boomers retiring. Reverse mortgages are a type of loan...

House passes SECURE retirement bill with massive bipartisan support

May 23, 2019

The House of Representatives passed a sweeping retirement bill Thursday that makes it easier for small businesses to offer a workplace retirement plan, eases use of annuities in 401(k)s and raises the required minimum distribution age, among...

DOL sets date to propose new fiduciary rule

May 23, 2019

The Department of Labor will propose a new fiduciary rule in December, the opening salvo in what will likely prove to be another contentious battle to overhaul investment advice standards in retirement accounts. Labor Secretary Alexander Acosta...

CITs are changing the retail 401(k) world

May 22, 2019

"It was the best of times, it was the worst of times, it was the age of wisdom, it was the age of foolishness … we had everything before us, we had nothing before us, we were all going direct to Heaven, we were all going direct the other way."...

Diversity of thought, plus a culture of inclusion equals a prosperous future

May 18, 2019

The retirement plan adviser industry needs more diversity. But the diversity I am talking about is much more than what, literally speaking, meets the eye. We need diversity of thought, strengthened by a culture of inclusion. When we capitalize...

Fielding Miller talks recruiting, 401(k) evolution and fumbles

May 18, 2019

CAPTRUST, a Raleigh, N.C.-based advisory firm with more than $300 billion in client assets, is the largest of the so-called RIA aggregators focused on the retirement market. InvestmentNews sat down with CEO Fielding Miller to discuss his business,...

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