Results for "retirement"

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The SEC brings its adviser advertising rules into the internet age

November 9, 2019

The Securities and Exchange Commission wants to revamp its rules governing adviser advertising, and the changes should allow financial advisory firms to make better use of social media. [More:​ SEC promises revised advertising rule soon] The...

Financial wellness? Better off getting back to basics

November 9, 2019

Plan design for 401(k)s is falling short, and record keepers shoulder some of the blame, according to some executives at retirement plan record-keeping and administration firms, who say that record keepers have the means to fix some of the problems....

Blockchain offers benefits to retirement ecosystem

November 9, 2019

America's workplace savings industry is a diverse and complex ecosystem of employee participants, plan sponsors, record keepers, advisers, asset managers, broker-dealers, banks, insurers and multiple government agencies. Information that flows...

Charles Schwab to launch TDF-managed account hybrid for 401(k)s

November 8, 2019

Charles Schwab & Co. plans to roll out a service for 401(k) participants next year that's a hybrid of a target-date fund and a managed-account advice service, following in the footsteps of a handful of prominent retirement-plan record keepers...

Being mindful about retirement

November 8, 2019

I recently googled "Joni Youngwirth." Wow — what an experience. The results that came up took me through the history of my professional life, or at least the last 20 years of it. During that time, I probably authored more than 200 articles...

Working in Golden Years Has Its Rewards – And Risks

November 8, 2019

Roger Verboon still remembers one of his first assignments as the practice management consultant in charge of advisor continuity and succession planning. An 85-year-old advisor in California was displaying warning signs of diminished mental...

SEC calls out conflicts of interest in TDFs

November 7, 2019

The Securities and Exchange Commission took aim at conflicts of interest in target-date funds on Thursday, calling out a fund structure that holds the majority of 401(k) investors' assets. The agency's Office of Compliance Inspections and Examinations...

IRS raises 2020 401(k) contribution limit to $19,500

November 6, 2019

On Wednesday, the Internal Revenue Service announced cost-of-living adjustments for 2020 to its limits on contributions to retirement plans. The agency's limit on annual employee contributions to 401(k)s, 403(b)s, most 457 plans and the federal...

Cybersecurity is a ticking time bomb for 401(k)s

November 6, 2019

In a recent call with a 15,000-employee plan sponsor client that had implemented automatic enrollment, Kathleen Kelly, managing director at Compass Financial Partners, discussed their concerns that a majority of the plan participants had not...

SECURE Act 'frozen' by Trump impeachment inquiry

November 6, 2019

A retirement bill many financial advisers have been eyeing with interest is being held up by impeachment proceedings in Washington, as President Donald J. Trump confronts allegations he abused the power of his office in his dealings with Ukrainian...

There is no opportunity cost with a Roth conversion

November 5, 2019

As the year winds down, financial advisers will be asked about the tax and retirement benefits of a Roth conversion. An accurate evaluation should address both the benefits and drawbacks. This is critical since Roth conversions cannot be undone....

Elizabeth Warren health care plan sparks outcry over 401(k) tax hike

November 4, 2019

Presidential hopeful Elizabeth Warren would partially fund her Medicare for All health care proposal — a key part of her campaign platform — through 401(k) savers, sparking a backlash from both industry trade groups and financial advisers....

Having the tough talk about retirement health care costs

November 2, 2019

Some advisers would rather not talk about it at all. Some focus on managing it in the short term, more or less ignoring the long term. Others believe focusing on the long term prods clients to act. [More:​ Prepping clients for retirement health...

National auto-IRA program would boost U.S. retirement savings

November 1, 2019

A federal auto-IRA program would significantly reduce the U.S. retirement savings shortfall, especially among young workers, according to a new study. Oregon was the first state to enact an auto-IRA program, in July 2017. The program, OregonSaves,...

Is this the moment when financial planning becomes a profession?

October 31, 2019

Fifty years​ ago, a small group of 13 financial professionals came together and put forth the concept of financial planning, a way of delivering financial advice and guidance to the public in a comprehensive manner across multiple financial...

Florida's Broward Health pulls $93 million from Ken Fisher

October 31, 2019

The Broward Health system in South Florida, responding to lewd comments made by money manager Ken Fisher, pulled the $93 million it has invested with his firm. The board voted Wednesday to terminate its association with Mr. Fisher's company...

Goldman Sachs sued for 'unlawful' 401(k) management

October 29, 2019

Goldman Sachs has been sued for the alleged "unlawful" management of its company 401(k) plan related to the plan's use of in-house actively managed mutual funds, which the lawsuit says provided the firm with a financial benefit at the expense...

SEC reportedly probing AIG sales practices for retirement products

October 29, 2019

American International Group Inc. shares slumped Tuesday amid a report that the Securities and Exchange Commission is probing sales practices for retirement products at a unit that handles plans for school districts and universities. The stock...

Why commercial real estate belongs in client portfolios

October 28, 2019

At a time when many investors and investment professionals struggle to find attractive returns in a world of tissue-thin and even negative interest rates — and while wondering about the continuation of the record-long bull market in equities...

Healthy clients will avoid medical costs

October 26, 2019

As a former physician, one of Kenneth Waltzer's first moves when it comes to helping his clients manage and plan for health care expenses is to try and help them stay healthy. [More: Financial advisers shouldn't have to stress over health insurance]...

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