401k

1 2 3 4 5 6 7 8   [67]

NAPA Launches Retirement Income Certificate

by FA Staff

The new certification is meant to get members thinking about clients' 401(k) income.

Your Client's 401(k) Will Be Gone Within A Decade

by

The intellectual case for getting rid of tax-advantaged retirement plans is strong, and the political case is catching up.

OneDigital Buys $2.6B Wintrust Retirement Plan Subsidiary

by FA Staff

Wintrust Retirement Benefits Advisors serves more than 200 retirement plan sponsors.

Employees Express Shaky Retirement Confidence, PGIM Says

by

Employees in defined-contribution plans are uneasy about their ability to retire comfortably, a company survey found.

Advisors Urge Caution On Penalty-Free IRA, 401(k) Early Withdrawals

by

Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.

New Small Business Retirement Plan Mandate Creates Federal IRA

by FA Staff

Small firms with 10 or more workers would be required to auto-enroll employees in a plan.

Get Ready For Higher RMDs This Year

by

A good year in the markets also means higher required distributions from retirement accounts.

LPL Recruits Las Vegas Duo With $320M AUM

by FA Staff

The Latus Group, founded by a former SWAT team police officer, has a retirement plan bent.

DOL Approves New Rules For Pension-Linked Emergency Savings Accounts

by

A new emergency pension account allows employees to take plan withdrawals free of taxes and penalties.

2024 Changes In Retirement Savings Can Help Advisors Serve Clients, eMoney Says

by

Employees have new options this year under the Secure 2.0 Act.

How To Make The Most Of Retirement Savings In 2024

by

Seven ideas for how to save smarter, from automation to rollovers and Roths.

Schwab Self-Directed 401(k) Account Balances Fell 9.2% In Q3

by FA Staff

But the average ending balance of $287,769 represents a 5.3% year-over-year increase.

Time Is Running Out To Make These Tax Planning Moves, Says Ed Slott

by

Some helpful tax laws are poised to go away in the near future, he said.

Gen Xers Are Staring Down The Largest Retirement Shortfall

by FA Staff

And just as bad, they're allocating 32% of assets to cash, Schroders finds.

Trade Groups Tell DOL To Withdraw Proposed Fiduciary Rule

by

Unions and consumer groups argue rule is needed to weed out costly conflicts.

House Committee Chair Blasts DOL For Rushing Fiduciary Rule

by

Virginia Foxx wants the DOL to extend the comment period for the proposed rule.

Consumers Pull Cash From Retirement Accounts Amid Budget Stress

by

Some 2.3% of workers took a hardship withdrawal last quarter.

DOL Announces December Hearings On Fiduciary Rule Amid Criticism

by

An industry coalition claims the department is rushing hearings before everyone has weighed in.

Former DOL Official Predicts Court Will Strike Down Fiduciary Proposal

by

The DOL's new proposal would fail to satisfy the court's previous objections, the former DOL assistant secretary said.

Higher Bond Yields Mean Retirees Can Pull A Bit More From Savings

by

Morningstar says retired workers can now safely withdraw 4% a year, up slightly from a 2022 analysis.

1 2 3 4 5 6 7 8   [67]