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401k

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Nearly Half Of Millennials Say They Live Paycheck To Paycheck

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Millennials are feeling crunched financially when previous generations would be hitting big milestones, a new survey says.

Edward Johnson III, Fund Pioneer At Fidelity, Dies At 91

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Johnson pioneered the sale of mutual funds directly to individual investors rather than through brokers.

Ed Slott Says Backdoor Roths Are Back On The Menu

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Advisors should tell their high-income clients to take full advantage of the strategy, Slott said.

How IRA Assets Survived The Pandemic Intact

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It was thought people would shake down their retirement assets during the pandemic. That didn't happen.

B-Ds Advised To Consider Monitoring Riskier Rollover Investments

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Investment monitoring may in some cases be required under DOL fiduciary rule, compliance specialist Fred Reish said.

New IRS Proposed RMD Rules Complicate Inheritance Distributions

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Attempts by the IRS to clarify RMD issues in the wake of the SECURE Act create more confusion.

J.P. Morgan Tells Advisors To Assume Retirees Will Live To 100

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Increasing life spans are putting pressure on advisors and clients to plan for enough retirement income, the firm said.

Cryptos For Retirement Plans

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This advisor helped a client use digital currencies to further his retirement goals.

Almost Every Popular 401(k) Fund Is In The Red This Year On Big Tech's Slump

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The biggest loser among retirement fund giants is the T. Rowe Price Blue Chip Growth Fund, which is down 15.5%.

New Bill Would Allow 401(k)s To Use Annuities As Default Investment

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The bipartisan proposal would allow plan participants to devote up to 50% of their assets to annuities.

Goals-Based Retirement Withdrawals Are All The Rage

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PIMCO is among the companies implementing strategies for decumulation and income in retirement.

Stomach-Churning Stock Swings Draw Red Line Under The 'Big' In Big Tech

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The unprecedented slide in shares of Facebook's parent is hitting low-cost index funds, ETFs and 401(k) favorites.

Insurance Agent Suit Against DOL Rule Takes Industry Execs By Surprise

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The action further adds to the confusion surrounding the rule, which officially started to be enforced this week.

TIAA Offers Annuity Product For Corporate Retirement Market

by FA Staff

The guaranteed income solution is TIAA's first offering for corporate 401(k) plans.

Paper Proposes Low-Cost Way To Bring Financial Advice To Masses

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The strategy leans heavily on fixed-income solutions to offer financial advice to people with limited assets.

A 'Red Tsunami' Will Take S&P 500 To 5,300, Federated's Orlando Predicts

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The strategist thinks the GOP taking control of the House will lead to a year-end rally in 2022.

CAPTRUST Acquires $105B N.J. Competitor PEI

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Portfolio Evaluations is the third institutional-focused firm that Raleigh, N.C.-based CAPTRUST added in the past year.

DOL Warns Firms About Conflicts Lurking In Payout Grids

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The department says the grids might push advisors to recommend more expensive products.

Academics Tout Use Of 401(k) Assets To Boost Social Security Income

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Americans could use 401(k) assets as "bridge" income to delay Social Security, Boston College researchers argue.

Expect SEC, DOL To Align Advice Standards In 2022, Says Morningstar's Szapiro

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Advisors will have to possibly explain transactions to both the SEC and the DOL.

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