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401k

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Yes, Clients Can Save Too Much For Retirement

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Clients should save, but not to the point that they can't afford things that bring them joy.

Bolstered By Markets, More Retirement Plan Savers Feel On Track For Retirement

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More respondents than last year told BlackRock they feel they're on track.

401(k) Annuities Still A Hard Sell Despite SECURE Act, Advisors Say

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Advisors report sluggish demand for the guaranteed-income products in retirement plans.

CFP Board Filing Supports DOL's Fiduciary Rule

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In an amicus brief, the board said the rule is needed to eliminate conflicts and fill regulatory gaps.

Plan Participants Feel Scared, Short On Savings, Schroders Survey Finds

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They want to top $1 million in savings, but only 29% believe they will reach that goal before retirement.

401(k) Contribution Rate Matched Record High in 2023, Vanguard Says

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The average percent of salary funneled into plans maintained 2022's record pace of 11.7%.

Retirement Plan Rollovers Are Declining. What Does That Mean For Advisors?

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More retirees are staying put in 401(k)s as plans ramp up features to keep them.

Bull Market Has Fattened Boomers' Retirement Accounts, Vanguard Says

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The equity market has boosted retirement readiness for millions of older Americans, a company study found.

Firms Still Trying To Figure Out DOL Rule's Fiduciary Exceptions, Attorney Says

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The rule provides advisors, brokers and agents three routes for avoiding fiduciary mandates, attorney Fred Reish said.

Planning For Retirement Income Gets Easier, Thanks To Tech

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A panel at INSITE 2024 delved into the tools and strategies for unwinding retirees' assets.

401(k) Matches On Student Loan Payments Gain Foothold In Corporate America

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Employees need more student loan help. That can give employers a leg up in recruitment.

Retirement Savings Rise By Nearly 10% In First Quarter At Schwab

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Savings account holders with a financial advisor, held substantially higher balances than those without.

Arizona Advisor Spearheads Tax Law That Aids Retirees

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Matthew Benson has helped enact state laws benefiting retirees on several fronts.

Roth IRAs: The Mathematics For High-Wealth Taxpayers

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Roth IRAs offer clear tax advantages, but the behavioral issues might surprise advisors.

Schwab's Offer Of Alts For DIY Investors Takes Shape With iCapital

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Schwab by the end of the year will offer alternatives to self-directed investors with $5 million at the firm.

IRA Inheritors Should Benefit From Penalty Waiver On Distributions

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This is the fourth consecutive year the IRS has waived penalties on minimum distribution shortfalls.

State Street Is Working To Insert ETFs Into The 401(k) System

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The effort goes against the grain of a U.S. retirement structure built around mutual funds.

Number Of 401(k) Millionaires Hits New Record, Fidelity Says

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A strong stock market has helped boost the amount of seven-figure retirement accounts.

Workers Want More Financial Benefits From Employers, Morgan Stanley Says

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A company survey found that retirement assistance is a top priority among employees.

Ed Slott Sees Boomer Retirements, Layoffs As 'Amazing Opportunities' For Advisors

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Now is the ideal time for advisors to turn 401(k) account holders into clients, he said.

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