401k

[1]  1 2 3 4 5 6 7 8   [67]

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.

When Sequence Risk Is A Good Thing

by

Morningstar's John Rekenthaler considers “sequence opportunity” when people are accumulating assets.

DOL Fiduciary Proposal Allows Class Action Suits Against B-Ds and Insurers

by

The private right of action is why the industry fights a fiduciary rule, says attorney Fred Reish.

Annual IRS Hike Of 401(k) Contribution Rises By Only $500

by FA Staff

The increase is much less than the $2,000 hike that savers saw this year.

How Advisors Can Help Clients Solve The Roth 401(k) Puzzle

by

Regulators have been working out the kinks since the accounts launched as a messy hybrid of the Roth IRA and traditional 401(k).

DOL Fiduciary Proposal Will 'Undoubtedly' Face A Lawsuit, ERISA Attorney Predicts

by

Insurance and independent brokerage industries will be hardest hit, Fred Reish says.

Creative Planning Buys Mesirow's Retirement Advisory Unit

by FA Staff

The Chicago-based team serves more than 350 retirement plans representing $13 billion in assets.

DOL Unveils Fiduciary Rule That Regulates Annuity, One-Time Rollover Advice

by

The fiduciary rule released today will cut "junk fees" and provide billions in savings, the agency says.

Michael Kitces Warns Advisors About Sequence Risk, Defends 4.0% Rule

by

The risk that Americans will face poor returns early in retirement is greater than it's been in years, he says.

Vanguard Says Even Affluent Earners May Face A Retirement Funding Shortfall

by

Only exceptionally high earners are poised to fund all their retirement needs, according to a company study.

Rollover Advice Surges 150% At Top Wealth Management Firms, Study Says

by

Consumer demand and compliance technology are driving recommendations, InvestorCOM found.

Younger Generations Want Advisor Help With Retirement Plans, Cerulli Says

by

Plan sponsors need to develop more in-plan advisor services, the research firm says.

Retirement Plans Improve Digital Experience, J.D. Power Says

by

Investing in digital technology can help firms remain connected with their clients, the firm says.

Auto Workers Aren't Striking Only For Higher Wages. They Want Their Pensions Back, Too

by ,

Some American workers have become wise to the drawbacks of defined contribution plans versus traditional pensions.

U.S. Retirement Savers Risk Being Sucked Into Financial Vortex, Goldman Says

by

Goldman found that student debt and caregiving requirements hinder people's retirement goals.

Ed Slott Spotlights 6 Big IRA Tax Changes For 2023

by

While Congress hasn't changed tax laws this year, the IRS has been busy issuing rulings, Slott said.

High Earners Get Reprieve With Delay To Rule Change On 401(k) Catch-Ups

by

The IRS pushed back the date when higher earners will have to direct some contributions to a Roth account.

[1]  1 2 3 4 5 6 7 8   [67]