by
Dorothy Hinchcliff
Rob Arnott, chairman of Research Affiliates, is taking issue with criticism leveled by Folio Investing CEO Steven M.H. Wallman.
by
Dorothy Hinchcliff
Robert Arnott's recent criticism of target-date fund strategies is an "unfortunate" analysis that misses fundamental points, says Folio Investing's CEO Steven M.H. Wallman.
by
Karen DeMasters
It's commonly cited that 50 percent of American workers have access to
employer-sponsored retirement plans, but the share of population that
will have accrued such retirement benefits will be far...
by
Dorothy Hinchcliff
Total U.S. retirement assets were $18.5 trillion at the end of the
second quarter, 2 percent less than they were at March 31, reports the
Investment Company Institute.
by
Kathy Lynch
Jasonn Potter is named regional vice president.
by
Dorothy Hinchcliff
The Hartford has signed a definitive agreement to sell its retirement
plans business to Massachusetts Mutual Life Insurance Company for $400
million.
by
Karen DeMasters
The new retirement plan fee reporting requirements can be a way for advisors to demonstrate their value to their clients, says a 401(k) expert.
by
Jim McConville
More employers are providing employees with 401(k) plan features aimed
at encouraging plan participation and savings, according to a
survey by Schwab Retirement Plan Services released...
by W. Van Harlow
Putting fund performance front and center in terms of the plan sponsor's priorities is an error with far-reaching implications, says this paper.
by
Dorothy Hinchcliff
Financial planners who advise on 401(k) plans need to get out in front
of sponsors and plan participants to explain new disclosure rules effective next week, says this
retirement plan...
by Charlie Epstein
Here are nine principles you can use to help clients understand how they can plan to create a "paycheck" from retirement investments, says this expert.
by Deb Repya
With major tax law changes expected, here are eight relevant topics you may want to discuss with clients.
by
Karen DeMasters
A recent Department of Labor ruling on multiple employer retirement
plans prohibits RIAs from creating and administering plans for a group
of unrelated employers.
by
Karen DeMasters
Fidelity Investments added 522,000 defined contribution plan
participants and $25...
by Robert Jones
August 30 is the deadline under new federal regulations for retirement plan participants to be provided with information on mutual funds, related fees, performance and other details that should...
by
Karen DeMasters
More than half of the people over age 45 underestimate how long they
will live, which can have major consequences for retirement planning,
according to a survey by the Society of Actuaries.
by
Karen DeMasters
Most Americans with defined contribution plans are putting money in and not taking it out, says one survey, but another shows the majority of unemployed workers are taking withdrawals.
by
Karen DeMasters
The insurance company launches a new suite of tools for financial advisors to make retirement plans love them.
by Frank Fantozzi
Many business owners received an unexpected surprise this tax season when their company's retirement plan administrator informed them they had to refund a portion of 401(k) deferrals because the...
by
Karen DeMasters
One third of Vanguard 401(k) plan participants invested their entire
account balance in a professionally managed asset-allocation
investment option last year, a dramatic increase from the 9% who...
