by Jim Frederick
Advisors give longevity another look as clients face longer life spans and financial anxiety.
by
Karen DeMasters
More plan sponsors may add SRI choices to employee retirement plans, says a new study.
The U.S. Department of Labor issued a rule today to expand access to
personalized investment advice for workers in retirement savings plans,
Assistant Secretary of Labor Phyllis Borzi said.
Taxpayers will be able to set aside an extra $500 in 401(k) plans and
benefit from an additional $120,000 estate tax exemption in 2012.
by
Jim McConville
Finra is urging workers not to "leave money on the table" and take advantage of 401(k) matches offered by their employers.
Michigan's "radical reform" 14 years ago to rescue its retirement system
by placing newly hired workers in a 401(k) program may show struggling
states the way back from the worst pension crisis...
by
Jim McConville
Seemingly shell-shocked by economic and stock market volatility that has wreaked
havoc on many Americans' savings, roughly half of non-retirees now
question whether 401(k), 403(b) and 457 plans...
by Matt Greco
Many companies are unaware of recent changes that make defined benefit plans more attractive.
These retirement-plan funds have outperformed the market and are seeing huge inflows, but some investors don't realize they are riskier than money-market funds and often carry restrictions.
by Michael Lissner
This columnist explains how Congress and the Department of Labor are giving clients to advisors.
by
Jim McConville
Investors in traditional individual retirement accounts (IRAs) are, for
the most part, investing age appropriately, according to research
results released today by the Investment Company...
by
Jim McConville
The third-party administrator marketplace now has a 30% influence on
401(k) assets, according to a study released by Boston-based Cerulli
Associates.
by
Karen DeMasters
Proposed fiduciary regulations on IRAs could be good for the profession
and consumers, say some advisors, but the proposals
have elicited howls of protest.
by
Jim McConville
Investors who have stayed out of equities since the financial crisis
have made far less money than those who returned to equities,
according to a Fidelity Investments report released today.
by
Karen DeMasters
The criteria most important to clients when evaluating advisors for
their company retirement plans surprised researchers--and may surprise
you.
by Charlie Epstein
Financial advisors who are knowledgeable about IRS Form 5500 can detect a
wide variety of issues that represent untold opportunities for advisors
to demonstrate their expertise and advise...
by
Jim McConville
Two thirds of U.S. middle-income baby boomers expect they will have a
more difficult time in retirement than their parents, according to a
recent study.
by Juliette Fairley
Only 45% of plan sponsors fully understand their retirement plan fees and many who did change plans had been with their previous provider for less than three years.
by Daniel N. Kuperstein
The Department of Labor has proposed significant changes in the rules that apply to financial advisors who provide advice on employee retirement plans. Two new rules would apply to advisors' fees.
