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.
by
Kathy Lynch
Lincoln Financial Distributors appoints a leader to develop growth strategies for its defined contribution business.
by
Kathy Lynch
Lincoln Financial Distributors, the wholesale distribution subsidiary of
Lincoln Financial Group, has appointed Bill Nash as national sales
manager for the MoneyGuard sales team.
by
Jim McConville
Baby boomers and Gen Xers who opt to work beyond 65 may not have enough
cash on hand to pay for basic expenses and uninsured health care costs
when they do eventually retire, according to a...
by
Ray Fazzi
TIAA-CREF is launching a referral program that will screen and qualify advisors
so 403(b) plan sponsors and participants can use them as a resource.
by Jerilyn Klein Bier
Financial advisors in the 401(k) space are optimistic about future prospects in a shifting regulatory landscape.
Workers will be limited in tapping their 401(k) retirement plans for
loans under legislation two senators plan to introduce today that's
designed to counter the erosion of retirement assets.
by
Dorothy Hinchcliff
Financial advisors may find that a significant number of prospective
clients have money sitting in old 401(k) plans, if new Fidelity research
is any indication.
by
Karen DeMasters
Investors who held onto 2010 target-date funds through the 2008 market crisis
made modest gains for themselves, and the
funds now being created are expanding to include nontraditional asset...
by Ary Rosenbaum
Dramatic changes in the 401(k) business offer plenty of opportunity for top-notch financial advisors to increase their business.
by Michael Lissner
Too many plans are mismanaged. What can we do about it?
by Mike Sheets
Advisors often overlook the hidden potential in managing 401(k) assets for foundations and other nonprofits.
Retirement savings in the U.S. may swell to $4 trillion over the next
four years and the nation's largest banks are angling for a bigger share
of that money.
Hedge funds, broker-dealers and mortgage companies may face
unprecedented demands for data on everything from risk exposure to
trading partners as U.S...
by Jeff Schlegel
Avatar Associates takes a different approach to 401(k) investing.
It has been a tough decade for 401(k) savers, but new data suggest that
being a consistent saver does pay off, at least somewhat and on average.
by
Karen DeMasters
Retirement plan advisors soon may be required to scrutinize target-date funds more closely.
by
Ray Fazzi
Savers who kept
money in their 401(k) retirement plans saw average account balances
rise 32% last year, according to a new study.
by
Ray Fazzi
The overwhelming majority of 401(k) account holders are not
contributing enough of their income to retire by age 65, according to a
new report.
by David Lawrence
Advisors try to help clients use their resources more efficiently, but often aren't efficient themselves.
