Defined Benefit Plans

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Retirement Plan Advisors Are In DOL's Crosshairs, Experts Say

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Advisors who work with ERISA plans will be under extra scrutiny this year, a panel of attorneys and former regulators said.

Teachers Can Supplement Retirement Funds, Consultant Says

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Educators retiring early because of the pandemic face eroded benefits and other vulnerabilities.

Hybrid Advisors Should Comply Now With DOL's Rollover Fiduciary Rules, Attorney Says

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The rules officially go into effect Dec. 21, but the DOL is putting pressure on advisors to comply now, an attorney said.

DOL Eyes Nuclear Option, Revisits Advisor Rollover Exemptions

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The agency said it is revisiting its regulations for rollover advice.

Helping Employers Overcome Stress And Financial Insecurity

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Employers have several innovative in-plan options to help ease workers' financial troubles.

Advisors Worry Biden Tax Plan Will Hurt Client Raises, Retirement Plans And Stock Market

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Many say the much-needed infrastructure spending might not be worth all of the potential economic pain.

Colleges Increasingly Look To Advisors For Retirement Plan Help

by FA Staff

Providing retirement plan advice to higher ed institutions can be a lucrative and reliable income source for advisors, according to Transamerica.

Looking For A New Market With PEP

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In 2021, the barriers will be smashed for those wanting to serve multiple small companies’ retirement plans.

Key House Committee Chairman Wants To Raise RMD Age To 75

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House Ways and Means Chairman Richard Neal said he plans to reintroduce legislation that would increase the age.

Pensions Swamped In A Sea Of Negative Real Rates

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A slow recovery could put defined-benefit retirement plans in a near-impossible position.

Retirement Saving Is Hard Even For Those Who Can Afford It

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According to a 2018 Federal report, one in four non-retired households had no retirement savings at all.

U.S. Workers Heading Blindly Into Retirement, Survey Says

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Nearly three-quarters of workers are failing to calculate how much they need for retirement, according to MoneyRates.

An International Recordkeeping Giant Enters The U.S. Retirement Plan Space

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Smart becomes the second-largest recordkeeper operating in the U.S. by number of plans.

Employers Aren't Ramping Up Financial Wellness During Pandemic

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By and large, workers aren't feeling the love from their employers during the coronavirus outbreak, according to EBRI.

Five Financial Pitfalls Facing Clients Going Through Gray Divorce

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The divorce rate is rising fastest among Americans over age 50, according to one expert.

Roth Conversions A-Go-Go In 2020

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Several factors make the Covid year a Roth conversion year as well.

States Pull Back On Pension Payments As Virus Ravages Revenue

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The pension contribution cuts are setbacks for states that enacted reforms in the aftermath of the Great Recession.

Critics Tell Congress DOL Fiduciary Rule Would Harm Investors

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The rule will expose retirement savers to bad advice, critics of the proposal said.

Ayco's New Marketplace Links Financial Wellness Programs With Products, Services

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At launch, the Ayco Marketplace offers products and services across lending, saving, student loans, insurance, investing and giving.

IRS Guidelines Expand 401(k) Borrowing Under CARES Act

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New rules clarify the definition of qualified individuals to include spouses and household members.

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