Results for "retirement"

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Rand Paul bill would allow withdrawals from retirement accounts to pay down student loans

December 5, 2019

Money accumulating in retirement accounts is increasingly being targeted by lawmakers to help people pay for other expenses, a trend that worries experts who say the funds should be left alone to address the looming challenge of retirement security....

Supreme Court hears ERISA case against Intel

December 5, 2019

The U.S. Supreme Court heard oral arguments Wednesday in a case that could have significant repercussions for retirement plan sponsors by expanding the time that plan participants have to bring lawsuits. Former Intel Corp. engineer Christopher...

Why retirement plan advisers should act as 3(38) investment fiduciaries

December 5, 2019

A year ago, we reviewed 3(21) versus 3(38) ERISA investment fiduciaries and asked which was better. Now it seems clear that 3(38) is better, at least for advisers, and that rather than charge more or the same for acting as a 3(21) fiduciary,...

How advisers can help prevent elder bankruptcy

December 5, 2019

Our golden years should be filled with happiness and leisure, not anxiety and financial hardship. Sadly, the number of elderly Americans filing for bankruptcy relief has increased dramatically over the past three decades. More than one-tenth...

Social Security's outdated rules

December 4, 2019

A lot has changed since Congress approved major reforms to Social Security rules more than 35 years ago. Life expectancy has increased. Interest rates have declined. And inflation has transformed the taxation of Social Security benefits from...

Calpers scales back on 'emerging' equity fund managers as returns lag

December 4, 2019

The California Public Employees' Retirement System is sharply scaling back its use of external "emerging" equity fund managers, a potential blow to efforts to promote diversity, as the largest U.S. public pension reworks strategies to meet its...

DOL digital 401(k) rule not digital enough, industry says

November 25, 2019

The Department of Labor's proposal to encourage broader use of digital disclosures for 401(k) participants isn't digital enough, according to industry firms and trade groups. Specifically, these stakeholders said that the DOL's proposed rule...

Advisers who overlook retirement income may face stiff competition

November 21, 2019

In May of this year, the House of Representatives passed a piece of bipartisan legislation — the SECURE Act — which, if enacted, would represent a major step forward in expanding access to guaranteed lifetime solutions for American workers....

Adviser Alpha: How Amy Wolff Carved Out a Niche Serving Divorced Women

November 18, 2019

As competitive intensity in the financial advice industry ratchets up, it's not enough for advisers to create a financial plan, hit benchmarks and steer their clients toward retirement. Firms must establish a unique element of their business...

RetireOne insurance platform buys EF Legacy Securities

November 14, 2019

RetireOne, a San Francisco-based platform for fee-based insurance products owned by Aria Retirement Solutions, has purchased EF Legacy Securities, a broker-dealer, from Edelman Financial Engines. [More: Guiding clients through the Medicare maze]...

A SECURE Retirement Plan

November 12, 2019

Once again, Americans have an opportunity to make retirement savings history. Enactment of the Employee Retirement Income Security Act (ERISA) provided new protections for retirement savers. The creation of individual retirement accounts (IRAs)...

Aided by tech, opportunities abound in the retirement plan market

November 11, 2019

Having split my career across wealth management and retirement, I've been uniquely positioned to see how technology is opening up doors across the industry, especially for wealth-focused managers, to enter the retirement plan advice business....

Medicare premium increase and IRMAA surcharges announced for 2020

November 11, 2019

The base premium for Medicare Part B, which covers doctors' fees and outpatient services, will increase to $144.60 per month in 2020, up from $135.50 this year, according to an official announcement by the Centers for Medicare and Medicaid Services....

Financial wellness? Better off getting back to basics

November 9, 2019

Plan design for 401(k)s is falling short, and record keepers shoulder some of the blame, according to some executives at retirement plan record-keeping and administration firms, who say that record keepers have the means to fix some of the problems....

Adjusting to the squeeze of fee compression

November 9, 2019

Even as 401(k) record keepers have found ways to adapt to the reduction in revenue caused by ongoing and drastic fee compression in the retirement industry, other revenue threats loom from financial advisers and retirement-plan lawsuits, according...

Employee wellness can pay dividends

November 9, 2019

Ask a worker from generations past about how corporations measure success and they'll likely tell you succinctly: the bottom line. For years, and without question, sales, revenue and expenses have driven the corporate world. These figures aren't...

Data privacy issues looming

November 9, 2019

Retirement plan record keepers are concerned about two looming data privacy issues that could have a big impact on their business. Lawsuits threaten companies' ability to cross-sell products, and cybersecurity looms as an increasing cost just...

Is massive consolidation in the 401(k) record-keeping industry inevitable?

November 9, 2019

The conventional wisdom is that the 401(k) record-keeping industry is going to go through massive consolidation due to increased costs and reduced margins. But at the 2019 Retirement Plan Adviser Record Keeper Roundtable and Thinktank, senior...

Blockchain offers benefits to retirement ecosystem

November 9, 2019

America's workplace savings industry is a diverse and complex ecosystem of employee participants, plan sponsors, record keepers, advisers, asset managers, broker-dealers, banks, insurers and multiple government agencies. Information that flows...

Working in Golden Years Has Its Rewards – And Risks

November 8, 2019

Roger Verboon still remembers one of his first assignments as the practice management consultant in charge of advisor continuity and succession planning. An 85-year-old advisor in California was displaying warning signs of diminished mental...

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