Results for "retirement"

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GE plunges as Madoff accuser slams its accounting

August 15, 2019

General Electric Co. fell the most in nearly four years after a prominent expert working with a short seller accused the company of an "accounting fraud" masking tens of billions of dollars in liabilities. The company called the claims "meritless."...

Lack of transparency is hurting the 401(k) industry

August 14, 2019

During a recent plan sponsor education program, a professional from a major investment provider was advocating for using annuities for retirement income within 401(k) plans even though the money manager was not an annuity provider. A few plan...

We've got Americans back to work. Now let's help them retire.

August 14, 2019

The Tax Cuts and Jobs Act has unleashed historic economic growth for millions of Americans. Now is the time for Congress to act to consolidate these economic gains by securing retirement benefits for current and future retirees. According to...

Walgreens hit with $300 million 401(k) lawsuit over target-date funds

August 12, 2019

Walgreen Co. has been hit with a lawsuit alleging its "imprudent" decision to keep certain target-date funds in its 401(k) plan caused employees to lose $300 million in cumulative retirement savings. The lawsuit, brought by 12 current and former...

Cross-selling gaining prominence in retirement-plan lawsuits

August 12, 2019

Cross-selling by record keepers has become a hot-button issue in retirement-plan lawsuits, raising broader awareness and questions around how service providers can use participant data. Consider Johns Hopkins University, which agreed last week...

Texas 403(b) law causes adviser concern over investor protection

August 8, 2019

A Texas law taking effect next month is causing concern among some retirement plan advisers who are worried that the legislature has weakened investor protection for public schoolteachers in the state. The law — HB 2820, sponsored by Rep....

Fidelity dogged again by 401(k) quid-pro-quo allegations

August 7, 2019

Fidelity Investments has again been accused of engaging in a quid-pro-quo type relationship with a 401(k) plan sponsor, which allegedly cost employee retirement savers millions of dollars in return for bigger profits. The latest episode involves...

7 retirement side gigs to help retirees make up the income gap

August 7, 2019

Many people these days are embracing the gig economy to earn extra - or needed - income beyond what they've planned for in retirement. Here are some creative suggestions for advisers to recommend to retired clients who are running low on cash...

New Hampshire law aims to protect vulnerable elderly

August 7, 2019

At the request of its securities regulators, New Hampshire has enacted a law that will take effect on Sept. 8, intended to protect vulnerable adults from financial exploitation. (More: Two women arrested for defrauding elderly California woman)...

401(k) lawsuits creeping down to smaller plans

August 6, 2019

Lawsuits filed against employers for allowing excessive fees to be charged in their 401(k) plans have, until fairly recently, targeted only the largest entities, those with more than $1 billion in their retirement plans. However, lawsuits filed...

Tech to help advisers plan for more years of healthcare costs in retirement

August 5, 2019

Increasing lifespans mean consumers face more years of medical expenses in retirement. Add in the trends of rising healthcare costs and the burden of payment shifting to consumers from employers, and people need more help than ever managing...

New DOL advice rule must factor in reality of aging investors

August 3, 2019

The responsibility ahead for Eugene Scalia, President Donald J. Trump's nominee for labor secretary, should he be confirmed, is enormous. No less than the well-being of Americans in retirement rests on the decisions his agency has before it....

Advisers resist SECURE Act provision to limit inherited IRAs

August 2, 2019

Major retirement-savings legislation working its way through Congress mostly draws praise, but investment advisers are concerned that a provision in the bill that would limit inherited individual retirement accounts will hurt their clients....

Risky Business: How to Handle the Topic of Risk With Your Clients

July 31, 2019

If there's one thing every client has in common it's this: no one enjoys losing money. And yet market downturns and other losses will occur—and that can leave you in a difficult position. Particularly if you haven't planned ahead. What does...

Reducing the number of 401(k) record keeper partners poses a challenge for plan advisers

July 30, 2019

Most retirement plan advisers work with dozens of record keepers because it's easier not to force new clients to change their 401(k) record keeper when the plan adviser is hired. But it's hard for plan advisers to manage working with so many...

DOL rule enables small businesses to offer retirement plans through trade associations

July 29, 2019

Small employers who belong to the same trade association will be able to band together to offer retirement plans to their employees under a Labor Department rule released Monday. Under the DOL rule, retirement programs could be offered by associations...

More US parents expect their children to help pay for college

July 29, 2019

When parents take their children out to dinner, more often than not it's expected that Mom or Dad will pick up the tab; when it comes to college, it's a trickier question. (More:​ College costs can sink parents, too) A survey of U.S. parents...

Social Security has special rules for divorce

July 23, 2019

No one would deny that Social Security is complicated. With about 2,700 rules governing benefits, it is no wonder that financial advisers and their clients are often confused by the best way to maximize benefits. When it comes to divorced clients,...

Longevity planning will be a central mission for advisers of the future

July 22, 2019

As people live longer, healthier lives, they will need more help managing their money through retirements — which likely will last longer, too. At a recent roundtable discussion hosted by InvestmentNews on the Future of Financial Advice, many...

Don't be unnerved by health-care cost estimates for retirement

July 22, 2019

Retirees face a variety of risks: bear markets, inflation, uncertain lifespan and declining health and the associated costs. Among these, health and health-care costs are the top concern for the majority of retirees, according to a recent T....

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