Fidelity Realizes Dramatic Increase In Retirement Plans
Fidelity Investments added 522,000 defined contribution plan participants and $25.2 billion in assets under administration during the first half of this year, a 36% increase over the assets added in...
View ArticleMultiple Employer Retirement Plans Restricted By DOL Ruling
A recent Department of Labor ruling on multiple employer retirement plans prohibits RIAs from creating and administering plans for a group of unrelated employers.
View ArticleEight Tax Topics For Clients
With major tax law changes expected, here are eight relevant topics you may want to discuss with clients.
View ArticlePrepare 401(k) Participants For Retirement
Here are nine principles you can use to help clients understand how they can plan to create a “paycheck” from retirement investments, says this expert.
View ArticleUse These Five Tips To Head Off Problems With 401(k) Clients
Financial planners who advise on 401(k) plans need to get out in front of sponsors and plan participants to explain new disclosure rules effective next week, says this retirement plan expert.
View ArticleDefined Contribution Plans: Missing The Forest For The Trees?
Putting fund performance front and center in terms of the plan sponsor’s priorities is an error with far-reaching implications, says this paper.
View ArticleMore Employers Pushing 401(k) Plans, Says Survey
More employers are providing employees with 401(k) plan features aimed at encouraging plan participation and savings, according to a survey by Schwab Retirement Plan Services released yesterday.
View ArticleNew Retirement Plan Fee Reporting A Value-Add Opportunity For Advisors
The new retirement plan fee reporting requirements can be a way for advisors to demonstrate their value to their clients, says a 401(k) expert.
View ArticleThe Hartford To Sell Retirement Business To MassMutual
The Hartford has signed a definitive agreement to sell its retirement plans business to Massachusetts Mutual Life Insurance Company for $400 million.
View ArticleRetirement Assets Drop In Second Quarter
Total U.S. retirement assets were $18.5 trillion at the end of the second quarter, 2 percent less than they were at March 31, reports the Investment Company Institute.
View ArticleMore People Than Expected Will Have Retirement Plan Savings, ICI Says
It’s commonly cited that 50 percent of American workers have access to employer-sponsored retirement plans, but the share of population that will have accrued such retirement benefits will be far...
View ArticleArnott Misses Fundamental Points, Says Folio Investing CEO
Robert Arnott’s recent criticism of target-date fund strategies is an “unfortunate” analysis that misses fundamental points, says Folio Investing’s CEO Steven M.H. Wallman.
View ArticleArnott Defends Glidepath Conclusions
Rob Arnott, chairman of Research Affiliates, is taking issue with criticism leveled by Folio Investing CEO Steven M.H. Wallman.
View ArticleGuardian Retirement Solutions Appoints National Sales Manager
Stephen Davis joins platform focused on small-plan 401(k) market.
View Article401(k) Ownership Grows As IRA Ownership Falls, Says Study
IRA ownership has fallen and fewer American families are participating in workplace retirement plans, although more are investing in 401(k) plans, according to a recent report by the Employee Benefit...
View ArticleThe New Pension Plan
John C. Bogle offers five recommendations for improving our badly flawed retirement savings system.
View ArticleSome Investors Using Retirement Money To Buy Foreclosures
David and Michelle Haisley from Fort Wayne, Indiana, weren’t happy with the performance of their retirement funds, so they made another investment -- a foreclosed home for $27,000.
View ArticleFidelity 401(k) Balances At New High
Average 401(k) balances at Fidelity Investments are at the highest they've been since the company started tracking the data 12 years ago, at $75,900 per account holder.
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