After the SECURE 2.0 Act's new rules resulted in confusion, the IRS issues notice providing relief on required minimum distributions.
If plans can address liquidity and valuation concerns, they could benefit from higher returns, Georgetown CRI found.
With several major provisions of the Tax Cuts and Jobs Act due to sunset by the end of 2025, advisors should be talking to clients about their tax-deferred savings.
Nick Good takes over the role from Ascensus CEO and Chair David Musto, who will now devote more of his time to overall leadership of the organization.
A new rule for 529-to-IRA rollovers could help those who have both retirement and college savings goals.
With the pool for Friday’s draw having grown to an estimated $560 million, advisors urge anyone experiencing a windfall to proceed cautiously.
The median retirement account balance among Gen Xers is just $10,000, NIRS found.
The Senior Citizens League increased its estimate for the 2024 cost of living adjustment to 3%.
This marks the third Texas acquisition this year for Captrust, which now has 69 deals on the books.
The settlement sends an uncomfortable message to retirement plan advisors and other fiduciaries, an observer says.
Hot on the heels of the Presley family’s document drama, a similar quarrel was decided this week in court regarding the last wishes of Aretha Franklin, who died in 2018.
First rule: There must be at least a decade between 'I do' and 'I don’t.'
The Labor Department's advice rule is likely to lead to controversy over whether a recommendation to roll funds from a 401(k) to an IRA constitutes advice.
The rational, eat-your-vegetables approach to retirement peace of mind only goes so far. Advisors must become more adept at helping clients to prepare emotionally.
Some clients have unrealistic expectations about retiring early while others are overly pessimistic, advisors say.
A plaintiff alleges that ESG led to lower returns, but the case brought against American Airlines' defined-contribution plan might be more political than substantive.
An Allianz Life study highlights the pain Americans are suffering from tighter monetary policy, as well as their fears of a major recession.
There are many ways for clients to make sound investment decisions with their tax refunds, but it's important to understand their entire financial picture before giving advice.
More than 83% of human resource leaders worry employees’ financial issues could impact their productivity, while 66% of employees agree financial stress is negatively affecting their work and personal life.
A new study ranks the Sunshine State as the second-most popular state for Americans thinking about relocating. But it also tops the list of states residents are seeking to leave.
