Elimination of the tax break divorcees get for paying alimony gives them less incentive to be generous to their former spouse.
Plan sponsors will get access to Financial Engines' full suite of managed-account services and improved technology integration.
State and federal inquiries promise to drag on for months.
Lower tax rates make it more advantageous to fully fund pension plans, often a prerequisite to conducting a pension risk transfer.
Plan sponsors are risk-averse, so 401(k) advisers should highlight the benefits of new concepts while trying to minimize the risk, work and costs.
Advisers who have clients' best interests at heart should insist upon the disclosure of actual internal policy costs and performance.
Allowing in-plan Roth conversions and periodic distributions are among the changes plans could make to better serve older employees.
The DOL fiduciary rule and excessive-fee lawsuits are combining to raise the profile of fiduciary retirement plan advisers.
The products, also known as structured or variable-indexed annuities, have gained market share, and more insurers are rolling them out.
Crooks stole their benefits, but the victims received 1099s for reportable income.
TDFs now account for 20.4% of defined-contribution-plan assets, up from 18.4% in year-earlier period, according to Pensions & Investments survey
The market sell-off highlights the virtues of hedging.
Setting up an online account is a first step in preventing fraud, but it's not foolproof.
Traditional LTC insurers continue to be dogged by miscalculations on old policies.
Setting up an online account is a first step in preventing fraud, but it's not foolproof.
Over the past week, 401(k) participants have been trading much more than usual, moving from equities into fixed income and money funds.
Report data contradicts sponsors' fears of HSAs cannibalizing 401(k) savings
Finra was investigating Brett Ashy for unauthorized transaction.
The new law may change the appropriate mix of tax-deferred and Roth contributions for clients.
The government will use an inflation measure that causes things like marginal income tax rates to rise more slowly.
