The change may not be that big a deal for many clients, but they need to understand their options.
With Fidelity imposing an additional fee, Vanguard likely will look less attractive compared with comparably priced index-fund providers, advisers said.
Investors in such instruments are eligible for a 20% tax deduction as a result of the pass-through provision.
Data analysis can illustrate how healthy behavior increases longevity and reduces retirement expenses.
Increasing longevity is a key factor explaining why a growing portion of Americans aren't ready for retirement.
Diverse efforts and a tweet from Trump came together for rescue
Limited services available in field offices during funding lapse.
The 0.05% fee is ostensibly a response to Vanguard's distribution model, but may also make the company's funds less attractive due to higher cost.
The vast majority of financial services professionals still fail to incorporate home equity planning or reverse mortgages into their practices
Outdated assumptions about younger investors risk harming their returns.
About 83% of plan sponsors reviewed their fees, and of those, 40% reduced overall fees, according to a new study.
Analyzing rollovers could involve some challenging steps, like gathering information about investments, services and expenses in the retirement plan.
Unlike DOL fiduciary rule, New York's best-interest rule covers life insurance sales and could be a harbinger for other states
This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.
About 83% of plan sponsors reviewed their fees, and of those, 40% reduced overall fees, according to a new study
A contract may not protect advisers to the extent they believe.
Shockingly few retirement plan participants know much about investment fees or even read fee disclosures.
This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.
The retirement crisis requires big and bold solutions from plan providers, advisers and sponsors.
Numerous changes to individual and business tax provisions are likely to create at least short-term demand for advice.
