A recent district court decision has implications for how retirement plan sponsors should monitor their adviser.
Depletion of Disability (DI) trust fund pushed back five years due to a temporary increase of its share of the payroll tax.
Persistently low interest rates have hammered insurance company profitability.
Broker-dealer hasn't yet determined whether the platform will be mandatory when it launches next year, given the fluid regulatory environment.
About 40% of the tax cut would go to the top 1% of earners, who'd see an average after-tax gain of 17.8%, new study says.
Concern about 'Rothification' as part of larger tax reform spurs lobbying.
Though the House version would repeal the 3.8 percent tax on net investment income and 0.9 percent Medicare surtax, the Senate is trying to win over moderate holdouts.
The settlement, if approved, would be among the largest in cases alleging enrichment due to use of proprietary investments.
The plaintiff claims the plans were "loaded" with proprietary mutual funds, and 98% of the investable assets were held in company-affiliated investments.
Several obstacles await lawmakers, including an ongoing health-care fight and deadlines to keep the government running, let alone divisions among Republicans on the basic parameters of a tax bill.
Eligibility rules are more lenient for the survivors of young workers because of their brief careers.
Advisers preparing new financial plans are flying blind when it comes to clients' health-care needs.
Employers can avoid headaches by not exercising control over the health savings account process.
Benefits of one — or both — could be reduced due to excess earnings.
Growth has lagged outside of the nation's largest cities in New York, California and Florida.
Benefits of one — or both — could be reduced due to excess earnings.
The rule is a blip for elite plan advisers, but there are a number of ways inexperienced advisers are reacting.
Tax advantages lead to investing and the need for financial advice.
The firms, which focus on active management, are seeking flexibility to lower fund fees.
Financial advisers will need to become fluent in pension math to properly guide clients
