401(k)

The case, filed on behalf of an on-call branch office manager who works with advisers, follows similar retirement plan-related litigation recently filed against other firms, including Morgan Stanley.

For one strategy, clients should create income streams that have built-in protection, such as Social Security and long-term insurance.

The shift away from pensions means “double disadvantages for the less educated,” a study finds.

Focusing on these retirement plan options can provide an opportunity to engage executives in strategic planning with less compliance burdens.

More and more lawsuits are being filed to challenge plan fees and investments, underscoring the need for a new law.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

Morgan Stanley and its board were accused of mismanaging the firm’s 401(k) retirement plan and costing its employees hundreds of millions of dollars by picking inappropriate and costly investments, some of which were managed for the firm’s own profit.

One way is to open a health savings account as it offers tax-free withdrawals that people can use to cover a portion of their insurance premiums.

The company’s new retirement program, Spark 401k, aims to boost small business participation and ease challenges those employers face in offering workers DC plans.