Retirement

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.

Millennials and baby boomers fret over how they will pay for their golden years and are eager for answers from employers.

Plan sponsors need to be especially focused on not only the expenses they pay, but also how they pay them, says columnist John Ludwig.

Employer anxiety about offering you a 401(k) plan is rising rapidly, and for potentially good  and expensive  reasons. Class-action lawyers are targeting a wider variety of alleged breaches of fiduciary duty in retirement offerings and suing a broader range of entities, including college and university 403(b) plans.

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.

Clients should realize that reaching the finish line of their career means the start of a new chapter of life.

Clients should realize that reaching the finish line of their career means the start of a new chapter of life.

Employers are still reluctant to offer insurance-backed products, says Willis Towers Watson consultant Bill Dewalt.

Lawsuits have been filed against eight private universities sponsoring defined contribution code Section 403(b) and 401(a) retirement plans