Retirement benefits

The Insured Retirement Institute also would like to preserve the current tax treatment for post-work savings.

One way for clients to avoid or minimize their capital gains tax is to hold investments in tax-advantaged retirement accounts, such as IRAs and 401(k) plans.

Most employees are staying the course in their retirement allocations, according to research from the Investment Company Institute.

Consultants Keith Clark and Adam Pozek debate if 3(16) services add value to plan sponsors.

Benefits experts believe that even if the regulations get killed entirely, best interest standards will live on.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

DOL proposed extending a deadline for brokers to comply with its controversial rule requiring them to put clients’ interests first.

Advisers can provide more personalized guidance with a focus on education and turn saving for life after work into a movement.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

Employers need to determine whether the investment adviser they are working with is signed on as a fiduciary to their retirement plan, says adviser Robert Lawton.