Retirement planning

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

Clients who have assets in an IRA but want to reduce the costs may want to roll the money into their 401(k) plan if their employer allows such transfer.

Half of workers say they would save for retirement if payroll deduction was available, according to new research from LIMRA.

Unlike Wall Street, most Americans with savings plans such as 401(k)s tell pollsters they expect the fat returns to continue.

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.

Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.

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.

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.

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.

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

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.

After establishing an automatic enrollment program, employers should implement new features to fine-tune employee retirement savings plans.

After establishing an automatic enrollment program, employers should implement new features to fine-tune employee retirement savings plans.

One easy measuring stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

Hiring an outsourced plan administrator to do a job that can be handled by a TPA is unnecessary and even redundant.

Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.