Congress Begins to Tackle Retirement
Congress this week is turning its attention to the country’s retirement security crisis, particularly for workers in small and midsize businesses.
Covering the ‘Naked’ Fiduciary in Retirement Plans
Retirement plan sponsors and advisors are getting more sophisticated about their fiduciary liability insurance needs, but the problem is far from resolved.
Frustrated States Push to Fill Small-Business Retirement Gap
Seventeen states are at some stage of legislating state-administered plans that hope to deliver retirement plan access to small employers.
ERISA’s Midlife Crisis
On ERISA's 40th birthday, a growing chorus of voices say the landmark retirement income security law needs an overhaul.
9 Worst States for 401(k) Plans
While any company can design a better plan no matter the state it's in, the trends are nonetheless telling.
Fidelity to Pay $12 Million to Settle 401(k) Suits
Fidelity's own employees alleged the mutual fund giant charged excessive fees in the company’s own 401(k) plans.
Managed Accounts: Next Up for Reform?
The recent GAO report on 401(k) managed accounts raised some pretty serious questions about their worthiness.
Wilshire Launches Liquid Alt Indexes
The news is the latest in a long line of evidence suggesting the asset class is here to stay.
Most Americans Don’t Understand Annuities
The good news for the annuity industry: most Americans would consider the fixed income products to finance some aspect of their retirement.
New Longevity Annuity Rules: 5 Things to Know
The rules could be a game changer for how boomers, and their advisors, allocate 401(k) and IRA assets going forward.