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.
IRA Rollovers Face Scrutiny by ERISA Panel
The volume of retirement assets rolling out of defined contribution plans has gotten the DOL's ERISA Advisory Committee’s attention.
Fear and Loathing at PBGC
The agency faces a crucial few months as it lobbies Congress to help it address nothing less than the potential collapse of federal pension insurance.
NAPFA Bans Stakes in Commission-Based Firms
The association will no longer allow members to hold a 2% ownership interest in a financial services firm that receives transaction-based compensation.
Thousands of 401(k)s Fail Nondiscrimination Test
In 2012, the year for which the most recent data is available, $794 million in 401(k) contributions were returned to highly compensated employees.