Health Care Expenses for Retired Couples Hit Record $260,000: Fidelity
That's a 6% increase over last year, Fidelity reported. Meanwhile, HSAs' popularity is soaring.
Hundreds of Thousands of 401(k)s Up for Grabs After DOL Fiduciary Rule
Broker-dealers are wondering what to do with small plan sponsor clients serviced by generalist wealth managers.
Suits Against NYU, Yale, Duke Over 403(b) Fees a ‘Sign of Things to Come’
“This may be a whole new chapter in 401(k) and 403(b) fee litigation,” employee benefits lawyer Carol Buckmann says.
Social Security Turns 81
The program helps to finance the retirement of more than 40 million Americans but needs fixing to avoid payment cuts of 25% by 2034.
Millennials and Boomers Are More Alike Than You Think
Baby boomers and millennials share many similarities when it comes to saving and spending money, according to a TD Ameritrade survey.
Top Portfolio Products: Nuveen Launches Alternative Investment Platform
The platform, using technology from Artivest, lets advisors allocate alternative investments across client portfolios and monitor their performance.
Why Aren’t Retirement Savers Choosing Annuities?
Despite annuities’ benefits, Americans aren't buying into them.
Morningstar to Help BDs Manage Small 401(k)s
Morningstar Plan Advantage will let broker-dealers offload the fiduciary responsibility of managing defined contribution retirement plans.
LPL Details New Mutual Fund-Only Accounts
The new accounts deliver “cost benefits of direct business but with the ability to supervise that comes with LPL custody,” the firm says.
CFP Board to Make Advisor Arbitration Results Public
All CFP Board arbitration results will be made public, with advisors' names removed in most cases, starting Sept. 12.