Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
Lawmakers Air Concerns About DOL Fiduciary Redraft
Lawmakers air concerns about the upcoming DOL fiduciary redraft release, lay out plans to ensure next Congress keeps the current retirement planning tax incentives intact
Target-Date Funds’ Distorted Investing Strategy: Research Affiliates
Researcher Noah Beck says there’s a much better portfolio strategy to use than target-date funds’.
DOL to Hold January Hearing on Credit Suisse’s Retirement Plan Manager Status
DOL to hold public hearing to discuss QPAM status after Credit Suisse pleaded guilty to tax fraud.
Retirement Spending Plans Should Follow Pension Strategy: Russell
Pensions’ funded ratio method offers a “simple yet powerful percentage that most clients understand immediately,” a Russell study says.
IRS Clarifies IRA-to-IRA Rollover Guidance
Meanwhile, Ed Slott said rollovers were a "minefield" of "rules and traps" and named five areas where advisors commonly slip up.
SEC’s Enforcement Division ‘Here to Stay’ in Muni Bond Market
It’s been a year of many firsts for enforcement and regulation in the municipal bond market, which has previously received little attention, says SEC’s Ceresney.
How to Maximize Post-Retirement Income: The Principles
Proper sequencing of withdrawals from taxable accounts, tax-deferred accounts (IRAs and 401(k)s) and Roth accounts can make or break a client’s retirement income plan.
Schwab Impact Awards Go to 3 RIA Firms, Recordkeeper
Schwab Advisor Services gave its first-ever Best-in-Retirement Business honor in addition to its RIA awards.
Are Deferred Annuities Becoming the Default 401(k) Investment?
The IRS’ approval of deferred annuities in TDFs makes it very likely that the prevalence of these products is about to explode.