Top 5 Fixed Annuity Benefits to Discuss With Clients
The opportunity to make investments with a guaranteed minimum rate of return is just one of the reasons why fixed annuities are gaining steam.
Retirement Plan Participants Unhappy With Plan Sponsors
Third annual American Century survey finds most workers wish they had saved more, and wished their employer would give them more guidance.
Boomers Drive IRA Rollover Surge, Advisors Lead Pack as Recipients: Cerulli
Aging Baby Boomers who consolidate their accounts will push asset growth to $12 trillion by 2020 and advisors, so far, are getting most of it.
Massachusetts Distributes $3 Million to 14,000 Swindled Investors
Massachusetts said 14,000 investors have received a total of $2.9 million in settlements related to the illegal TelexFREE pyramid scheme.
Morningstar: Everplan's Schneiderman on a New Service for Advisors' Clients
Abby Schneiderman announces an advisor version of Everplans.com, which helps people "get together all the important information that their families need if something happens to them."
Ken Fisher’s 401(k) Unit Says DOL Fiduciary Plan Limits Investment Advice
Small plans could be hurt; DOL must also “make clear” some marketing activities are not fiduciary activity, Fisher unit said in comment letter.
12 Weakest States for Retirement Security: NIRS
There’s “room for improvement” in all states to build better retirement support systems, Diane Oakley said.
Minimizing Excess Roth IRA Contribution Penalties
Clients have options when they mistakenly contribute to a Roth IRA, but timing matters.
Fidelity Adds $56B in DC Plan Sales, Commitments
Fidelity touts its growth both in the smaller end of the market and with mega-clients like Delta Airlines and GM.
9 Best States for Retirement Security: NIRS
States were scored based on retirement savings, costs for retirees and labor market conditions for older workers.