Use of TDFs Surges in 401(k)s
The use of TDFs in 401(k) plans has risen considerably from 2006-2012, according to a new study from BrightScope and ICI.
7 Facts About After-Tax IRA Rollovers
IRA expert Ed Slott cites seven important takeaways from the new IRA guidance on after-tax rollovers.
Indexed Universal Life Insurance: Sales Up, as Is Regulatory Scrutiny
Client interest in using indexed universal life as a retirement income source is stronger than ever, heightened regulatory scrutiny is similarly on the rise.
Stable Value Fund Group Makes Pitch to Risk-Averse Millennials
Stable value funds are ideal investments for millennial investors, according to Gina Mitchell, president of the Stable Value Investment Association.
NFP Rebrands Retirement Unit
NFP says its wholly owned subsidiary 401(k) Advisors Inc. has been renamed NFP Retirement.
Banks Primed to ‘Collapse Like a House of Cards,’ Banking Expert Warns
Stanford professor Anat Admati warns that the financial system is primed to experience another collapse, with little likelihood of averting the danger.
Fidelity Partners With Robo-Advisor LearnVest
Deal will give Fidelity IWS, National Financial advisors ‘preferred pricing’ and educational tools to reach ‘emerging’ and mass affluent clients.
GOP Blasts User Fees Plan, Tells SEC to Boost Exams Now
Reps. Hensarling and Garrett give SEC Chairwoman White a Dec. 5 deadline to detail how agency will reallocate resources.
For Investors, Guaranteed Retirement Money Trumps Growth
Concern over retirement income far outweighs investors’ interest in portfolio growth.
6 Facts About Self-Directed IRAs and Their Custodians: NASAA
“Fraud promoters can misrepresent the responsibilities of self-directed IRA custodians to deceive investors,” says NASAA's Beatty.