401(k)s Keep Getting Cheaper
The average expense ratio for mutual funds in 401(k)s is down 20 points from 2009, BrightScope and ICI found.
3 Questions Retirement Plan Sponsors Ask About Advisors
What are retirement plan sponsors looking for from plan advisors? Advisors may need to start at the beginning, says David Levine.
Which Bob Doll Economic Predictions for 2015 Were Right or Wrong?
The yearly predictions of Nuveen’s chief investment officer are closely watched by advisors and investors.
Alternative Investments Are Sneaking Into DC Plans
Adoption of alternative investments in DC plans has lagged DB plans, but that's beginning to change, despite plan sponsors' reluctance.
Bull Market Getting ‘Long in the Tooth’: Morningstar
Investors (and advisors) may want to look at "value plays," as earnings dip and the market shows signs of "late-cycle behavior."
Top Portfolio Products: Vanguard Adds Core Bond Fund
Why Vanguard is adding another actively managed bond fund to its stable of funds.
Kotlikoff: 10 Ways to Maximize Social Security Benefits Under New Law
Nearly 1.5 million baby boomers have the next four months to decide whether to file and suspend their Social Security benefits, or to suspend if they have already filed.
20 Things Bob Rodriguez Is Watching in 2016
The famed money manager anticipates a dramatic and pivotal year.
Investment-Only Variable Annuities, Pt. 2: The Importance of Due Diligence
With a better idea as to when--and which--clients might benefit from IOVAs, it's time to review the necessary due diligence on these annuities.
How to Protect Inherited Retirement Assets
Designating a beneficiary for clients’ retirement accounts doesn’t guarantee the assets will be properly distributed, lawyer John Goralka warns.