Senate Tax Cut Bill No Longer Taxes 401(k) Catch-Up Contributions
The bill, being marked up in the Senate Finance Committee, also reinstates nonqualified deferred comp plans.
Will More Firms Leave Broker Protocol?
After Morgan Stanley's exit, the recruiting scene could shift in a variety of ways, says one industry watcher.
11 Facts to Know About Catch-Up Contributions
As the Senate debates removing tax incentives for extra retirement savings, here are 11 facts to consider about catch-up contributions to retirement plans.
Jackson Enters Private Wealth and Trust Market: Portfolio Products
Millennium Trust and Paychex team up on a new Simple IRA offering for small businesses.
Securities America Nabs $1.7B OSJ From National Planning Corp.
Two Ladenburg Thalmann-owned BDs have landed billion-dollar groups.
2018 Social Security COLA to Be Wiped Out by Medicare Premium Hike
Most or all of the 2% COLA will be spent on the expected increase in Medicare premiums, according to The Senior Citizens League.
‘Financial Caregiving’ Is Widespread and Expensive
"Financial caregiving" is a near-universal part of elder care but has remains largely unexamined. Merrill and Age Wave studied more than 2,000 caregivers.
Senate Democrats Rip GOP Tax Limits on 401(k)s, Offer Their Own Plan
Democrats "have been slack-jawed at the idea that they [GOP lawmakers] just cannot keep their hands off your 401(k),” said Sen. Ron Wyden.
What Morgan Stanley’s Broker Protocol Exit Means for Advisors
Morgan Stanley says the accord has become unsustainable; a recruiter says the policy change could make it harder for advisors to leave.
VictoryShares Introduces High Dividend Emerging Market ETF: Portfolio Products
Columbia Threadneedle Investments launched a new target date solution.