Financial Engines’ Managed Accounts Surpass $1 Trillion
The Sunnyvale, California-based company now has a presence in 144 of the Fortune 500’s defined contribution plans.
Is There Really an Advisor Exam Problem?
Head scratching continues over what to do about boosting SEC advisor exams — or whether the supposed deficiency is just a political football.
IRS Should Get Tougher on Charities: GAO
Budget cutbacks have called into question the adequacy of IRS ability to police tax-exempt groups, the GAO says.
Setting Realistic Goals for 21st Century Retirement
Many early and pre-retirees maintain unrealistic expectations regarding the lifestyles they'll be able to maintain.
More Seniors Facing Retirement with Student Loan Debt
A recent government study reveals that the number of Americans that carry student loan debt into their retirement has increased by at least 400 percent in the past decade
IRS Pushed to Crack Down on ‘Mega IRAs’
GAO report offers recommendations to IRS on reining in large retirement accounts with hard-to-value assets.
Seniors Hold Growing Share of National Student Debt
Seniors now account for more than 15% of the total national student debt burden.
IRS Boosts Retirement Plan Contributions for 2015
The IRS announced cost-of-living contribution increases for pension and other retirement plans for 2015.
Third of Clients Say They Didn’t Get Adequate Financial Planning Services
New research from the Financial Planning Coalition shows a lack of appropriate regulatory standards for those who say they are “financial planners.”
American Funds Fights Active Management ‘Misperceptions’
Decades old, the debate over passive investment strategies vs. active isn’t about to die down anytime soon.