Illinois OKs Roth IRA-Style Retirement Plan
ASPPA applauds the law, which will require employers with 25 or more workers to offer private retirement plans or use the state program.
Raymond James Adds $1.1M UBS Rep, Ex-RBC Team
Meanwhile, Focus Financial affiliate adds an advisor with some $200 million in assets.
Top 15 States With Best 401(k) Participation Rates
Nationwide, only 71.6% of participants have contributed to their workplace 401(k) plan in the most recent plan year, a new Judy Diamond study says.
Washington Watchers See Big Retirement Push in 2015
Retirement planning officials should prepare next year for the release of DOL’s fiduciary plan, the official launch of Obama’s MyRA and more.
SRI on the Rise
If your clients aren't already asking about sustainable investing, there's a good chance they will be soon.
20 Best & Worst Tax States
Conservatives and liberals generally agree on what a “fair” state and local tax system looks like, but no state actually has such a system.
Frustrated States Push to Fill Small-Business Retirement Gap
Seventeen states are at some stage of legislating state-administered plans that hope to deliver retirement plan access to small employers.
Top 15 Most Expensive States for Long-Term Care: 2014
A range of LTC services spanning 14,800 LTC providers was used for Genworth’s annual study to rank these costly states.
Knut Rostad, Fiduciary’s Long-Term Leader: The 2014 IA 25 Profile
If you want to know about the fiduciary standard, Knut Rostad’s your guy.
Physician Assistance: How to Advise Doctor Clients
Most advisors prefer to work with higher-net-worth people, and for many advisors, medical doctors and dentists constitute a key client group.