American College Launches New Wealth Management Certification Program
The curriculum focuses on how investments can be used to meet the goals of individual investors, according to Dean Michael Finke.
Seattle Establishes Retirement Plan
When it takes effect, the estimated 200,000 Seattle workers without workplace retirement plans will be automatically enrolled.
Bipartisan Bill Would Allow Electronic Delivery of 401(k) Statements
Receiving Electronic Statements to Improve Retiree Earnings (RETIRE) Act would cut out wasteful, expensive paper trail
401(k) Tax Changes Would Slash Retirement Savings: Wells Fargo Survey
Without tax deferral, 401(k) savings would plummet, a Wells Fargo-Gallup survey found.
Retirement Crisis? Only for Those Nearing Retirement
“For those close to retirement today, the environment is going to be dramatically different,” a BlackRock Retirement Institute exec says.
The Rise of the Volatility-Controlled Annuity
Some clients might be interested in another way to get a little more shelter from any index storms.
Tax Bill Could Have Big Impact on Small-Biz Retirement Plans
More than 320,000 pass-through businesses offer retirement plans, which the bill provides a disincentive to do, says ARA's Brian Graff.
Andy Friedman Answers Top 7 Advisor Tax Bill Questions
Friedman, a former tax attorney, answers questions on alimony, deferred compensation and more.
Building a Solid Retirement Plan at 3 Income Levels
Take a cue from Ebenezer Scrooge's three ghosts.
America's Retirement System Is Too Inconsistent
Among the world's most affluent democracies, the U.S. system has the biggest gaps. It also looks the most fixable.