10 Scary Retirement Stats
These 10 stats could motivate just about anyone to make retirement planning a priority.
Retirement Plan Participants Unhappy With Plan Sponsors
Third annual American Century survey finds most workers wish they had saved more, and wished their employer would give them more guidance.
Boomers Drive IRA Rollover Surge, Advisors Lead Pack as Recipients: Cerulli
Aging Baby Boomers who consolidate their accounts will push asset growth to $12 trillion by 2020 and advisors, so far, are getting most of it.
On Social Security’s 80th Birthday, Americans Still Love It
Retirement and independent living hinge on program benefits, AARP survey finds.
DOL Fiduciary Plan Needs Rollover Exemption: Retirement Experts
Lawmakers and ARA say a new exemption is needed so plan advisors won’t be prohibited from helping participants with rollovers.
Ken Fisher’s 401(k) Unit Says DOL Fiduciary Plan Limits Investment Advice
Small plans could be hurt; DOL must also “make clear” some marketing activities are not fiduciary activity, Fisher unit said in comment letter.
12 Weakest States for Retirement Security: NIRS
There’s “room for improvement” in all states to build better retirement support systems, Diane Oakley said.
Minimizing Excess Roth IRA Contribution Penalties
Clients have options when they mistakenly contribute to a Roth IRA, but timing matters.
Huge Turnover of 401(k) Plans Possible in 2016
Providers of 401(k) plans will need to be prepared to defend their work — many plan sponsors are doing formal reviews next year, Cogent reports.
Democratic Senator Criticizes DOL Fiduciary Rule as Hearings Near
Sen. Claire McCaskill of Missouri says she's worried about access to advice for small investors; Washington Analysis gives its prognosis for the rule.