3 Trends Yield Great Prospects for Retirement Plan Advisors
Lawsuits, DOL fiduciary rule and a spate of bad news on active funds yield an unbelievable environment for new business. Here's how to take advantage.
Top 10 Retirement Planning Mistakes Lawyers Make
Big-firm lawyers may be smart and successful, but they make retirement planning mistakes just like everyone else, say financial planners.
The No-Taxes Retirement Plan Distribution Strategy
There is a variety of circumstances under which a client can take tax-free (or reduced tax) distributions from a retirement plan.
Insurers to ‘Have Their Butts Sued Off’ Under DOL Fiduciary Rule: NAFA Lawyer
In the first hearing in a series of lawsuits, NAFA argues the DOL fiduciary rule embodies overreach to do things Congress never intended.
DOL Finalizes State-Run Retirement Plan Rules
Labor wants to see more states, even cities, launch auto-enroll plans, especially for small businesses without retirement plans for workers.
DOL Fiduciary Rule Heads to Court, and Here’s What to Expect
Here’s a snapshot of the action unfolding Thursday, when a judge takes up NAFA’s request for a preliminary injunction against the rule.
Time for Fed to Normalize Rates: LPL's White
The chief investment officer of the IBD says that low interest rates are doing more economic harm than good.
Could Student Debt Swing the Presidential Election?
College students and their parents consider debt a bigger election issue than hot-button topics like unemployment and immigration, a poll finds, and they vote in large numbers.
4 Trends Driving DC Plan Management: SEI
One big trend: The fiduciary burden for plan sponsors is increasing.
401(k)s Put the Less Educated at a ‘Double Disadvantage’: Study
The shift from pensions to 401(k) plans is making retirement inequality much worse, a new study has found.