Vanguard: Auto-Enrollment Boosting Retirement Savings
Retirement plan participation is around 75%, up from two-thirds a decade ago, Vanguard reports.
Retirement Plan Participants Need You — Now!
The same advisors who will fight tooth-and-nail for a 401(k) rollover have no advice for the existing company 401(k) plan. You can change that.
DOL Fiduciary Proposal Threatens Small-Biz Retirement Plans: U.S. Chamber
Former EBSA head Brad Campbell notes another potentially "significant" problem of DOL plan is requiring advisors to purchase "fiduciary insurance."
The Retirement Spending Account: Annuity Alternative
A new retirement income product—the retirement spending account—combines aspects of a traditional retirement savings vehicle and an annuity. Watch the pitfalls, however.
DOL Fiduciary Rule Out by May 2016: Lawyer
DOL must finalize a rule in the next year in order to implement it before another president takes office, ERISA lawyer Steve Saxon says.
GOP Lawmakers Demand More Info on DOL, SEC Fiduciary Collaboration (Again)
Two House Republicans say they haven't received "compelling information from DOL that meaningful coordination has taken place" between Labor and the SEC on fiduciary.
What Makes Sequence of Returns Risk So Dangerous
Ron Surz uses a thought experiment to clarify sequence of returns risk and its perilous implications for target-date investors.
DOL Shouldn't Rubber-Stamp Waivers for Guilty Banks, Democrats Say
Sen. Warren and others want DOL to hold a hearing on waivers requested by four megabanks to remain “qualified professional asset managers” despite guilty pleas.
Ordinary Americans Shouldn’t Need a Ph.D. in Finance to Retire
Morningstar spotlights research on the behavioral barriers that derail Americans from saving for retirement.
11 Best & Worst 529 College Savings Plans of 2015: Morningstar
ThinkAdvisor looks at the college savings plans rated Gold, Silver and, well, Negative.