Fidelity to Pay $12 Million to Settle 401(k) Suits
Fidelity's own employees alleged the mutual fund giant charged excessive fees in the company’s own 401(k) plans.
Top 5 Retirement Expectations of Boomers
Baby boomers are retiring in droves. In five charts, here are their expectations for the future, according to IRI.
Managed Accounts: Next Up for Reform?
The recent GAO report on 401(k) managed accounts raised some pretty serious questions about their worthiness.
Are 10% Portfolio Returns Reasonable?
Many financial advisors, robo-advisors in particular, often rely on historical return data. How reasonable are these averages for retirement investors?
4 Ways Advisors Can Help Single Parents Plan for Retirement, College
Saving for retirement and a college education is a constant battle. Here are a few ways advisors can guide single-parent families.
5 Tax Strategies to Pay for College Without Going Broke
One wealth advisor shows how small-business owners can use IRS rules to defray tuition expenses, in effect creating a "tax scholarship."
Smaller 401(k) Plans Beat Larger Ones: Study
What is one thing that smaller 401(k) plans have that larger ones don't? It's not better investment options.
Managed Accounts Could Be Made Safer for 401(k) Investors: GAO
The DOL will consider GAO recommendations to require more disclosures and better guidance for retirement plan sponsors from managed account providers.
Single Parents Choose College Savings Over Retirement
Single parents face "tremendous pressure" to balance college and retirement savings, Allianz says.
Most IRA Investors Withdraw the Bare Minimum: EBRI
Why? Taxes are a big driver of keeping withdrawals small, IRA expert Ed Slott says.