Target-Date Funds Are 'Yesterday's Technology,' Says Stadion's Doherty
Stadion president and CEO Jud Doherty thinks every 401(k) plan will include a managed account option within 10 years.
L Bonds: The High-Yield Alternative Asset You Probably Never Heard Of
GWG Holdings’ L bonds are yielding 5.5%-8.5% for maturities from two to five years, but the bonds are unrated and illiquid.
Moeller on Medicare: Advisors, Beware of Land Mines on Timing, Coverage
Philip Moeller, who has covered Medicare for decades, says the program is monstrously complicated.
Tiny Social Security COLA to Pinch Seniors as Medicare Costs Surge
Payments could rise just $5 a month in ’17 versus the $150 seniors have lost with low inflation, says one group.
Divorce Is Destroying Retirement
Even as divorce rates for younger Americans have fallen, failed marriages among people over 50 doubled from 1990 to 2010.
Top Portfolio Products: A Whiskey and Spirits ETF; Target Date App for DC Plans
WSKY invests in global companies that earn much or some of their revenue from the production of alcoholic beverages.
DOL Fiduciary: Outsourcing Offers Small Firms a Lifeboat
The primary focus for smaller plan sponsors looking to comply with the DOL fiduciary rule will likely be on mitigating risks through outsourcing.
For Pre-Retirees Delaying Social Security Benefits, New Tools May Help Fill Income
LifeYield enhances its Social Security Advantage platform to help advisors replace income when clients delay Social Security benefits.
Coordinate Retirement Withdrawal Strategies to Generate Most Income
Advisors can “raise the bar” on Social Security advice by coordinating clients’ account withdrawals and claiming strategies.
Half of Americans ‘Very’ Confident in Meeting Retirement Goals: SSGA
Retirement savers’ confidence remained stable in 2016 after a big jump in 2015, an SSGA retirement survey found.