Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
Auto-IRA Provision in House Tax Bill Violates Securities Laws: ASA
By Melanie Waddell"Current securities laws prevent an employer from establishing an IRA on behalf of an individual," said American Securities Association CEO Chris Iacovella.
September 30, 2021
Class-Action Suit Over Allstate 401(k) Plan Can Go ForwardA judge has dismissed a motion to drop a suit against Allstate and its plan fiduciaries for mishandling 401(k) management choices.
September 30, 2021
Peter Mallouk: Target Date Funds a 'Terrible Choice' for Most InvestorsThe Creative Planning CEO sparked a heated debate over the merits of this popular retirement investment.
September 29, 2021
Courts Muddy the Waters on 401(k)s in BankruptcyA court recently ruled that inherited 401(k)s were safe; another ruled that contributions started after declaring bankruptcy were not.
September 29, 2021
Lori Hardwick Named Vestwell ChairHardwick, CEO of RedRock Strategic Partners, also sits on the boards of Cetera, Genstar and Orion.
September 28, 2021
Vanguard Merging Retirement Funds, Cutting Fees, Adding a New OptionThe changes could lower costs for target date fund investors by $190 million, Vanguard says.
September 28, 2021
Wade Pfau: How to Pick the Best Retirement Income Strategy for Each ClientThe best ways to generate income vary by individual and may not align with the advisor's preferences, Pfau tells ThinkAdvisor.
September 27, 2021
Trade Groups Urge DOL to Extend Fiduciary Rule Compliance DateThe groups express concern that small firms can't afford to comply with a Trump-era rule that may soon be replaced.