Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Law Firms Risked It All on 401(k) Fee Suits, and It’s Paying Off
By Lizzy McLellanDespite some major recoveries in class actions over excessive 401(k) fees, few lawyers are willing to litigate these cases.
August 22, 2016
401(k) Lawsuit Accuses Morgan Stanley and Board of Self-DealingA former employee says Morgan Stanley knows exactly who should buy its worst performing funds: the banks own workers.
August 18, 2016
HSAs: The Retirement Savings Tool Most Clients Aren't Using (Yet)Health savings accounts combine the tax advantages of 401(k)s and Roth IRAs, making them an effective way to save for health costs in retirement.
August 17, 2016
Latest 403(b) Suit Targets Columbia University"Until employers recognize their duties and fulfill their duties, these cases will keep coming," says lawyer Charles Field of Sanford Heisler.
August 17, 2016
College Costs: Kids’ Expectations vs. Parents’ Ability to PayMost children think their parents will pay all their college costs, but parents, many with their own student debt, have different ideas, a survey found.
August 16, 2016
More Americans Have Increased Their Retirement Savings in 2016: BankrateBankrate.com found that 21% of working Americans are saving more for retirement, the highest level reported in five years.
August 16, 2016
Hundreds of Thousands of 401(k)s Up for Grabs After DOL Fiduciary RuleBroker-dealers are wondering what to do with small plan sponsor clients serviced by generalist wealth managers.
August 15, 2016
Suits Against NYU, Yale, Duke Over 403(b) Fees a ‘Sign of Things to Come’This may be a whole new chapter in 401(k) and 403(b) fee litigation, employee benefits lawyer Carol Buckmann says.