Spending in Retirement
Learn how to best work with clients to determine their optimal retirement spending plan.
Suits Against NYU, Yale, Duke Over 403(b) Fees a ‘Sign of Things to Come’
By Emily ZulzThis may be a whole new chapter in 401(k) and 403(b) fee litigation, employee benefits lawyer Carol Buckmann says.
August 15, 2016
Top Portfolio Products: Nuveen Launches Alternative Investment PlatformThe platform, using technology from Artivest, lets advisors allocate alternative investments across client portfolios and monitor their performance.
August 12, 2016
CFP Board to Make Advisor Arbitration Results PublicAll CFP Board arbitration results will be made public, with advisors' names removed in most cases, starting Sept. 12.
August 11, 2016
Using Roth 401(k)s to ‘Supersize’ Retirement Savings: Ed SlottYounger workers are increasingly attracted to Roth IRAs, but Roth 401(k)s allow them to save even more, IRA expert Ed Slott says.
August 10, 2016
TDF Providers Should Offer More Than One Series: CerulliTarget-date fund providers should offer more than one series of TDFs to meet the myriad needs of DC plan providers, Cerulli says.
August 10, 2016
SEC Charges Ex-NFL Player With Defrauding Former Coaches, ElderlyThe player cheated seniors and coaches, donors, alumni and employees of schools out of $10 million, the SEC said.
August 10, 2016
Social Security Replacement Rates Fall as Wives Earn MoreAlthough women make up nearly half of the U.S. labor force, Social Security is still designed for single-income couples, according to CRR.
August 10, 2016
Saving for Retirement Is Leading Cause of Financial Stress: Schwab PollEmployee 401(k) plans underpin retirement savings, but participants could do more to maximize benefits, a survey finds.