Updated Friday, July 25, 2014 as of 2:44 AM ET
How to Enhance 401(k) Plans: Thursday's Retirement Scan
Our daily roundup of retirement news your clients may be thinking about.
How to fix the 401(k) and income inequality in one fell swoop
A former federal official has proposed to reduce the tax benefits of 401(k) contributions to high-income workers, and to establish a universal 401(k) plan that would have features, such as low fees and automatic enrollment, to fix the retirement system. The proposed universal 401(k) plan was considered in the past, but it failed to gain support in Congress. The government could still have other options to address the problem, such as cutting the federal estate tax exemption.  --CNN Money   more »
More in Portfolio
New rules will require institutional prime funds to allow NAV to float to market value. more »
The company has been under consideration as systemically important for more than a year, and its executives have met more than 10 times with council staff members to argue it doesn’t pose a risk. more »
A 401(k) for everyone; A disturbing look at the new retirement; To get the annuity right, start at the finish line more »
U.S. investors are used to treating money-market mutual funds as the equivalent of a checking account. That is about to change for the riskiest of the funds. more »
The U.S. Supreme Court has limited bankruptcy protection for inherited IRAs. Here's how you can continue to take care of clients' hard-earned legacies. more »
Index mutual fund assets are at new heights but the pressure to keep costs down deters new entrants, says a Lipper analyst.. more »
When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg more »
If you’re concerned that the Federal Reserve will derail the bond market when it finally starts raising interest rates, the last two tightening cycles suggest those worries may be overblown. more »
Since the Affordable Care Act became law in 2010, many of the tax provisions have slowly come into effect. The year 2014 brings some additional significant tax provisions associated with health care reform. more »
Julius Baer Group, Switzerland’s third-largest wealth manager, said its affluent Russian clients were less active in the first half of the year amid political tensions in the region. more »
What to do with a 401(k) now; When a rollover is not the best idea; Planning for a stay-at-home parent more »
With $7.86 billion in assets, PIMCO has the largest share of the active ETF market. While these products are gaining ground, they still make up just a small fraction of the total ETF market and PIMCO has yet to break into the top 10 providers overall. more »
While there has been rapid growth in U.S. ETFs over the last few years, there has been almost exponential growth of these products worldwide. more »
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