Employee benefits

At the center is a pledge not to increase rates on those making less than $400,000, and that various changes would only impact earnings above the threshold.

The agency began digging into the massive tax law addressing issues that needed immediate clarification.

While the contributions aren’t deductible, distributions such as earnings are tax-free to the designated beneficiary if they’re used to pay for qualified disability expenses.

Could single premium immediate annuities be the answer to ultralow rates?

Clients may have an ability to increase the ratio of after-tax dollars in their account by completing one or more transactions that are exempt from the pro rata rule.

To protect client nest eggs, advisors must know which savings vehicles are protected — and they’re not all created equal.

One problem is the proposal is focusing on the minor advantage of tax-deferred retirement plans, says Bloomberg columnist Aaron Brown.

The department faced scathing criticism for hours from insurers and consumer advocates alike.

A comprehensive guide to how these provisions affect retirement plans

Tools from Betterment, Vestwell and FiduciaryShield make it easy for planners to become retirement plan advisors, but they need to think twice before jumping in.

Fidelity's letter to the Labor Department says the proposal isn't “well grounded or supported by much of the emerging data.”

It may seem counterintuitive, but paying appreciably more taxes in 2020 could save families a lot of money down the road.

While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.

If the court ends up making this choice, intended family members may lose out — all for want of filling out a one-page form.

Tax-rate arbitrage is one approach, but it’s far from the only one, according to contributor Michael Kitces.

The firm allegedly didn't disclose its parent company paid a teacher union entity $10,000 a month “for its exclusive endorsement” as its preferred financial services partner, according to the regulator.

The majority of advisors don’t understand how much of a positive difference they can make for their clients, says advisor Deborah Fox.

In the first half of the year, the country’s largest pension system cast votes against pay plans at 1,165 firms, or 52% of portfolio companies that held votes.