Retirement planning

It could be a “better together” scenario for retiring sellers and under-55 advisors alik

The department’s new proposal would restrict when fiduciaries can vote in 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.

The president has deferred payroll taxes that fund the program, and says he would eliminate them if elected to a second term.

More than 95% of comment letters submitted were opposed to the Labor Department’s proposed rule, according to a new analysis.

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.

“If you decide to make the portfolio more conservative, make sure you have a plan — an exact plan — on when to come back,” an expert says.

“Clients have gotten a good scare,” says Dave Welling, CEO of Mercer Advisors.

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

Educating clients with startup businesses on the new regulations can help them provide for employees without breaking the bank.

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.

Many clients have seen the value of their investment accounts drop, making this a good time for planners to prove their value

The current proposal “would lead to worse outcomes for plan participants as plan sponsors shied away from assessing ESG risks in selecting investments,” the research firm says.

Financial practitioner Aaron Brown takes a look at the logic behind modern day 401(k) plans.

“What this tool does uniquely is it takes the depersonalized delivery of benefits and really helps the individual determine how best to get the most out of their benefits,” says Voya’s Andrew Frend.

Coronavirus-related distribution provisions can now be returned and there’s a larger pool of recipients eligible for relief. Here’s what advisors need to know

The Labor Department’s short comment period is one reason to get up to speed, fast.