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401(k) loan balances hold steady as average account balances climb
Most loan takers are in their 40s, earning $40,000 to $60,000 a year, report finds.
FSI to fight rollout of auto IRAs
As Illinois pushes ahead with its automatic retirement savings account program, the Financial Services Institute argues the savings plans pose competition to advisers and will work to discourage other states from following suit.
Powerful GOP senator to defend retirement tax incentives
Incoming Senate finance chairman Orrin Hatch says retirement vehicles are the 'greatest wealth creator' for the middle class, and shouldn't be part of tax reform.
401(k) plan costs decline as indexing becomes more popular
Average asset-weighted total plan costs for 401(k) plans dropped to 39 basis points in 2012 vs. 49 basis points in 2009, according to a report Monday from the Investment Company Institute, and BrightScope, a company that evaluates 401(k) plans.The decline in expenses — management fees,
How to avoid a tidal wave of taxes from IRAs
Pre-retirement planning strategies help reduce tax impact from required minimum distributions.
Americans have a low retirement IQ
More than 75% are clueless when it comes to drawing down income in their golden years.
Corporate bonds fly off the shelves ahead of looming rate hikes
Tuesday's Breakfast with Benjamin features bond sales hitting a new record as rate hikes loom. Plus: Bracing for a global currency war, falling oil prices catch fund managers by surprise, and making 2015 the year of the maxed-out 401(k).
How to help clients navigate the choppy HSA waters
Figuring out how to utilize the full potential of these health care plan features should be part of comprehensive retirement income planning.
Integrate college, retirement plans
Calculation of need-based aid involves many factors, including 401(k) and IRA contributions.
Health savings accounts: Transforming health care, forcing hard choices
Advisers have found themselves helping clients figure out how to fund long-term retirement savings and short-term medical expenses, and it hasn't been easy.
Retirement plan contribution limits for tax year 2015 bring new opportunities
Higher limitations for contributions gives advisers a chance to remind clients to save.
The 401(k) gender gap: Women are saving more than men
Even though men make $1 to a woman's 77 cents, women were the bigger savers over the past 12 months and for men and women with similar salaries, women average higher balances in their 401(k)s.
Rollovers of 401(k)s into pension plans gets government agency backing
With move, the Pension Benefit Guaranty Corp. clears the way for annuitization of the funds.
Broker-dealers sound off as AIG leads off with first annuity for 401(k)s
Insurance giant AIG tweaks existing deferred-income product to meet Treasury's guidelines. But will it satisfy the market? (Don't miss: Top sellers of individual annuities)
DOL to review documents in 401(k) excessive fee suit
The Department of Labor will look for a possible ERISA violation after making an unprecedented petition to look at the case documents last summer.
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