Individual Retirement Accounts (IRAs)

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    The best- and worst-performing target date funds

    Target date 2016-203-month return1-year return3-year return5-year returnNet assets ($M)Expense ratio*Top 10Manning & Napier Target 2020 I (MTNIX)2.60%11.40%8.31%14.36%$177.80.86%Legg Mason Target Retirement 2020 A (LMWAX)2.34%10.65%7.51%15.79%$6.11.15%American Century One Choice 2020 R6 ...

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    Regulators need to put record keepers in their cross hairs

    Brokers and investment advisers aren't the only ones who should take the heat for rollover activity

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    To Roth (IRA) or not to Roth, that is the question

    Although Roth IRAs have been available since 1997, changes in recent years to the U.S. tax code have made these retirement savings accounts more popular than ever. Here, with apologies to the Bard, are some pointers for advisers.

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    IRS: Only one IRA rollover per year

    The agency changes course after Tax Court ruling; it will pull proposed regulation.

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    IRS targeting IRA rollovers after Tax Court ruling

    Agency to enforce one IRA-to-IRA rollover every 365 days rule despite earlier interpretation.

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    Great-West Financial to acquire J.P. Morgan retirement unit

    Robert Reynolds' Great-West Financial agreed to acquire J.P. Morgan Retirement Plan Services, boosting its profile as a retirement plan record keeper and putting it at No. 2 in the retirement services business by participants nationally.

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    Finra complaint highlights epidemic of abused trust

    All brokers and advisers still are subject to principles of human decency, in addition to compliance rules.

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    Account opening is No. 1 tech concern: Survey

    Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.

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    File and suspend won't be suspended … just yet

    Obama budget proposal seems to target some Social Securities claiming strategies but this popular one is safe – for now.

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    Reader reacts: Investors must know 401(k) rollover options

    Moving assets into an IRA is just one of many options investors should consider

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    A warning on multiple IRA rollovers

    Tax Court: "Once a year' rollover rule applies to all of a taxpayer's individual retirement accounts.

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    Small retirement plan fiduciaries drowning in new fee disclosures

    Documents are way too long, information is split up among multiple documents, and the legalese is mystifying

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    The next level of retirement plan service: Fee policy statements for 401(k)s

    The next level of retirement plan service and risk management is here: establishing fee policy statements for 401(k) plans. Financial advisers who specialize in retirement plans are finding new ways to distinguish themselves from their competitors, upping the ante in service. Specifically, they're

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    Navigating 401(k) rollovers

    For investment advisers, providing guidance to retirement plan participants about moving money from an employer-sponsored plan to other investment vehicles is like swimming in murky waters.

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    Advisers' role in target date funds grows more complex

    From their humble beginnings more than two decades ago with the 1993 launch of Barclays Global Investors' LifePath Portfolios, target date funds are rapidly taking over the defined-contribution world.

  @IN Wire

Mar 07 10:29PM
10 professions that need the most coffee to survive - I Love Coffee
Mar 07 10:00PM
"J.P. Morgan Securities goes on recruiting offensive" good read

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