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Retirement income innovations aim to ease longevity's strain on assets
Planning for the spend-down phase more important than ever given the longer time horizon
DOL chief Perez says new fiduciary rule will distinguish between investor education and investment advice
Labor Secretary aims to assure industry rule will be 'much more informed' than last attempt, which faced fierce protest and was withdrawn in 2011.
Untimely IRA rollover leads to trouble
Exploring a time when the IRS was unconvinced a medical condition affected a taxpayer's ability to meet the 60-day requirement.
Where to invest during the run-up to the presidential election
Breakfast with Benjamin: As the dollars get thrown around the mud starts flying, you might as well invest along for the ride.
SIFMA criticizes White House for ignoring existing regulations while pushing for DOL fiduciary rule
Trade group releases report saying brokers 'thoroughly' regulated already with structure in place for 100 years.
401(k) bond funds get a makeover
The once sleepy side of the retirement plan fund menu now features a variety of choices.
Retirement plan advisers are preparing for major changes
Experts weigh in with best practices retirement plan advisers should make sure they have in place given pending industry shifts
Don't forget tax diversification
Choosing the right, tax-smart combination of sources for retirement assets is an important factor in long-term investing success.
Being smart about smart beta
Breakfast with Benjamin: Smart beta is here to stay, so you might as well try and figure out what the heck it is.
SIFMA claims White House figures on DOL rule flawed
A new paper by the organization concludes $17 billion estimate of lost retirement savings not substantiated.
Help clients navigate new landscape
Continued work - sometimes in a new field - is becoming the norm and requires planning
DOL head says fiduciary standard will happen
Secretary Perez has confidence his agency will complete work on the rule before Obama's term ends.
Alternatives make push for retirement accounts
Being used in target date funds, but higher fees may prevent widespread use
Maxing out a 401(k) doesn't mean you can't keep saving for retirement
Breakfast with Benjamin: Having a maxed-out 401(k) is a good problem to have, but saving for retirement shouldn't end there.
Fiduciary duty becoming a more partisan issue, with Republicans standing alone against it
Republicans stand alone as a barrage of letters flood Capitol Hill aimed at stalling the pending rule – at least, for now.