Inside View of DOL Fiduciary Rule Arguments Before 5th Circuit |
Oral arguments in the consolidated case against the DOL and its fiduciary rule reforms were heard Monday morning by the 5th Circuit Court of Appeals; ERISA attorney Erin Sweeney offers her take.
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401(k) Rollovers to IRAs |
How does the delay of the DOL fiduciary rule affect my responsibilities when I recommend that participants take distributions from an ERISA plan and roll them over to an IRA that I will advise?
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Front-End Load Mutual Fund Decline Continues |
Actively managed mutual funds attracted significant adviser-intermediated assets during the first half of 2017, but money is quickly flowing out of non-institutional active share classes.
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Two-Thirds of Private-Industry Workers Have Access to Retirement Plan |
Among private-industry workers, 66% had access to a retirement plan, with a take-up rate of 75% and participation rate of 50% overall. Take-up rate is higher because it includes those in a plan that does not require a participant contribution.
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