| Final Market Rate of Return Rules Adopted for Hybrid Plans |
| The Internal Revenue Service is implementing new market rate of return rules for hybrid pension plans.
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| Millennials Aren’t Scared of Investing |
| Two-thirds of mutual fund-owning households that purchased their first mutual fund in 2010 or later purchased that fund through an employer-sponsored retirement plan, ICI says, compared with 57% of those that made their first purchase before 1990.
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| RIAs Primed for Growth in 2016 |
| Schwab Advisor Services finds a majority of independent registered investment advisers are projecting healthy growth in the year ahead, including a significant portion planning for 20%+ growth next year.
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| Retirement Realities Drive Social Security Decisions for Women |
| Lower account balances, longer life expectancy and not working with an adviser can wreak havoc on a woman’s Social Security benefit. Perhaps most important, investors say they’re willing to find a new adviser if the old one can’t give guidance on Social Security claiming strategies.
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