Tag: Advice

U.S. House members belonging to the New Democrat Coalition asked the Department of Labor (DOL) to ensure new fiduciary rules protect access to investment advice.

The National Tax-deferred Savings Association (NTSA) maintains the same core mission as its predecessor.

Consulting firm Mercer has released explanatory material about Social Security and Medicare that may prove useful to plan sponsors and advisers.

The Financial Services Institute (FSI) launched a mobile application providing independent financial advisers and financial services firms remote access to advocacy tools and industry updates.

CoPiloted, a Boston- and Seattle-based startup, wants to help workers grow 401(k) and individual retirement account (IRA) assets through a new managed account solution.

Participants tend to stay in-plan for a time after retirement, research shows, and may need help deciding how to preserve and maximize their account balance.

The Bipartisan Budget Act of 2013, signed into law in December, increases both the flat- and variable-rate single-employer Pension Benefit Guaranty Corporation (PBGC) premiums.

Three-fourths (76%) of companies surveyed are somewhat or very likely to expand their focus on the financial well-being of their employees in 2014.

We all know that our cars need regular maintenance to keep running smoothly and avoid breakdowns.

Military families with a financial adviser are more likely to feel confident about retirement than those not receiving advice, new research shows.

Those in their early 20s carry just half the debt of those in their upper 20s, new analysis shows, but savings rates for both groups are decreasing.

Consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution (DC) plans should take over the next year.

Many employees do not consider financial planning a top priority for 2014, according to a new survey.

A majority of younger employees will change saving and spending habits after seeking financial advice, a survey finds.

When it comes to determining a sustainable drawdown rate, everyone is searching for the right answer, says Gregg Fisher of Gerstein Fisher, an investment management firm.

Every racial group faces a retirement crisis, but people of color face particularly severe challenges in preparing for retirement.

There is a sizable gap between preretiree expectations and the actual age of individuals leaving the U.S. work force, a new survey shows.

Customization is of growing interest to those adding target-date funds (TDFs) to retirement plan investment lineups.