Retirement Plans in Tax Reform Crosshairs
Two words may have a profound effect on the retirement industry in coming years: revenue neutrality. A goal…
How Qualified Retirement Plans Affect Mergers and Acquisitions
If a merger or acquisition is in your company’s future, or your client company’s future, here’s something to…
Technology Priorities: What Will 401(k) Plan Sponsors Value?
Keeping up with the digital revolution isn’t easy. Internet usage in the United States has increased by about…
How the DOL’s Delay Will Help the 401k Fiduciary Rule
In early February, President Trump issued an executive memorandum on the fiduciary rule directing the Department of Labor…
What’s the Next Step in 401(k) Plan Design?
401(k) retirement plan features—from automatic enrollment to automatic escalation to automatic investment—have made it easier for employees to…
Unintended Results? Conflicts of Interest and the 401(k) Fiduciary Rule
We’re living in an age when an unprecedented number of 401(k) plan participants must make decisions about assets…
First Rule of Retirement Income: What It Is, Why It’s Important
The first rule of retirement income hasn’t changed: Taking money from a qualified account before retirement—through cashouts, loan…
How the Candidates View the 401k Fiduciary Rule
It’s far from over … The Department of Labor (DOL)’s fiduciary rule—requiring advisors overseeing retirement accounts to act…
A New Set of 401k Best Practices for IRA Rollovers
Since the turn of the century, the financial industry has adapted to demographic and social changes, technological advances,…
So, You Inherited A 401(k)… Now What?
Plan sponsors often educate plan participants about the importance of beneficiary designations. It is equally important to help…