Browsing Tag
401(k) Advisors
324 posts
Good News! Fewer Participants Using 401(k)s for …
The ongoing saga of the “Sandwich Generation” has 401(k) advisors perplexed. Longer lifespans and a shortage of funds…
COLA Increases Apply to 401k ERISA Civil Penalties As Well
An important reminder concerning the Department of Labor. It has issued an interim final rule identifying increases in certain ERISA…
Biggest Concerns of 401k Participants Nearing Retirement?
The nerds have spoken. Inflation and paying for long-term care top the list of concerns for retirees and…
Are Millennials Overconfident in their 401K Investing Skills?
They may be more brash than brains, but give ‘em points for optimism, at least when compared to…
Another Major Fund Company Buys 401(k) Robo Advisor
Betterment’s trouble with Brexit might have given the industry (and regulators) pause, but robo advice, including within 401(k)s,…
Are 401k Fears Fueling Trump Frenzy?
Are 401(k) advisors partly responsible for Donald Trump’s popularity by not doing enough to help participants prepare for retirement?…
Not Even Small 401k Plans Are Safe
A second smaller 401(k) plan in as many months is the target of a lawsuit accusing it of…
How Does the U.S Rank in Retirement Security? (Hint: Not Good)
Yes, we get it. Everything is better in the Scandinavian countries—herring, sexy accents and now retirement security. Among the…
Passive Mutual Funds Beat Active Funds in June
It’s getting bloody, and spectators are about to beg active mutual funds to “stay down.” Chicago-based research and…
Where Will ETF Use Grow Fastest?
Little surprise—Exchange-Traded Fund (ETF) adoption continues to rise. While it might be a case of the fly on…