Browsing Tag
retirement 401k
81 posts
Mutual Funds Get Regulatory Makeover With Tougher Reporting Requirements
Fears over the effects of a possible run on mutual funds were addressed Thursday when the Securities and…
October 13, 2016
David Reich on LPL’s Response to 401k Fiduciary Rule
How should financial wellness be defined, where are we headed in 401(k) tech, and why aren’t we sick…
October 13, 2016
4.9 Million Reasons for Advisors to Use Social Media
Maybe Sheri Fitts is wrong. The popular social media marketing (social selling) expert in the 401(k) space routinely…
October 13, 2016
401(k) Allegations Grow as Wells CEO Stumpf Steps Down
Embattled Wells Fargo chairman and chief executive officer John Stumpf is stepping down effective immediately, the bank announced…
October 12, 2016
More Focus on Mid-Market 401ks
Another indication of the efficacy of targeting the mid-market 401(k) plan business. Cerulli Associates recently took a look…
October 12, 2016
401k Leakage ‘Linsanity’: NBA Mom Took Money to Fund Son’s Dream
During an appearance at The New Yorker Festival on Sunday, Brooklyn Nets’ point guard Jeremy Lin revealed that even though…
October 11, 2016
Dodd-Frank Disaster: Consumer Financial Protection Bureau Ruled Unconstitutional
A federal appeals court has ruled the Consumer Financial Protection Bureau unconstitutional, the second such legal setback for a…
October 11, 2016
Time for Rate Risk ‘Refresher’ for 401k Participants?
It’s like they’ve never heard of possible Fed action. While September was another light month of trading for…
October 10, 2016
Are Young 401(k) Savers Finally Getting it?
Some good news about “Generation Z” (ugh …). Young 401(k) participants want more personal finance education and young…
October 10, 2016
401(k) Fiduciary Rule: Product Winners and Losers
We have to wonder about the other 45 percent. New research finds just over half of 401(k) advisors…
October 10, 2016