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Defined Contribution Plans

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Biden Wants to Tax IRAs Over $10 Million, Require Mega RMDs

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The president's budget proposal would also end backdoor Roth conversions for the wealthy.

Morningstar Says DOL Rule Will Save Investors $87B Over Next 10 Years

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Investors in small retirement plans and those who roll over into annuities will reap the greatest savings, researchers found.

The New Fiduciary Rule Offers Carve-Outs For Sales, But Be On Guard

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Such activities need to be specific and scripted to avoid violations, an industry attorney warned.

Don't Wait For The 'Great Wealth Transfer'

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Long before the assets move, important decisions are being made about you.

All-Cap Withdrawal Magic

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Could a less constrained allocation unleash higher withdrawal rates for retirees?

Retirement Optimism Is Returning To The Workforce, EBRI Says

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After retirement confidence fell off a cliff in 2022, rising wages may be boosting spirits, researchers said.

DOL Approves Final Fiduciary Rule

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The controversial rule expands the fiduciary requirements when clients are given advice on retirement account rollovers.

Don't Exit Stocks As If You're A Pension Fund

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History suggests that reducing risk isn't the right long-term strategy for managers of retirement accounts.

Coming Wave Of 'Peak' Boomer Retirees Is In Serious Trouble, ALI Study Says

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The retirement surge will impact people's lives and the national economy, a former Clinton administration official said.

HSAs As 'Medical IRAs': A Great But Neglected Strategy

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Why don't more advisors recommend using health savings accounts for long-term growth?

You Can't 'Legislate Good Behavior': What Advisors Really Think About The DOL Rule

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Few in the advisory industry view the fiduciary proposal as a cure-all.

Fiduciaries Should Have 'Little Difficulty' Complying With DOL Rule, CFP Board Counsel Says

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CFP Board General Counsel Leo Rydzewski also feels the DOL fiduciary rule can withstand a court challenge.

Senators Urge DOL To Hurry And Finalize Fiduciary Rule

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The rule is needed to protect retirement savers from conflicted advice, Democratic lawmakers said.

Preparing For Higher RMDs This Year

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A good year in the markets also means higher required distributions from retirement accounts.

NAPA Launches Retirement Income Certificate

by FA Staff

The new certification is meant to get members thinking about clients' 401(k) income.

Your Client's 401(k) Will Be Gone Within A Decade

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The intellectual case for getting rid of tax-advantaged retirement plans is strong, and the political case is catching up.

OneDigital Buys $2.6B Wintrust Retirement Plan Subsidiary

by FA Staff

Wintrust Retirement Benefits Advisors serves more than 200 retirement plan sponsors.

A Bold New Choice For Retirement Security

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This remarkable solution to enhance retirement security is found in the most unlikely of places: life insurance.

Employees Express Shaky Retirement Confidence, PGIM Says

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Employees in defined-contribution plans are uneasy about their ability to retire comfortably, a company survey found.

Advisors Urge Caution On Penalty-Free IRA, 401(k) Early Withdrawals

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Prematurely dipping into retirement accounts without penalty is possible, but it should be a last resort, they say.

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