401(k)
Displaying 1504 results
Edelman Financial Engines is bringing financial planners to small 401(k) plans
September 20, 2019
The $212 billion advisory firm is leveraging a partnership with record keeper ADP to broaden its reach with human advisers.
Are 401(k) advice fees headed to zero?
September 19, 2019
Vanguard's low-cost digital-only planning and investing tool will undercut many target-date funds and managed accounts.
Trump administration wants to kill California’s auto-IRA program
September 18, 2019
The administration argued in a court filing that auto-IRAs are pre-empted by federal retirement law.
MIT settles class-action suit that snared Fidelity’s Abigail Johnson
September 13, 2019
Pending settlement in lawsuit could alter Fidelity's 20-year-old record-keeping arrangement with the university.
Morgan Stanley adding 401(k) participant services to boost wealth business
September 12, 2019
The brokerage added to its financial wellness platform, and is considering product offerings for 529 plans, deferred compensation and HSAs.
Hub to buy $40 billion LPL branch Global Retirement Partners
September 12, 2019
The deal would make the insurance brokerage one of the largest retirement-focused aggregator firms.
What’s driving value in the booming 401(k) adviser M&A market?
September 12, 2019
Many advisers fear missing out as they see their peers get historically high multiples.
Monitoring 401(k) cross-selling may be next frontier for advisers
September 10, 2019
In light of evolving record-keeper practices, advisers need to remember that ERISA's fiduciary standard requires fiduciary prudence to evolve with the market.
Abigail Johnson of Fidelity reaches deal to avoid testifying at 401(k) trial
September 6, 2019
The parties in the MIT 401(k) suit negotiated an agreement that spares Ms. Johnson from having to undergo cross-examination.
Rollovers are all bad! Use only direct transfers
September 5, 2019
A mistake on a rollover can cost a client their life savings.
