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exclusives
Inheritance Pathways Exist to Replace Stretch IRAs
The SECURE Act is stalled in the U.S. Senate due in part to several lawmakers’ concerns that it does away with so-called “stretch IRAs,” but tax and inheritance experts say other effective tax mitigation strategies are available.
September 20, 2019
exclusives
‘Stretch IRAs,’ Multigenerational Inheritance and the SECURE Act
Low and middle-income Americans struggling to save for retirement are depending on the U.S. Senate to pass the SECURE Act, advocates say. At present, one roadblock seems to the law’s treatment of “stretch IRAs.”
August 14, 2019
Compliance
Prudential Investment Management Consents to FINRA Censure

FINRA says a lapse in sufficient supervision led to retirement plan clients being supplied with inaccurate investment expense ratio and performance information.

January 17, 2020
Products
Closing of Schwab ETF OneSource Reflects Market’s Fee Concerns

Launched in 2013, the platform originally allowed clients to buy and sell about 100 exchange-traded funds with no online trade commissions. Since then, investors’ expectations about fees and commissions have shifted dramatically.

January 22, 2020
Products
2019 Adviser Choice Awards

PLANADVISER has announced winners of the sixth annual Adviser Choice Awards, to be handed out at the 2020 PLANSPONSOR + PLANADVISER Excellence in Retirement Awards on March 26th.

January 23, 2020

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Insights

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Retirement Plans
Boeing Plan Report (Updated)
Boeing Fee Settlement Highlights the High Bar for ...
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401k Plans
IBM 401k Plan Report
IBM 401k plan still the largest, and one of the be...
BrightScope Editorial
Financial Planning
Portfolio - Money Trap
4 Investment Risks Warren Buffett Says You Should ...
Curtis Hollowell
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