The Assets: Retirement planning

• April 12, 2019

  Health Insurer Settles 401(k) Suit for $23.7M Over Vanguard Fees

  Anthem Inc. also agreed to bring on a consultant to determine whether Vanguard funds should be part of its plan.

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• April 11, 2019

  SEC Chair Wants Private Fund Investing to 401(k) and IRAs

  Clayton says retirement savers should have same opportunities as traditional defined-benefit pension plans.

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• April 10, 2019

  Wells Fargo Signs Agreement to Sell its Retirement Plan Business

  Principal Financial Group will pay $1.2 billion for the unit that had $827 billion in assets under administration as of the end of 2018.

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• April 3, 2019

  House Committee Approves Sweeping Retirement Savings Bill

  While the bill offers a number of small tweaks, the overall effect of the SECURE Act will be significant, experts say.

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• April 2, 2019

  Despite Advantages, Millennials Face Serious Retirement Challenges

  Millennials are the most educated generation in history, but several factors will make it harder for them to save enough compared to previous generations.

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• April 1, 2019

  House Committee Introduces Sweeping Retirement Legislation

  The bill also revives an income-stream provision that fund giants have slammed for giving the government’s "imprimatur" to annuities.

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• March 27, 2019

  Merrill Lynch Expands Fiduciary Services to 401(k) Clients

  The wirehouse will manage the plans’ investment options as a fiduciary.

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• March 6, 2019

  How to Apply Chaos Theory to Financial Advice

  And what it can mean for retirement income planning.

   Transcript   Video [ 6:53 ]  

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• March 5, 2019

  Auto-IRA Bill Passes New Jersey State Assembly

  If signed into law by the state’s governor, the bill would set up IRAs for private-sector employees without workplace retirement plans.

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• February 28, 2019

  Wells Fargo is Discussing "Resolutions" with the DOJ and SEC

  The two regulators have been investigating the company’s wealth management division since at least March 2018, but the talks do not appear to cover the division.

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