By Blaine Aikin, AIFA®, CFA, CFP®, Fi36
There is a famous quote from Supreme Court Justice Benjamin Cardozo where he talks about the difference between fiduciary standards versus rules of the marketplace. He begins with […]
If you are one of the many financial/tax professionals who have been seeking clarity about converting after-tax amounts to Roth IRAs tax-free, IRS Notice 2014-54, issued September 18, 2014, provides welcome […]
InFRE is offering a twelve-month, live webinar series designed to help public sector retirement administration professionals and trustees fortify their understanding of how to properly administer public sector retirement plans.
Since 2007, the amount of assets in IRA accounts has exceeded the amount of assets in 401(k) plans. IRA accounts now hold $6.6 trillion of the $23 […]
The following transcript of a recent live professional development webinar provides tremendously practical tips for advisors and their clients to help navigate traditional IRA distributions. This presentation […]
Editor’s note: also see this issue’s other article on retirement income options in employer-sponsored defined contribution plans
In-plan guaranteed income solutions can help defined contribution (DC) plan participants mitigate their longevity risk. Yet because the available solutions can differ on several dimensions, they are hard […]
By the National Association for Government Defined Contribution Administrators (NAGDCA) Publications Committee and Executive Board
The following provides a brief overview of the features and rules applicable to governmental 457(b) plans. It is meant to serve as an introductory foundation to the inner workings of these plans […]
By Betty Meredith, CFA®, CFP®, CRC®
In early February, The Council of Economic Advisers published a report titled “Supporting Retirement for American Families.” The paper summarized the historical shift from traditional DB to 401(k)-type plans and hybrid DB plans, highlighting the problem of decreasing […]
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This article is part of the most recent issue of Retirement Insight and Trends, worth 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE.
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