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By Nevin Adams8/20/2014 • 0 Comments

Nearly 8 out of 10 investors say they are tapping into some form of financial advice in planning for retirement, but there’s a wide variety in how that is happening, and who is taking advantage of it, according to a new Gallup poll.

By John Carl8/20/2014 • 0 Comments

Responding to a question from an advisor in in Minneapolis, the ERISA consultants at the Columbia Management Retirement Learning Center Resource Desk addressed a common inquiry related to the new My Retirement Accounts, or “MyRAs.”


By Nevin Adams8/20/2014 • 0 Comments

The U.S. Department of Labor has published a request for information on the use of brokerage windows, self-directed brokerage accounts and “similar features” in 401(k)-type plans.

By Fred Barstein8/20/2014 • 0 Comments

On the heels of the CFP’s ongoing debate about the definition of a “fee only” advisor and pending SEC and DOL rules on the definition of fiduciary, ThinkAdvisor editor-at-large Bob Clark raises the question of whether a fiduciary advisor can or should accept commissions. 

By Nevin Adams8/20/2014 • 0 Comments

Are 401(k) participants are more likely to have someone change the oil in their car than to have someone help them choose their 401(k) investments? That's what a new survey claims.

Recent Columnist Articles

“Repeat” Performance

Individual retirement accounts (IRAs) currently represent about a quarter of the nation’s retirement assets; and yet, despite an ongoing focus on the accumulations in defined benefit (pension) and 401(k) plans that have, via rollovers, fueled a significant amount of this growth, a detailed understanding as to how these funds are actually used during retirement has, to date, not been as well understood.

Emerging Markets: Looking Ahead to 2030

In a recent article from Yahoo Finance, “Why Emerging Markets Have More Room to Run”, the author shows a simple chart that clearly demonstrates the volatility of the emerging markets compared to the U.S. stock market.
Case of the Week: Leased Employees — To Cover or Not to Cover

A recent call with an advisor in North Carolina is representative of common inquiries related to leased employees and plan eligibility. The advisor asked: “A client of mine that sponsors a 401(k) plan has some leased employees and some common-law employees. How are leased employees treated for plan purposes?”  

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