Updated Friday, July 25, 2014 as of 8:58 AM ET
How to Enhance 401(k) Plans: Thursday's Retirement Scan
Our daily roundup of retirement news your clients may be thinking about.
How to fix the 401(k) and income inequality in one fell swoop
A former federal official has proposed to reduce the tax benefits of 401(k) contributions to high-income workers, and to establish a universal 401(k) plan that would have features, such as low fees and automatic enrollment, to fix the retirement system. The proposed universal 401(k) plan was considered in the past, but it failed to gain support in Congress. The government could still have other options to address the problem, such as cutting the federal estate tax exemption.  --CNN Money   more »
More in Investment Products
New rules will require institutional prime funds to allow NAV to float to market value. more »
A 401(k) for everyone; A disturbing look at the new retirement; To get the annuity right, start at the finish line more »
U.S. investors are used to treating money-market mutual funds as the equivalent of a checking account. That is about to change for the riskiest of the funds. more »
Index mutual fund assets are at new heights but the pressure to keep costs down deters new entrants, says a Lipper analyst.. more »
When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg more »
What to do with a 401(k) now; When a rollover is not the best idea; Planning for a stay-at-home parent more »
Tax planning comes in many forms for retirees; Habits of successful retirement savers; Saving for the future while enjoying life now more »
What clients can do if they run out of money; Game changers in retirement planning; Advisors offer dos and don'ts with 401(k) plans more »
Easy way to increase a nest egg; How divorced clients can boost retirement income; Why 'style drift' matters more »
Considering alternatives to retiring; Managing an old 401(k); What to do when retirement accounts are maxed out more »
Immediate annuities surge, but lag other types; Never too late to plan; Different opinions on 4% rule more »
What's driving this new interest? Follow the money: U.S. retirement assets totaled $23 trillion in the first quarter of this year. more »
Treasury Department approves new annuity; Advisors keep clients' emotions in check; Important questions about Social Security more »
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2014 Summer Reading List for Advisors

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