Thanks to the power of automatic enrollment, it is possible for particiants to amass $1 million in a 401(k) or other retirement plan.
These asset classes can soothe the effects of market volatility.
There’s no such thing as standard adviser E&O ­insurance.
Are Personal Advisers ERISA Fiduciaries?
Maybe yes, if advising about a 401(k).
‘Tax Cuts’ act raises the tax on funds generating UBTI.