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Older boomers embrace retirement, study finds

December 6, 2017

A funny thing happened on the way to retirement. For many boomers, fear of the unknown gave way to contentment once they got to the other side. Six out of 10 retired boomers feel better than expected about their retirement, according to a new...

Last chance for clients to save on drug costs

December 1, 2017

There are only a few shopping days left—and I'm not talking about storming the local mall or clicking your way through Amazon.com to fulfill your loved ones' holiday wish list. I'm referring to something that can save older Americans significant...

Coordinate couples' income needs ahead of time

October 26, 2017

The differences between men and women have been humorous fodder for late night talk shows, movies and books for a long time. But planning for retirement as a couple is serious business. We know the stats: women live longer than men, typically...

Retirement plan sponsors' top criteria for choosing an adviser

November 22, 2017

Each year, millions of dollars are spent by advisers and record-keepers in their pursuit of new defined-contribution plan sponsor accounts. Churn in the DC industry is notoriously low. This is the result of relatively high overall satisfaction...

Retirement-income theories confront reality

September 12, 2017

I spent part of my post-Labor Day week at the beach catching up on my professional reading. I knocked off eight issues of the Journal of Financial Planning and scored eight hours of continuing education credits by taking the online quizzes available...

Retirement Planning is Possible While Caring for a Child with Autism

October 16, 2017

Without question, parenting a child with autism comes with a unique set of circumstances that can only be understood by others who have experienced the same highs and lows. There is a steep learning curve – one that I can't say I've fully...

Excessive-fee litigation in retirement plan market moving downstream

November 22, 2017

A series of civil actions filed against the sponsors of 403(b) plans last summer named as defendants several large universities, including the Massachusetts Institute of Technology, Yale, New York University, Duke, Vanderbilt, University of...

Seniors scramble to beat reverse mortgage deadline

September 26, 2017

I received a frantic phone call from a reverse mortgage lender in California last week. He said he was worried about the large number of senior homeowners who were scrambling to qualify for a reverse mortgage before new, more restrictive lender...

401(k) plan sponsors are taking RFPs more seriously — advisers should, too

November 22, 2017

For retirement plan sponsors, conducting requests for proposal is a necessary fiduciary practice. The process allows sponsors to solicit bids for various plan services, including those provided by plan advisers. Sponsors are taking the RFP process...

Are we calculating investor underperformance in the right way?

June 5, 2017

If I had invested $10,000 into large-capitalization U.S. stocks in January 1926, I would have a portfolio worth $60,351,158 at the end of 2016. Very impressive. This represents an annualized return of 10.04%. Of course, an unfortunate reality...

2017 will be year of change for retirement industry

December 27, 2016

The financial advice industry faced some significant headwinds in 2016 from the rise of competition from robo-advisers to the historic expansion of regulation under the Department of Labor's fiduciary rule. Although the economic and public policy...

Many current retirees reluctant to tap savings

November 28, 2016

Despite all the warnings about the coming retirement crisis in America, current retirees seemed to be doing quite well in terms of financial assets and expenses. But the secret to their success — heavy reliance on traditional pensions —...

Market downturns in first few years of retirement can thwart best-laid plans

April 25, 2017

Portfolio returns in the early years of retirement could have a large bearing on the success or failure of a retirement income strategy; a few years of early market appreciation means a high likelihood for a healthy retirement, while a flat...

Retirees embrace the gig economy

April 21, 2017

It turns out that the three-legged stool of retirement income may not be not be dead after all. But for a growing number of retirees, the components of retirement income are shifting. Several new surveys suggest that retirees are becoming more...

Market volatility raises the bar for retirement income savers

July 12, 2016

In the wake of the United Kingdom's decision to exit the European Union, global market volatility has not only sent investment portfolios on a roller coaster ride, it has also raised the prospective cost of income for near-retirees. Pre-retirees...

New tool aims to optimize retirement withdrawals

May 16, 2016

Social Security Solutions, creator of the SS Analyzer tool for financial advisers, unveiled its new Income Solver software program today that aims to help financial advisers manage retirement income withdrawals in the most tax-efficient way,...

How to take the Medi-scare out of retiree healthcare costs

October 23, 2017

I don't think it's a coincidence that Halloween and Medicare open enrollment season occur at about the same time each year. Although some people like to celebrate Halloween by dressing up as ghosts and zombies, for seniors, no costumes are needed...

401(k) advisers under pressure to keep up with due diligence of investment products

October 24, 2017

Regulation and market forces are driving rapid evolution of investment products. Costs are coming down, conflicts are coming under closer scrutiny, and competitive pressures – along with shifting investor objectives – are reshaping new product...

Small and large course corrections can add up to big savings for retirement

February 15, 2017

American retirement is a huge riddle. How do you save for something when you don't know what it will cost or how long it will last? That's the challenge faced by millions of Americans, so it may not be surprising that most are coming up short....

How plan advisers can ease stress about retirement readiness

September 19, 2017

According to a recent retirement confidence study conducted by the Employee Benefit Research Institute, American workers are stressed about their inability to retire, but few are doing anything about it. For retirement plan advisers, this is...

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