Retirement Planning

Displaying 7953 results
INmail: Increase in grandson’s dependent benefit should be automatic
RETIREMENT PLANNING SEP 28, 2020
INmail: Increase in grandson’s dependent benefit should be automatic

The grandson is entitled to dependent benefits until he turns 18 or 19 if he is still in high school.

By Mary Beth Franklin
Precious metals dealers charged in $185 million elder fraud scheme
RETIREMENT PLANNING SEP 25, 2020
Precious metals dealers charged in $185 million elder fraud scheme

The unregistered advisers allegedly convinced retirees to put savings into overpriced gold and silver bullion

By Mark Schoeff Jr.
Older women anxious about finances in retirement: GAO report
RETIREMENT PLANNING SEP 25, 2020
Older women anxious about finances in retirement: GAO report

Retired women in 14 focus groups are worried about rising health care costs

By InvestmentNews
Here's why advisers think Joe Biden's 401(k) tax plan will spur Roth contributions
RETIREMENT PLANNING SEP 24, 2020
Here's why advisers think Joe Biden's 401(k) tax plan will spur Roth contributions

The Democratic presidential nominee would convert retirement savings tax deferrals to tax credits

By Mark Schoeff Jr.
Employers, workers want much more than 401(k)s from RPAs
RETIREMENT PLANNING SEP 24, 2020
Employers, workers want much more than 401(k)s from RPAs

Companies are five times as likely to say they feel responsible for workers' financial wellbeing than seven years ago, a survey found

By Emile Hallez
Mutual of Omaha settles ERISA lawsuit for $6.7 million
RETIREMENT PLANNING SEP 23, 2020
Mutual of Omaha settles ERISA lawsuit for $6.7 million

The agreement would end the class-action suit brought in early 2018

By Emile Hallez
Convergence of benefits, wealth and retirement planning is coming
RETIREMENT PLANNING SEP 23, 2020
Convergence of benefits, wealth and retirement planning is coming

Advisers need to get on board

By Fred Barstein
COVID-19 401(k) loans end with a fizzle
RETIREMENT PLANNING SEP 22, 2020
COVID-19 401(k) loans end with a fizzle

Workers were mostly uninterested in the expanded $100,000 loan limit, according to recently released data

By Emile Hallez
INmail: Step-up to larger spousal benefit is automatic
RETIREMENT PLANNING SEP 21, 2020
INmail: Step-up to larger spousal benefit is automatic

Although retirement benefits earn delayed credits for every year a worker postpones claiming them up until age 70, spousal benefits do not.

By Mary Beth Franklin
‘All trick and no treat.’ Mary Beth Franklin on the Social Security trust fund crisis
RETIREMENT PLANNING SEP 19, 2020
‘All trick and no treat.’ Mary Beth Franklin on the Social Security trust fund crisis

Mary Beth Franklin talks about the uncertainty around the Social Security trust fund and how advisers can help clients plan for that

By InvestmentNews
New Schlichter lawsuit targets MEP
RETIREMENT PLANNING SEP 18, 2020
New Schlichter lawsuit targets MEP

The prominent 401(k) litigation firm filed a class-action lawsuit this week against Pentegra Retirement Services

By Emile Hallez
Private fund group lobbies to get products in 401(k)s
RETIREMENT PLANNING SEP 17, 2020
Private fund group lobbies to get products in 401(k)s

The Institute for Portfolio Alternatives says lawmakers are receptive to its diversification pitch

By Mark Schoeff Jr.
How one 401(k) firm says it is bulking up amid the pandemic
RETIREMENT PLANNING SEP 16, 2020
How one 401(k) firm says it is bulking up amid the pandemic

Human Interest is hiring staff and getting rid of certain fees

By Emile Hallez
Renewed emphasis on health care planning coming, says Cerulli
RETIREMENT PLANNING SEP 16, 2020
Renewed emphasis on health care planning coming, says Cerulli

The HSA business is set to evolve as financial wellness programs proliferate

By InvestmentNews
What’s next after Empower’s acquisition of MassMutual’s retirement unit?
RETIREMENT PLANNING SEP 16, 2020
What’s next after Empower’s acquisition of MassMutual’s retirement unit?

Advisers want to know which record keeper is next, but I now know better than to answer that question

By Fred Barstein
Sutter Health hit with second lawsuit over $3.7 billion DC plan
RETIREMENT PLANNING SEP 15, 2020
Sutter Health hit with second lawsuit over $3.7 billion DC plan

The class-action cases point to allegedly excessive investment management fees

By Emile Hallez
80% of older workers financially illiterate: Survey
RETIREMENT PLANNING SEP 15, 2020
80% of older workers financially illiterate: Survey

The results show retirement will be an uncertain time for many, according to The American College of Financial Services

By Emile Hallez
Retirement advisory firms must adapt or face attrition
OPINION SEP 15, 2020
Retirement advisory firms must adapt or face attrition

National aggregators are forcing independents to act

By Dick Darian
Early estimate puts 2021 Social Security COLA at 1.3 percent
RETIREMENT PLANNING SEP 15, 2020
Early estimate puts 2021 Social Security COLA at 1.3 percent

That adjustment for next year would be small, but higher than previously expected

By Mary Beth Franklin
ESG could thrive in 401(k) plans, despite DOL rule
RETIREMENT PLANNING SEP 14, 2020
ESG could thrive in 401(k) plans, despite DOL rule

Even as the regulator moves to stem the funds in retirement plans, there are ample opportunities, according to speakers at the NAPA 401(k) Summit

By Emile Hallez