Retirement Planning

Displaying 7915 results
Annuity sales back on track by 2022: Report
RETIREMENT RETIREMENT PLANNING JUN 18, 2020
Annuity sales back on track by 2022: Report

Economic conditions have made the products less attractive than they were last year, with one exception

By Emile Hallez
Labor Department gathers information on how retirement plans use ESG funds
RETIREMENT RETIREMENT PLANNING JUN 17, 2020
Labor Department gathers information on how retirement plans use ESG funds

The agency is likely collecting data to shape a proposed rule on investment selection

By Mark Schoeff Jr.
401(k) suit against Neuberger Berman's plan committee settled for $17M
RETIREMENT RETIREMENT PLANNING JUN 17, 2020
401(k) suit against Neuberger Berman's plan committee settled for $17M

The investment manager's plan included a poorly performing, high-fee product, the plaintiff alleged

By Emile Hallez
SEC chairman emphasizes Reg BI protections on rollovers, complex product sales
RETIREMENT RETIREMENT PLANNING JUN 16, 2020
SEC chairman emphasizes Reg BI protections on rollovers, complex product sales

Pandemic conditions make acting in clients’ interests even more important, Jay Clayton says

By Mark Schoeff Jr.
401(k)s treat fixed income as an afterthought: Survey
RETIREMENT EQUITIES JUN 16, 2020
401(k)s treat fixed income as an afterthought: Survey

Defined-contribution plans generally place more emphasis on stock funds than fixed-income options

By Emile Hallez
Ex-Raymond James broker faces criminal charges for defrauding elderly customers
RETIREMENT RETIREMENT PLANNING JUN 15, 2020
Ex-Raymond James broker faces criminal charges for defrauding elderly customers

The SEC filed a parallel civil complaint against Frederick M. Stow for stealing nearly $1 million

By Mark Schoeff Jr.
Auto-IRA bill awaits governor's signature in Colorado
RETIREMENT RETIREMENT PLANNING JUN 15, 2020
Auto-IRA bill awaits governor's signature in Colorado

It will become the latest state to move forward with a retirement savings program for private-sector workers

By Emile Hallez
INmail: Claiming strategy for nonworking spouse
RETIREMENT RETIREMENT PLANNING JUN 15, 2020
INmail: Claiming strategy for nonworking spouse

What’s the best Social Security claiming strategy for a married couple where the husband is 67 and the wife, who has no earnings history of her own, is 65?

By Mary Beth Franklin
Social Security underpays more than 15,000 survivors
RETIREMENT RETIREMENT PLANNING JUN 15, 2020
Social Security underpays more than 15,000 survivors

An audit shows many retired widows and widowers are due higher survivor benefits

By Mary Beth Franklin
Tax refunds for IRAs? How about groceries instead?
RETIREMENT RETIREMENT PLANNING JUN 15, 2020
Tax refunds for IRAs? How about groceries instead?

If the CARES Act stimulus checks are any indication, more people will need the money for basic expenses

By Emile Hallez
Taming your inner bear
RETIREMENT RETIREMENT PLANNING JUN 14, 2020
Taming your inner bear

Behavioral economics explains a lot about investors’ jitters over the pandemic, and advisers who employ its insights can help clients avoid irrational decisions

By Emile Hallez
401(k) lawsuits keep piling up
RETIREMENT RETIREMENT PLANNING JUN 12, 2020
401(k) lawsuits keep piling up

At least four lawsuits involving plans with more than $1 billion have been filed over the past few weeks

By Emile Hallez
401(k) savers pull back on account trading
RETIREMENT RETIREMENT PLANNING JUN 11, 2020
401(k) savers pull back on account trading

After seeing median returns of -20% during the first quarter, participants did not make many trades in May, according to two reports

By Emile Hallez
Women taking bigger role in family finances, despite men: Report
RETIREMENT RETIREMENT PLANNING JUN 10, 2020
Women taking bigger role in family finances, despite men: Report

Nearly a third of women said they had primary responsibility for household saving and investing decisions, but only 5% of men agreed

By Emile Hallez
The online evolution of retirement plan practices
RETIREMENT OPINION JUN 10, 2020
The online evolution of retirement plan practices

There are opportunities in the defined-contribution world in the wake of the pandemic

By Fred Barstein
Few use CARES Act to tap retirement savings
RETIREMENT RETIREMENT PLANNING JUN 10, 2020
Few use CARES Act to tap retirement savings

Even though plan sponsors are offering easy access to retirement accounts, few workers have taken advantage of that

By Mary Beth Franklin
More companies may cut 401(k) matches
RETIREMENT RETIREMENT PLANNING JUN 09, 2020
More companies may cut 401(k) matches

As of late April, 12% of companies surveyed had suspended their matching contributions and another 23% said they might halt them

By Bloomberg
Advisers misjudge client interest in annuities: Survey
RETIREMENT RETIREMENT PLANNING JUN 09, 2020
Advisers misjudge client interest in annuities: Survey

Consumers are interested in guaranteed income products, but not when they're called annuities

By Emile Hallez
Pru is one contender for MassMutual's retirement business
RETIREMENT RETIREMENT PLANNING JUN 08, 2020
Pru is one contender for MassMutual's retirement business

There's considerable overlap in the types of defined-contribution plans the two companies serve, particularly in the Taft-Hartley, government and nonprofit areas

By Emile Hallez
INmail: Switching between retirement and survivor benefits
RETIREMENT RETIREMENT PLANNING JUN 08, 2020
INmail: Switching between retirement and survivor benefits

Could I stop collecting my retirement benefit, switch to my survivors benefit and then switch back to my retirement benefit at age 70?

By Mary Beth Franklin