Retirement Planning

Displaying 7915 results
COVID-19 will force some into early retirement
RETIREMENT RETIREMENT PLANNING APR 29, 2020
COVID-19 will force some into early retirement

Baby boomers are at a particularly high risk for permanent job loss, and that could affect retirement security

By Emile Hallez
Catch-up contributions being weighed in Congress
RETIREMENT RETIREMENT PLANNING APR 28, 2020
Catch-up contributions being weighed in Congress

A recent bill proposes tripling 401(k) and IRA limits this year

By Emile Hallez
Interest in emergency savings accounts likely to grow post-COVID-19
RETIREMENT OPINION APR 28, 2020
Interest in emergency savings accounts likely to grow post-COVID-19

Plan participants' lack of savings is increasing their reliance on loans and distributions from DC plans

By Fred Barstein
Undoing unwanted RMDs
RETIREMENT RETIREMENT PLANNING APR 25, 2020
Undoing unwanted RMDs

Ed Slott discusses whether clients who already took required minimum distributions this year can put that money back in light of the CARES Act

By InvestmentNews
For charitable givers, CARES Act offers big tax breaks
RETIREMENT RETIREMENT PLANNING APR 24, 2020
For charitable givers, CARES Act offers big tax breaks

The coronavirus recovery bill allows for the full deduction of your donation up to your adjusted gross income

By Mark Schoeff Jr.
401(k) assets down, but savings levels up: Fidelity
RETIREMENT RETIREMENT PLANNING APR 24, 2020
401(k) assets down, but savings levels up: Fidelity

The stock market eroded account balances, but savers increased their contributions

By Emile Hallez
Clients don't grasp fees, and that's bad for business
RETIREMENT RETIREMENT PLANNING APR 24, 2020
Clients don't grasp fees, and that's bad for business

Not knowing how their advisers are compensated affects clients' trust, according to a Hearts & Wallets report

By Emile Hallez
Employers weigh cuts in plan contributions, record keepers say
RETIREMENT RETIREMENT PLANNING APR 23, 2020
Employers weigh cuts in plan contributions, record keepers say

Most plan participants are not shifting allocations, but they are looking for loans or hardship withdrawals

By InvestmentNews
Wells Fargo adds SECURE Act-friendly 401(k) annuity service
RETIREMENT RETIREMENT PLANNING APR 23, 2020
Wells Fargo adds SECURE Act-friendly 401(k) annuity service

The firm will act as a fiduciary for insurance provider selection for qualified longevity annuity contracts

By Emile Hallez
Dispelling CARES Act confusion
RETIREMENT RETIREMENT PLANNING APR 23, 2020
Dispelling CARES Act confusion

Ed Slott clears up questions about how the CARES Act will affect required minimum distributions

By InvestmentNews
The CARES Act: Relief for retirement plan participants
RETIREMENT OPINION APR 22, 2020
The CARES Act: Relief for retirement plan participants

Plan sponsors will need to amend their plans to cover the CARES Act changes that they decide to implement

By Fred Reish
COVID-19’s impact on DC plans may be manageable
RETIREMENT RETIREMENT PLANNING APR 22, 2020
COVID-19’s impact on DC plans may be manageable

Market volatility may be biggest factor in producing retirement shortfalls, according to the Employee Benefit Research Institute

By InvestmentNews
VA sales up, fixed annuities down: LIMRA report
RETIREMENT RETIREMENT PLANNING APR 22, 2020
VA sales up, fixed annuities down: LIMRA report

Low interest rates drove investors away from some products, but that may change, according to the organization's Secure Retirement Institute

By Emile Hallez
Social Security funding still set to run out in 2035
RETIREMENT RETIREMENT PLANNING APR 22, 2020
Social Security funding still set to run out in 2035

The latest estimate is unchanged from last year's, but it does not reflect the impact of the COVID-19 pandemic on the trust funds

By Mary Beth Franklin
Escape hatch for workers claiming Social Security early
RETIREMENT RETIREMENT PLANNING APR 22, 2020
Escape hatch for workers claiming Social Security early

A special rule allows benefits for those who have exceeded the annual earnings limit in their first year of retirement

By Mary Beth Franklin
No free lunch (not even for Tom Hanks) on IRA distributions
RETIREMENT RETIREMENT PLANNING APR 21, 2020
No free lunch (not even for Tom Hanks) on IRA distributions

Ed Slott separates fact from fiction about how the CARES Act will affect clients’ retirement savings

By InvestmentNews
Putnam, Emory University settle ERISA lawsuits
RETIREMENT RETIREMENT PLANNING APR 21, 2020
Putnam, Emory University settle ERISA lawsuits

The investment firm will pay $12.5 million to put a 2015 case behind it, court records show

By Emile Hallez
Transamerica VA targets fee-based advisers
RETIREMENT RETIREMENT PLANNING APR 21, 2020
Transamerica VA targets fee-based advisers

The insurer added a new low-cost variable annuity product without living benefits

By Emile Hallez
Managing risk in retirement: Lessons from COVID-19
RETIREMENT OPINION APR 21, 2020
Managing risk in retirement: Lessons from COVID-19

The coronavirus is throwing a wrench in many Americans' financial plans, but advisers can help keep investors on track

By Philip E. Caminiti
Investment options overpriced in pharmaceutical company's 401(k) plan: lawsuit
RETIREMENT RETIREMENT PLANNING APR 20, 2020
Investment options overpriced in pharmaceutical company's 401(k) plan: lawsuit

Pharmaceutical Product Development mismanaged its 401(k) plan, opting for costlier investments than necessary, plaintiffs say

By Emile Hallez