Retirement Planning

Displaying 8298 results
Americans worry inflation will make retirement unaffordable
RETIREMENT PLANNING OCT 26, 2020
Americans worry inflation will make retirement unaffordable

59% of those surveyed by Allianz believe rising costs will prevent them from enjoying life in retirement

By InvestmentNews
INmail: Social Security do-over options
RETIREMENT PLANNING OCT 26, 2020
INmail: Social Security do-over options

Someone who has been collecting Social Security for more than a year can't stop her benefits now, but she might be able to in the future.

By Mary Beth Franklin
160 at MassMutual face layoffs due to Empower deal
RETIREMENT PLANNING OCT 23, 2020
160 at MassMutual face layoffs due to Empower deal

About 90% of a group of 2,000 MassMutual workers have been informed that they will receive job offers, according to the companies

By Emile Hallez
Auto-IRA states, AARP blast CalSavers lawsuit claims
RETIREMENT PLANNING OCT 23, 2020
Auto-IRA states, AARP blast CalSavers lawsuit claims

Oregon, Illinois and others are backing California in a legal attack on the state's auto-IRA system, while the Trump administration has taken the opposite side

By Emile Hallez
UBS rolls out small-business 401(k) fiduciary program
RETIREMENT PLANNING OCT 22, 2020
UBS rolls out small-business 401(k) fiduciary program

The firm is also adding student-loan guidance for workplace wealth clients

By Emile Hallez
Empower Retirement posts $110 billion in new-client sales
RETIREMENT PLANNING OCT 22, 2020
Empower Retirement posts $110 billion in new-client sales

The No. 2 record keeper added smaller adviser-sold plans as well as megaplans

By InvestmentNews
401(k) record keepers near final stage of ‘consolidation curve’
RETIREMENT PLANNING OCT 21, 2020
401(k) record keepers near final stage of ‘consolidation curve’

There are lessons from numerous other industries that have gone through the full consolidation process

By Fred Barstein
Fiduciary insurance costs soar amid new 401(k) litigation
RETIREMENT PLANNING OCT 21, 2020
Fiduciary insurance costs soar amid new 401(k) litigation

It is arguably a scary time to be a retirement plan sponsor, and many might forgo liability coverage

By Emile Hallez
Pandemic fuels retirement fears, study finds
RETIREMENT PLANNING OCT 21, 2020
Pandemic fuels retirement fears, study finds

The majority of workers affected by COVID-19 are pessimistic, a Wells Fargo study shows

By InvestmentNews
Labor Department moves at 'warp speed' on ESG rule
RETIREMENT PLANNING OCT 21, 2020
Labor Department moves at 'warp speed' on ESG rule

The proposed rule, which would make it more difficult for retirement plans to invest in ESG, was submitted to the White House last week

By Bloomberg
More participation equals more savings, Fidelity study of retirement plans finds
RETIREMENT PLANNING OCT 20, 2020
More participation equals more savings, Fidelity study of retirement plans finds

Workers enrolled in both stock purchase plans and company 401(k)s tend to save more

By InvestmentNews
Bill would let 403(b)s use PEPs
RETIREMENT PLANNING OCT 19, 2020
Bill would let 403(b)s use PEPs

There could be even more demand for pooled employer plans from nonprofit organizations than from the for-profit side

By Emile Hallez
INmail: Birthdate foils ex-spouse’s Social Security claiming strategy
RETIREMENT PLANNING OCT 19, 2020
INmail: Birthdate foils ex-spouse’s Social Security claiming strategy

Only people born on or before Jan. 1, 1954, have the right to file a restricted claim for spousal benefits.

By Mary Beth Franklin
Planning for uncertainty around Social Security
OPINION OCT 19, 2020
Planning for uncertainty around Social Security

The shutdown caused by the pandemic threw millions of people out of work, which cut into the FICA payroll taxes that fund Social Security payments

By InvestmentNews
How secure is Social Security?
RETIREMENT PLANNING OCT 19, 2020
How secure is Social Security?

Advisers will need to act to help clients navigate what is potentially a looming financial crisis

By Mary Beth Franklin
Fidelity on pace to dominate HSA business
RETIREMENT PLANNING OCT 16, 2020
Fidelity on pace to dominate HSA business

Since 2016, Fidelity’s market share more than doubled, according to a recent Morningstar report

By Emile Hallez
Addressing women's longevity gap
RETIREMENT PLANNING OCT 16, 2020
Addressing women's longevity gap

Advisers can help couples prepare today for survivorship and health care costs

By Mary Beth Franklin
401(k) plans should allow cross selling: Report
RETIREMENT PLANNING OCT 15, 2020
401(k) plans should allow cross selling: Report

Hearts & Wallets report finds participants want advice that their employer-sponsored plans simply can't provide

By Emile Hallez
Most advisers now have more clients than before pandemic, survey finds
RETIREMENT PLANNING OCT 15, 2020
Most advisers now have more clients than before pandemic, survey finds

The College of Financial Planning poll also finds that most clients have not postponed retirement

By InvestmentNews
JPMorgan Chase creates small-business 401(k) plan
RETIREMENT PLANNING OCT 15, 2020
JPMorgan Chase creates small-business 401(k) plan

The new offering will use SS&C Technologies as record keeper and the investments are J.P. Morgan products

By InvestmentNews