Retirement Planning

Displaying 8298 results
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
INmail: Claiming early nixes switching to spousal benefits
RETIREMENT PLANNING SEP 14, 2020
INmail: Claiming early nixes switching to spousal benefits

Unfortunately, clients can’t switch to a spousal benefit and allow their own retirement benefit to continue to grow until 70 for a few reasons.

By Mary Beth Franklin
From new normal to new paradigm
RETIREMENT PLANNING SEP 13, 2020
From new normal to new paradigm

How half a year of quarantine has affected the financial services industry

By InvestmentNews
Pandemic's financial, emotional toll prompts early retirements
RETIREMENT PLANNING SEP 11, 2020
Pandemic's financial, emotional toll prompts early retirements

Stress, employment concerns and market jitters have clients asking whether they are in good shape to stop working

By Emile Hallez
401(k)s were considering annuities -- then COVID-19 hit
RETIREMENT PLANNING SEP 10, 2020
401(k)s were considering annuities -- then COVID-19 hit

The pandemic has shifted plan sponsors' priorities, according to a survey from T. Rowe Price

By Emile Hallez
Impact of raising the Social Security taxable wage base
RETIREMENT PLANNING SEP 10, 2020
Impact of raising the Social Security taxable wage base

Taxing more earnings would improve the finances of the Social Security trust fund; it might also boost benefits

By Mary Beth Franklin
Q&A: WealthConductor CEO Sheryl O'Connor
RETIREMENT PLANNING SEP 10, 2020
Q&A: WealthConductor CEO Sheryl O'Connor

The fintech's leader talks retirement savings software in the age of COVID-19 and what the industry lacks in gender equality

By Nicole Casperson
Captrust acquires retirement business of Plante Moran
RETIREMENT PLANNING SEP 10, 2020
Captrust acquires retirement business of Plante Moran

Deal for Michigan-based unit adds $6.27 billion in institutional assets

By InvestmentNews
Hybrid wholesaling coming for the 401(k) market
RETIREMENT PLANNING SEP 09, 2020
Hybrid wholesaling coming for the 401(k) market

What the trend means for retirement plan advisers

By Fred Barstein
People of color feel ready for retirement but may not be, study finds
RETIREMENT PLANNING SEP 09, 2020
People of color feel ready for retirement but may not be, study finds

Allianz says their potential misinterpretation of the situation may put retirement at risk

By InvestmentNews
MassMutual 401(k) deal wins Empower valuable clients
RETIREMENT PLANNING SEP 08, 2020
MassMutual 401(k) deal wins Empower valuable clients

Empower will also get its foot in the door with one big broker-dealer

By Emile Hallez
Empower to buy MassMutual's 401(k) business
RETIREMENT PLANNING SEP 08, 2020
Empower to buy MassMutual's 401(k) business

The deal will bump the plan provider's assets under administration to $834 billion, the companies announced

By Emile Hallez
ERISA lawsuit filed against Nvidia; suit against Cornell settled
RETIREMENT PLANNING SEP 04, 2020
ERISA lawsuit filed against Nvidia; suit against Cornell settled

Law firm Capozzi Adler filed its latest 401(k) suit and Schlichter Bogard & Denton reached a deal in a case against an Ivy League school

By Emile Hallez
Reframing Social Security claiming decisions
RETIREMENT PLANNING SEP 04, 2020
Reframing Social Security claiming decisions

Focusing on benefit size rather than claiming age can improve outcomes

By Mary Beth Franklin
COVID-19 leads some to say they will work in retirement: Survey
RETIREMENT PLANNING SEP 03, 2020
COVID-19 leads some to say they will work in retirement: Survey

Most people have not stopped saving for retirement, but more are saying they will stay on the job past the traditional retirement age

By Emile Hallez
Just say no to annuities, one-third of RIAs say: Survey
RETIREMENT PLANNING SEP 02, 2020
Just say no to annuities, one-third of RIAs say: Survey

More advisers are becoming open to the products, but many still don't like their costs, complexity and lack of liquidity

By Emile Hallez