Retirement Planning

Displaying 8349 results
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
401(k) plan savings challenge has been solved
RETIREMENT PLANNING SEP 02, 2020
401(k) plan savings challenge has been solved

It's clear auto enrollment and auto escalation help employees save. Why aren't more smaller plan sponsors using them?

By Fred Barstein
Latest 401(k) lawsuit filed in an avalanche of COVID-19 litigation
RETIREMENT PLANNING SEP 02, 2020
Latest 401(k) lawsuit filed in an avalanche of COVID-19 litigation

The law firm Capozzi Adler has brought numerous cases this year on behalf of plan participants

By Emile Hallez
Health savings account assets now top $73.5 billion
RETIREMENT PLANNING SEP 01, 2020
Health savings account assets now top $73.5 billion

The number of accounts has grown to more than 29 million in the past year

By InvestmentNews
Ascensus TPA president leaves company
RETIREMENT PLANNING SEP 01, 2020
Ascensus TPA president leaves company

Jerry Bramlett helped build FuturePlan into the country’s largest third-party administrator, according to the firm

By Emile Hallez
Fund industry opposes DOL's proposed ESG rule
RETIREMENT PLANNING SEP 01, 2020
Fund industry opposes DOL's proposed ESG rule

Asset managers including Fidelity, BlackRock and State Street submitted comment letters criticizing the proposed rule

By Bloomberg
INmail: Navigating Social Security benefits and public employee offsets
RETIREMENT PLANNING AUG 31, 2020
INmail: Navigating Social Security benefits and public employee offsets

Public employees in about a dozen states, as well as federal employees under the old Civil Service Retirement System, do not participate in Social Security and are not subject to payroll taxes.

By Mary Beth Franklin
GAO wants better benefits information for divorced spouses
RETIREMENT PLANNING AUG 31, 2020
GAO wants better benefits information for divorced spouses

Report says the Labor Department's information about claiming retirement benefits may be insufficient

By InvestmentNews
The race for small-business 401(k)s
RETIREMENT PLANNING AUG 28, 2020
The race for small-business 401(k)s

More companies are pursuing small businesses for 401(k) plans, with technology enabling an abundance of new services

By Emile Hallez
In a bad year for annuities, these products are selling best
RETIREMENT PLANNING AUG 27, 2020
In a bad year for annuities, these products are selling best

Some types of annuities are getting a lot of attention even though sales are down overall

By Emile Hallez