Retirement Planning

Displaying 7912 results
GE expects $1.7 billion in rate increases for long-term care policies
RETIREMENT RETIREMENT PLANNING MAR 07, 2019
GE expects $1.7 billion in rate increases for long-term care policies

The announcement comes a year after GE said it would need to inject roughly $15 billion to shore up its long-term care reserves.

By Greg Iacurci
10 things to know about TDFs
RETIREMENT RETIREMENT PLANNING MAR 06, 2019
10 things to know about TDFs

Teaser, 120-160 characters: If you're investing in a TDF, remember to choose your target date carefully.

By Jonathan Russell
Future retirees ponder Social Security strategies
RETIREMENT RETIREMENT PLANNING MAR 06, 2019
Future retirees ponder Social Security strategies

Delayed claiming decisions will be based, in part, on interest rates.

By Mary Beth Franklin
I started a firm in 1993. Here's how I'd build one in 2019
RETIREMENT OPINION MAR 05, 2019
I started a firm in 1993. Here's how I'd build one in 2019

Part one: Adviser marketing from scratch, and finding a target company

By Scott Hanson
Lessons for advisers from 401(k) lawsuits
RETIREMENT RETIREMENT PLANNING MAR 05, 2019
Lessons for advisers from 401(k) lawsuits

There are clear steps that retirement plan fiduciaries can take to reduce the risk of litigation to near zero.

By Blaine Aikin
4 reasons 401(k) advisers should partner with a benefits broker
RETIREMENT RETIREMENT PLANNING MAR 05, 2019
4 reasons 401(k) advisers should partner with a benefits broker

Advisers can deliver more value to a client in a world of increasingly integrated health and retirement benefits.

By Aaron Pottichen
Fidelity faces Galvin inquiry over fees charged for 401(k) plans
RETIREMENT RETIREMENT PLANNING MAR 04, 2019
Fidelity faces Galvin inquiry over fees charged for 401(k) plans

Massachusetts' Secretary of the Commonwealth joins the Labor Department in questioning charges some mutual funds face for using Fidelity's platform.

By Bloomberg
Vanguard share of target-date fund market becoming 'obscene'
RETIREMENT RETIREMENT PLANNING MAR 04, 2019
Vanguard share of target-date fund market becoming 'obscene'

The fund giant has ridden the wave of investors seeking lower costs, primarily as a result of retirement-plan lawsuits.

By Greg Iacurci
Making room for the next generation of advisers
RETIREMENT RETIREMENT PLANNING MAR 04, 2019
Making room for the next generation of advisers

Many financial advisers are choosing to delay retirement, but where does that leave their younger colleagues?

By Joni Youngwirth
Help older clients facing a layoff realize their worth
RETIREMENT RETIREMENT PLANNING MAR 02, 2019
Help older clients facing a layoff realize their worth

A client's morale will start to drop as quickly as their net worth.

By crain-api
Financial literacy: An epic fail in America
RETIREMENT RETIREMENT PLANNING MAR 02, 2019
Financial literacy: An epic fail in America

How serious is the issue of financial literacy in the US and what can be done about it? Find out here

By Ramon Vicente Berenguer
HSA assets should hit $75 billion by end of 2020, study projects
RETIREMENT RETIREMENT PLANNING FEB 28, 2019
HSA assets should hit $75 billion by end of 2020, study projects

Researcher Devenir says number of accounts grew 13% last year to 25 million.

By InvestmentNews
New Jersey poised to create auto-IRA program
RETIREMENT RETIREMENT PLANNING FEB 28, 2019
New Jersey poised to create auto-IRA program

The Garden State would be the sixth state to create such a retirement program, and experts say it's likely others will join the ranks this year.

By Greg Iacurci
Fidelity says it fully discloses fund fees in 401(k) plans
RETIREMENT RETIREMENT PLANNING FEB 27, 2019
Fidelity says it fully discloses fund fees in 401(k) plans

Department of Labor is allegedly investigating asset manager's infrastructure fee that is the focus of a 401(k) lawsuit.

By Bloomberg
Democrats offer `Medicare for All' bill to transform health care
RETIREMENT RETIREMENT PLANNING FEB 27, 2019
Democrats offer `Medicare for All' bill to transform health care

Measure would replace almost all private health insurance.

By Bloomberg
Are the economics of active management becoming unsustainable?
RETIREMENT RETIREMENT PLANNING FEB 27, 2019
Are the economics of active management becoming unsustainable?

Fidelity called the viability of a major fund platform into question, according to a report.

By Greg Iacurci
The 10 biggest threats for retirement plan advisers
RETIREMENT RETIREMENT PLANNING FEB 26, 2019
The 10 biggest threats for retirement plan advisers

A confluence of factors is poised to marginalize advisers providing 401(k) services over the next three years.

By Fred Barstein
Active managers change 401(k) sales divisions
RETIREMENT RETIREMENT PLANNING FEB 26, 2019
Active managers change 401(k) sales divisions

Schroders, Cohen & Steers Inc. and ICMA-RC are examples of firms that have ramped up their investment teams as others have restructured or scaled back.

By Greg Iacurci
Medicare and the high cost of prescription drugs
RETIREMENT RETIREMENT PLANNING FEB 26, 2019
Medicare and the high cost of prescription drugs

There is no annual limit on out-of-pocket costs under Medicare Part D.

By Mary Beth Franklin
Fidelity sued for 'secret payments' in 401(k) plans
RETIREMENT RETIREMENT PLANNING FEB 25, 2019
Fidelity sued for 'secret payments' in 401(k) plans

Fidelity allegedly pockets tens of millions of dollars a year from the undisclosed kickbacks, at the expense of its retirement clients.

By Greg Iacurci