Retirement Planning

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How COVID-19 is driving new financial planning business
RETIREMENT PLANNING MAR 24, 2020
How COVID-19 is driving new financial planning business

Many investors who have lost money during the pandemic are seeking out financial advice for the first time

By Emile Hallez
Dispatch from my bunker
RETIREMENT PLANNING MAR 23, 2020
Dispatch from my bunker

Here's how I'm coping during the pandemic. I'm asking InvestmentNews readers to share their stories of how they're coping

By Mary Beth Franklin
Recession would slow state auto-IRAs, MEPs
RETIREMENT PLANNING MAR 23, 2020
Recession would slow state auto-IRAs, MEPs

Programs will remain viable but will take longer to build assets as gig workers and small businesses struggle to stay afloat, leaders said

By Emile Hallez
Planners offer pro bono services amid market crash, COVID-19
RETIREMENT PLANNING MAR 20, 2020
Planners offer pro bono services amid market crash, COVID-19

The Financial Planning Association has launched a directory of CFPs who are volunteering their services

By Emile Hallez
Senate coronavirus package would allow hardship early access to retirement accounts
RETIREMENT PLANNING MAR 20, 2020
Senate coronavirus package would allow hardship early access to retirement accounts

Financial industry also pushes for temporary waiver on required minimum distributions

By Mark Schoeff Jr.
401(k) lawsuits keep coming, despite COVID-19
RETIREMENT PLANNING MAR 19, 2020
401(k) lawsuits keep coming, despite COVID-19

Two lawsuits over plans’ target-date investments were filed in the past week, and there was a major development in another case

By Emile Hallez
Voya adds student-loan service for 401(k)s
RETIREMENT PLANNING MAR 19, 2020
Voya adds student-loan service for 401(k)s

The plan record keeper added a service allowing employers to make loan payments or plan contributions for workers

By Emile Hallez
Annuities, hard hit by COVID-19, give retirees one less option
RETIREMENT PLANNING MAR 18, 2020
Annuities, hard hit by COVID-19, give retirees one less option

Insurers have started pulling some products amid volatility and low interest rates

By Emile Hallez
A crisis is a terrible thing to waste
OPINION MAR 18, 2020
A crisis is a terrible thing to waste

How the COVID-19 pandemic could change the 401(k) market

By Fred Barstein
Roth conversions 'on sale' and other retirement advice amid the market crash
RETIREMENT PLANNING MAR 18, 2020
Roth conversions 'on sale' and other retirement advice amid the market crash

People near retirement are the most at risk from the sell-off, and advisers have several recommendations for them

By Emile Hallez
Wells Fargo named in new 401(k) lawsuit
RETIREMENT PLANNING MAR 17, 2020
Wells Fargo named in new 401(k) lawsuit

The company has been sued again over its use of its own products in its retirement plan

By Emile Hallez
Social Security closes local offices nationwide
RETIREMENT PLANNING MAR 17, 2020
Social Security closes local offices nationwide

Critical services still available over the phone and online

By Mary Beth Franklin
One TDF series outperforms others in market plunge
RETIREMENT PLANNING MAR 16, 2020
One TDF series outperforms others in market plunge

The newer product line has a different approach to asset allocation than most other target-date funds

By Emile Hallez
Singles, survivors most affected by Medicare surcharges
RETIREMENT PLANNING MAR 13, 2020
Singles, survivors most affected by Medicare surcharges

Roth conversions can help reduce clients' health care costs and taxes, given the impact that required minimum distributions can have on Medicare premiums

By Mary Beth Franklin
Captrust stays hungry with purchase of $5.5 billion advisory firm
RETIREMENT PLANNING MAR 12, 2020
Captrust stays hungry with purchase of $5.5 billion advisory firm

The deal closed just ahead of the market downturn

By Jeff Benjamin
Trump's proposed payroll tax holiday could hurt the economy more than it helps
RETIREMENT PLANNING MAR 12, 2020
Trump's proposed payroll tax holiday could hurt the economy more than it helps

In a speech Wednesday, the president said he would pressure Congress to suspend Social Security and Medicare taxes for the rest of the year

By Emile Hallez
Auto-IRA floated in Colorado
RETIREMENT PLANNING MAR 11, 2020
Auto-IRA floated in Colorado

The state is one of a number that have considered or adopted a public savings system for private-sector workers who don't have access to employer-sponsored retirement plans

By Emile Hallez
Judge pulls plug on CenturyLink 401(k) lawsuit
RETIREMENT PLANNING MAR 10, 2020
Judge pulls plug on CenturyLink 401(k) lawsuit

The court granted summary judgment for the telecommunications firm, finding that its $5 billion plan did not violate federal law

By Emile Hallez
Fears over market drop could cause some to postpone retirement
RETIREMENT PLANNING MAR 10, 2020
Fears over market drop could cause some to postpone retirement

Survey of those nearing retirement shows many would opt to work longer

By Mary Beth Franklin
Alight, Estee Lauder settle case of plundered 401(k)
RETIREMENT PLANNING MAR 09, 2020
Alight, Estee Lauder settle case of plundered 401(k)

Thieves raided a retirement plan participant's account of $99,000, nearly emptying it

By Emile Hallez