Retirement Planning

Displaying 8349 results
What’s the future for retirement plan adviser M&A?
OPINION APR 15, 2020
What’s the future for retirement plan adviser M&A?

Valuations might have peaked in the wake of the COVID-19 pandemic, but deals are still happening

By Fred Barstein
Millennials hit hardest in this economy, report says
RETIREMENT PLANNING APR 15, 2020
Millennials hit hardest in this economy, report says

More than half of millennials have recently lost their income, and almost no one is planning to buy a house, a report by Hearts & Wallets found

By Emile Hallez
Emergency savings: The next workplace benefit
RETIREMENT PLANNING APR 15, 2020
Emergency savings: The next workplace benefit

Retirement plan record keepers are lining up to help pilot savings programs that could run alongside 401(k)s

By Emile Hallez
IRI wants retirement plans at forefront of COVID-19 legislation
RETIREMENT PLANNING APR 14, 2020
IRI wants retirement plans at forefront of COVID-19 legislation

But an investor advocate sees the proposal as a ‘brazen effort’ to use the pandemic to promote the annuity sector

By Mark Schoeff Jr.
Alight, Abbott Labs sued over account breach
RETIREMENT PLANNING APR 14, 2020
Alight, Abbott Labs sued over account breach

A plan participant claims the companies violated Erisa by failing to prevent a theft of more than $200,000 from her 401(k) account

By Emile Hallez
As 401(k) assets fall, investors could pay higher fees
RETIREMENT PLANNING APR 13, 2020
As 401(k) assets fall, investors could pay higher fees

Several factors are moving money out of plans, including provisions in the recently passed CARES Act

By Emile Hallez
New York State fines pension risk transfer insurer $45 million
RETIREMENT PLANNING APR 13, 2020
New York State fines pension risk transfer insurer $45 million

The regulator says Athene Holding Ltd. sold insurance in the state without a license

By InvestmentNews
Client anxiety about retirement planning escalates
RETIREMENT PLANNING APR 13, 2020
Client anxiety about retirement planning escalates

Survey shows 93% of advisers say clients have contacted them with concerns about their retirement plans

By Mary Beth Franklin
IRS extends more tax deadlines
RETIREMENT PLANNING APR 10, 2020
IRS extends more tax deadlines

The additional postponements cover trusts, estates and corporations, as well as individuals

By InvestmentNews
Why 401(k) fees are a mystery
OPINION APR 09, 2020
Why 401(k) fees are a mystery

Despite fee-disclosure requirements passed a decade ago, it's not easy for participants to figure out how much they're being charged

By Emile Hallez
Near-retirees drain TDFs at a rapid clip
RETIREMENT PLANNING APR 09, 2020
Near-retirees drain TDFs at a rapid clip

People within 15 years of retirement emptied target-date funds of a net $9.4 billion in March, according to Morningstar

By Emile Hallez
3 suits against JPMorgan Chase’s 401(k) plan are joined
RETIREMENT PLANNING APR 09, 2020
3 suits against JPMorgan Chase’s 401(k) plan are joined

The suits allege fiduciaries failed to secure lower fees for plan participants

By InvestmentNews
Pandemic prompts some to rethink Social Security claiming strategy
RETIREMENT PLANNING APR 07, 2020
Pandemic prompts some to rethink Social Security claiming strategy

Concerns about shrinking portfolios, lost jobs may accelerate claims

By Mary Beth Franklin
Current crisis could damage retirement security in long run
OPINION APR 04, 2020
Current crisis could damage retirement security in long run

Markets and the economy seem to be conspiring to shrink nest eggs

By InvestmentNews
3 Questions: COVID-19’s impact on annuities
RETIREMENT PLANNING APR 03, 2020
3 Questions: COVID-19’s impact on annuities

Retirement reporter Emile Hallez talks about his cover story on how the pandemic changes the market outlook for annuities

By InvestmentNews
Market plunge chops pension funding by 9%
RETIREMENT PLANNING APR 02, 2020
Market plunge chops pension funding by 9%

The sell-off in response to the pandemic has hit some industries' pensions plans, such as airlines', harder than others, two reports suggest

By Emile Hallez
401(k) provider facilitates COVID-19 withdrawals and loans
RETIREMENT PLANNING APR 01, 2020
401(k) provider facilitates COVID-19 withdrawals and loans

Voya Financial will rebate certain fees related to early withdrawals and loans through September

By Emile Hallez
Stimulus package has helpful provisions for retirees
RETIREMENT PLANNING APR 01, 2020
Stimulus package has helpful provisions for retirees

One-time rebate checks, relaxed rules on required minimum distributions and changes in tax filing deadlines are all pluses

By Mary Beth Franklin
How the COVID-19 crisis is affecting 401(k) sales
OPINION APR 01, 2020
How the COVID-19 crisis is affecting 401(k) sales

Amid the pandemic, many plan advisers are focusing more on customer service, and the shift to working with clients remotely is likely to accelerate

By Fred Barstein
Fidelity liable for some 401(k) claims: Court
RETIREMENT PLANNING MAR 31, 2020
Fidelity liable for some 401(k) claims: Court

The company failed to monitor plan fiduciaries' handling of investment and record-keeping fees, the judge wrote

By Emile Hallez