Retirement Planning

Displaying 8298 results
Loan provider adds 401(k) service for debt-weary workers
RETIREMENT PLANNING MAR 09, 2020
Loan provider adds 401(k) service for debt-weary workers

Retirement plan sponsors can now make contributions on behalf of employees who are paying down student loans

By Emile Hallez
Market plunge tests performance of target-date funds
RETIREMENT PLANNING MAR 06, 2020
Market plunge tests performance of target-date funds

Managers made several changes following the 2008 crisis, including reducing allocations to high-yield bonds and equities

By Emile Hallez
Fidelity's new mutual funds target HSA investments
RETIREMENT PLANNING MAR 05, 2020
Fidelity's new mutual funds target HSA investments

The products encourage clients to use health savings accounts as investment vehicles

By Emile Hallez
Women and retirement preparedness
RETIREMENT PLANNING MAR 05, 2020
Women and retirement preparedness

As International Women's Day approaches this Sunday, female investors continue to face challenges related to longevity and lower lifetime earnings

By Mary Beth Franklin
Balances in self-directed 401(k) accounts up 19% last year: Schwab
RETIREMENT PLANNING MAR 05, 2020
Balances in self-directed 401(k) accounts up 19% last year: Schwab

Participants' asset allocation was largely unchanged, with more than a third of their assets in mutual funds

By InvestmentNews
Rep used DOL rule as cover to take $150,000 from VAs: Finra
RETIREMENT PLANNING MAR 04, 2020
Rep used DOL rule as cover to take $150,000 from VAs: Finra

The self-regulatory agency this week barred registered rep Louis Cook

By Emile Hallez
Vanguard cements its hold on the target-date marketplace
RETIREMENT PLANNING MAR 04, 2020
Vanguard cements its hold on the target-date marketplace

The trend toward lower costs in retirement plans has benefited products across the industry

By Emile Hallez
The SECURE Act’s unprecedented opportunities
OPINION MAR 04, 2020
The SECURE Act’s unprecedented opportunities

As the legislation brings about big changes in the retirement plan market, will advisers benefit or will they be drowned?

By Fred Barstein
John Hancock sued over 'self-dealing' in 401(k) plan products
RETIREMENT PLANNING MAR 03, 2020
John Hancock sued over 'self-dealing' in 401(k) plan products

The financial services firm is the latest to be targeted for including proprietary products in its retirement plan

By Emile Hallez
Oracle to pay $12 million to settle 401(k) lawsuit
RETIREMENT PLANNING MAR 02, 2020
Oracle to pay $12 million to settle 401(k) lawsuit

The company allegedly breached its fiduciary duty, in part by selecting funds that allegedly made excessive revenue-sharing payments to Fidelity

By Emile Hallez
The new essential
RETIREMENT PLANNING FEB 29, 2020
The new essential

By addressing clients’ health and aging, advisers can prove their value as rising health care costs threaten the security of retirement accounts

By Emile Hallez
401(k) trading spikes amid correction
RETIREMENT PLANNING FEB 28, 2020
401(k) trading spikes amid correction

Rebalancing activity was the highest it's been since 2008, according to record keeper Alight Solutions

By Emile Hallez
New Vestwell infrastructure removes traditional record keepers from retirement plan administration
RETIREMENT PLANNING FEB 27, 2020
New Vestwell infrastructure removes traditional record keepers from retirement plan administration

Vestwell now brings all non-custody services in-house

By Ryan W. Neal
Social Security and survivor benefits
RETIREMENT PLANNING FEB 27, 2020
Social Security and survivor benefits

Widows and widowers have multiple claiming options

By Mary Beth Franklin
Intel 401(k) ruling could bolster some class actions
RETIREMENT PLANNING FEB 26, 2020
Intel 401(k) ruling could bolster some class actions

The Supreme Court decision makes it harder for fiduciaries to cite a three-year window to have ERISA claims dismissed

By Emile Hallez
Annuities group wants 401(k)s for all — including cannabis workers
RETIREMENT PLANNING FEB 26, 2020
Annuities group wants 401(k)s for all — including cannabis workers

The Insured Retirement Institute wants mandatory retirement plan coverage for most businesses, but similar legislation has been floated in the past

By Emile Hallez
Workers win at Supreme Court on 401(k) suit deadlines
RETIREMENT PLANNING FEB 26, 2020
Workers win at Supreme Court on 401(k) suit deadlines

Court rules in a lawsuit filed against Intel that companies can't assume employees read the emails they're sent with details about plan investments

By Bloomberg
Empower, ETrade to let 401(k) clients view accounts alongside stock plans
RETIREMENT PLANNING FEB 25, 2020
Empower, ETrade to let 401(k) clients view accounts alongside stock plans

The retirement plan provider says the side-by-side view isn't a signal that the different accounts should be treated similarly

By Emile Hallez
Bear market would bode well for fixed annuities: reports
RETIREMENT PLANNING FEB 24, 2020
Bear market would bode well for fixed annuities: reports

Low interest rates are hampering sales, but the SECURE Act and the threat of a market correction could change that

By Emile Hallez
Social Security claiming strategies for married couples
RETIREMENT PLANNING FEB 21, 2020
Social Security claiming strategies for married couples

The ages and individual earning histories of the spouses will determine the best approach

By Mary Beth Franklin