Retirement Planning

Displaying 7957 results
Mortgage industry seeks to revive most hated loan in America
RETIREMENT PLANNING MAR 13, 2019
Mortgage industry seeks to revive most hated loan in America

Replacing actors such as Tom Selleck in TV ads, academics with interests in the industy are putting a positive spin on reverse mortgages.

By Bloomberg
Baseball, taxes and retirement destinations
RETIREMENT PLANNING MAR 11, 2019
Baseball, taxes and retirement destinations

New tax rules could affect retirees' relocation decisions.

By Mary Beth Franklin
When clients work past 70, RMDs are still required — and begrudged
RETIREMENT PLANNING MAR 08, 2019
When clients work past 70, RMDs are still required — and begrudged

They claim current rules requiring those 70½ to start withdrawing funds from retirement accounts are outdated.

By Mark Schoeff Jr.
Pairing 401(k) and student loan benefits gains more traction
RETIREMENT PLANNING MAR 08, 2019
Pairing 401(k) and student loan benefits gains more traction

Travelers is implementing a program next year, which follows a similar move by Abbott Laboratories.

By Greg Iacurci
The 401(k) 'stretch' match may work in reverse
RETIREMENT PLANNING MAR 07, 2019
The 401(k) 'stretch' match may work in reverse

Vanguard found that a strategy used to increase employee retirement savings actually resulted in reduced participation and savings rates.

By Greg Iacurci
GE expects $1.7 billion in rate increases for long-term care policies
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 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 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
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 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 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 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 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 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 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 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 Berenguer
HSA assets should hit $75 billion by end of 2020, study projects
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 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 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 PLANNING FEB 27, 2019
Democrats offer `Medicare for All' bill to transform health care

Measure would replace almost all private health insurance.

By Bloomberg