Retirement Planning

Displaying 8349 results
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
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