Retirement Planning

Displaying 7913 results
DOL proposes rule to reduce leakage in 401(k) plans
RETIREMENT RETIREMENT PLANNING NOV 08, 2018
DOL proposes rule to reduce leakage in 401(k) plans

Proposal promotes 'auto-portability' as a way to reconnect plan participants with retirement savings they've left behind.

By Greg Iacurci
Wells Fargo considering sale of retirement-plan unit
RETIREMENT RETIREMENT PLANNING NOV 08, 2018
Wells Fargo considering sale of retirement-plan unit

The business could fetch as much as $1 billion, sources say.

By Bloomberg
Employees can now save in a 401(k) by using a credit card
RETIREMENT RETIREMENT PLANNING NOV 07, 2018
Employees can now save in a 401(k) by using a credit card

EvoShare provides workers with credit-card perks in the form of contributions to a retirement plan.

By Greg Iacurci
Following the money is getting harder for 401(k) plan advisers and sponsors
RETIREMENT RETIREMENT PLANNING NOV 07, 2018
Following the money is getting harder for 401(k) plan advisers and sponsors

The trend will likely further fuel industry consolidation.

By Fred Barstein
Are 401(k) advisers operating like Amazon?
RETIREMENT RETIREMENT PLANNING NOV 07, 2018
Are 401(k) advisers operating like Amazon?

The retailing juggernaut has used data to drive better decisions, and 401(k) advisers should follow suit

By Bloomberg
Millennials are a growth engine for 401(k) advisers
RETIREMENT RETIREMENT PLANNING NOV 07, 2018
Millennials are a growth engine for 401(k) advisers

Business owners who are millennials are more likely to offer retirement benefits to their employees

By Blaine F. Aikin
Jackson National to settle 401(k) self-dealing lawsuit for $4.5 million
RETIREMENT RETIREMENT PLANNING NOV 05, 2018
Jackson National to settle 401(k) self-dealing lawsuit for $4.5 million

Insurer allegedly filled its 401(k) plan with high-cost in-house investments.

By Greg Iacurci
Year-End Tax Planning Strategies: 5 Essential Tips
RETIREMENT RETIREMENT PLANNING NOV 02, 2018
Year-End Tax Planning Strategies: 5 Essential Tips

While the new tax laws will complicate year-end planning, there are some steps people can take.

By Sheryl Rowling
IRS raises 2019 401(k) contribution limit to $19,000
RETIREMENT RETIREMENT PLANNING NOV 01, 2018
IRS raises 2019 401(k) contribution limit to $19,000

A cost-of-living adjustment also raises IRA contribution limit to $6,000.

By InvestmentNews
Future retirees focus on taxes
RETIREMENT RETIREMENT PLANNING NOV 01, 2018
Future retirees focus on taxes

Clients expect advice on tax-efficient withdrawal strategies.

By Mary Beth Franklin
Near-retirees get a Halloween scare
RETIREMENT RETIREMENT PLANNING OCT 31, 2018
Near-retirees get a Halloween scare

Market volatility could threaten retirement security.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING OCT 31, 2018
Thoughts on endowment investing in the 21st century

There are 86,203 foundations in the U.S. with $890 billion in assets. Endowments and foundations have powerful missions, long time horizons and distinct operational/governance models for decision making.

By MargaretM.TowlePh.D.CPWA
New court ruling could put retirement assets from a divorce at risk in bankruptcy
RETIREMENT RETIREMENT PLANNING OCT 30, 2018
New court ruling could put retirement assets from a divorce at risk in bankruptcy

Bankruptcy appeals panel said IRA and 401(k) assets obtained through divorce can't be shielded from creditors.

By Greg Iacurci
Advisers carve wealth management unit out of $16 billion asset manager
RETIREMENT RIAS OCT 30, 2018
Advisers carve wealth management unit out of $16 billion asset manager

Resonant Capital Advisors, Madison Investment Advisors cite business risks as one of the reasons for the separation.

By Jeff Benjamin
NFL teams in high-tax states risk talent drain
RETIREMENT RETIREMENT PLANNING OCT 25, 2018
NFL teams in high-tax states risk talent drain

Limits on federal deduction for state and local taxes could put them at a disadvantage in negotiations with free agents

By Bloomberg
Fidelity ramps up 401(k) managed account distribution
RETIREMENT RETIREMENT PLANNING OCT 25, 2018
Fidelity ramps up 401(k) managed account distribution

Company plans to bypass record keepers and ask plan sponsors directly if they will offer its managed accounts to retirement plan participants.

By Greg Iacurci
Couple indicted for stealing $14.5 million from retirement plans
RETIREMENT RETIREMENT PLANNING OCT 25, 2018
Couple indicted for stealing $14.5 million from retirement plans

Husband and wife served as third-party administrator to retirement plans they allegedly looted for personal gain.

By Mark Schoeff Jr.
Unintended fiduciary consequences of 401(k) fee compression
RETIREMENT RETIREMENT PLANNING OCT 24, 2018
Unintended fiduciary consequences of 401(k) fee compression

On the surface, retirement savers are big beneficiaries, but that isn't the full story.

By Philip Chao
Here's how the 401(k) world will evolve over the next three years
RETIREMENT RETIREMENT PLANNING OCT 23, 2018
Here's how the 401(k) world will evolve over the next three years

Retirement industry stakeholders of all stripes are set to undergo big changes.

By Fred Barstein
DOL proposes rule to broaden retirement plan coverage
RETIREMENT RETIREMENT PLANNING OCT 22, 2018
DOL proposes rule to broaden retirement plan coverage

But the proposal doesn't create "open MEPs," as many in the industry had been hoping.

By Greg Iacurci