Retirement Planning

Displaying 7957 results
Couple indicted for stealing $14.5 million from retirement plans
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 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 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 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
Paul Allen's $26 billion estate could take years to unravel
RETIREMENT PLANNING OCT 18, 2018
Paul Allen's $26 billion estate could take years to unravel

Microsoft co-founder's holdings akin to 'a major corporation.'

By Bloomberg
LPL and Independent Financial Partners lose $10 billion retirement group
RIA NEWS OCT 18, 2018
LPL and Independent Financial Partners lose $10 billion retirement group

Departure by Retirement Benefits Group comes on the heels of IFP's decision to start up its own broker-dealer.

By Greg Iacurci
401(k) record keepers seek new revenue streams to 'save themselves'
RETIREMENT PLANNING OCT 17, 2018
401(k) record keepers seek new revenue streams to 'save themselves'

Service providers are getting pinched by fee compression.

By Greg Iacurci
Captrust acquires $1.4 billion wealth shop
RIA NEWS OCT 16, 2018
Captrust acquires $1.4 billion wealth shop

The purchase of FCE Group continues Captrust's strategy of boosting its wealth management business.

By Greg Iacurci
Providing incentives for annuities within retirement plans
RETIREMENT PLANNING OCT 15, 2018
Providing incentives for annuities within retirement plans

To mature into a strong safety net, plans need to be able to deliver guaranteed lifetime income.

By Bloomberg
Social Security and the fear of missing out
RETIREMENT PLANNING OCT 15, 2018
Social Security and the fear of missing out

How to lower expectations when clients think they're owed a bigger Social Security benefit.

By Mary Beth Franklin
Social Security COLA for 2019 will be 2.8 percent
RETIREMENT PLANNING OCT 12, 2018
Social Security COLA for 2019 will be 2.8 percent

It's the largest annual cost-of-living increase in benefits since 2012.

By Mary Beth Franklin
2019 Medicare premiums announced
RETIREMENT PLANNING OCT 12, 2018
2019 Medicare premiums announced

Slight increase in Part B premium to $135.50 per month is in line with expectations.

By Mary Beth Franklin
Social Security COLA for 2019 will be 2.8 percent
RETIREMENT PLANNING OCT 11, 2018
Social Security COLA for 2019 will be 2.8 percent

It's the largest annual cost-of-living increase in benefits since 2012.

By Mary Beth Franklin
Fidelity sued again for 401(k) plan mismanagement
RETIREMENT PLANNING OCT 11, 2018
Fidelity sued again for 401(k) plan mismanagement

The company settled a similar self-dealing lawsuit four years ago for $12 million.

By Greg Iacurci
LPL Retirement Partners hires new chief
RETIREMENT PLANNING OCT 08, 2018
LPL Retirement Partners hires new chief

Appointment of Bryan Hodgens is second shake-up in a year at the retirement unit.

By Greg Iacurci
More older women in America working past age 55
RETIREMENT PLANNING OCT 08, 2018
More older women in America working past age 55

AARP study finds that Americans are split on why they continue to work.

By Bloomberg
The Trump family used this strategy to save on taxes
RETIREMENT PLANNING OCT 05, 2018
The Trump family used this strategy to save on taxes

A type of trust known as a GRAT reportedly helped the Trumps save hundreds of millions of dollars in gift and estate taxes

By Greg Iacurci
Super-rich are piling up wealth in black-box charities
RETIREMENT PLANNING OCT 04, 2018
Super-rich are piling up wealth in black-box charities

Money flowing into donor-advised funds far outstrips grants being made from the funds.

By Bloomberg
A guide to Medicare open enrollment
RETIREMENT PLANNING OCT 04, 2018
A guide to Medicare open enrollment

Medicare enrollees should review their drug coverage and Advantage plans for 2019.

By Mary Beth Franklin
Mary Beth Franklin: Slowing drug costs temper health care inflation
RETIREMENT PLANNING OCT 03, 2018
Mary Beth Franklin: Slowing drug costs temper health care inflation

But medical expenses will consume a growing portion of retirement budgets.

By Mary Beth Franklin