Retirement Planning

Displaying 7958 results
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
Mary Beth Franklin: Ways to modernize Social Security benefits
RETIREMENT PLANNING OCT 03, 2018
Mary Beth Franklin: Ways to modernize Social Security benefits

Options include boosting benefits for widows and the poor at the expense of high earners.

By Mary Beth Franklin
Sweeping retirement legislation is likely coming soon
RETIREMENT PLANNING OCT 02, 2018
Sweeping retirement legislation is likely coming soon

The retirement landscape could be transformed, so advisers should pay close attention.

By Blaine F. Aikin
Another 403(b) plan sponsor beats back fee lawsuit
RETIREMENT PLANNING OCT 01, 2018
Another 403(b) plan sponsor beats back fee lawsuit

Washington University in St. Louis joins other colleges that have prevailed in court.

By Greg Iacurci
RETIREMENT PLANNING OCT 01, 2018
The Value of a Client Advisory Board

Ready to grow? Start asking clients for feedback.

By Gillian Albert
Long-term-care insurance gets a boost, but there's more to do
RETIREMENT PLANNING SEP 29, 2018
Long-term-care insurance gets a boost, but there's more to do

Kudos to the NAIC for making LTC policies safer.

By crain-api
An adviser's guide to Medicare open enrollment
RETIREMENT PLANNING SEP 28, 2018
An adviser's guide to Medicare open enrollment

Encourage clients to review their drug coverage and Advantage plans for 2019.

By Mary Beth Franklin
John Hancock testing wellness programs for long-term-care policyholders
RETIREMENT PLANNING SEP 28, 2018
John Hancock testing wellness programs for long-term-care policyholders

The insurer, which recently doubled down on a strategy to encourage healthy living among life-insurance clients, is now doing the same on the LTC side.

By Greg Iacurci
Health-care planning presents an opportunity for advisers
RETIREMENT PLANNING SEP 27, 2018
Health-care planning presents an opportunity for advisers

New tools calculate costs, potential savings and solutions.

By Mary Beth Franklin
House approves retirement-savings bill that eases use of annuities in workplace plans
RETIREMENT PLANNING SEP 27, 2018
House approves retirement-savings bill that eases use of annuities in workplace plans

Supporters hope Senate will move similar legislation to increase chances in lame-duck session

By Mark Schoeff Jr.
401(k) adviser reliance on provider subsidies isn't wise
RETIREMENT PLANNING SEP 26, 2018
401(k) adviser reliance on provider subsidies isn't wise

Asset managers have been providing advisers with sales and marketing support, but plan sponsors may view that as a conflict.

By Fred Barstein
New Jersey fiduciary rule could be first of many among states post-DOL
RIA NEWS SEP 26, 2018
New Jersey fiduciary rule could be first of many among states post-DOL

New Jersey is the first state to take action on a fiduciary rule after the DOL rule's death, but experts think other states will likely jump on board.

By Greg Iacurci
Why in the world isn't the 401(k) industry entirely digital?
OPINION SEP 26, 2018
Why in the world isn't the 401(k) industry entirely digital?

Yes, I'm a millennial, but clients in 2018 should not have to print forms and mail in checks.

By Ryan W. Neal
Secrets Behind Success: How do top firms retain great talent? (Hint: It's not all about the money)
RETIREMENT PLANNING SEP 26, 2018
Secrets Behind Success: How do top firms retain great talent? (Hint: It's not all about the money)

Most leaders at some point have found themselves discussing how to “keep” a certain talented individual from leaving the organization. There are several powerful tools for retention, but which strategies are proven to deliver real results?

By Gillian Albert
DOL set to propose rule on open MEPs
RETIREMENT PLANNING SEP 25, 2018
DOL set to propose rule on open MEPs

The Labor Department is responding to a recent executive order on retirement security from the president.

By Greg Iacurci
The ins and outs of pairing a 401(k) plan match with student loan repayment
OPINION SEP 24, 2018
The ins and outs of pairing a 401(k) plan match with student loan repayment

An IRS nod shows potential pathways for employers, but several considerations must be made in advance of developing such a program.

By Fred Reish
Employer-based rainy day fund could help employees save for retirement
RETIREMENT PLANNING SEP 21, 2018
Employer-based rainy day fund could help employees save for retirement

Americans interested in hypothetical emergency savings program offered by employers.

By Bloomberg
Shlomo Benartzi to chair Acorns behavioral economics committee
RETIREMENT PLANNING SEP 21, 2018
Shlomo Benartzi to chair Acorns behavioral economics committee

Behavioral economist will lead robo-adviser's Money Lab, a project to develop products that help people save and invest.

By Ryan W. Neal
How advisers can help cancer patients tackle financial distress
OPINION SEP 21, 2018
How advisers can help cancer patients tackle financial distress

The Foundation for Financial Planning is calling for a national response to the potential financial ruin of families fighting the disease through the Pro Bono for Cancer Campaign

By Jon Dauphiné
Orthodontists aren't smiling about teeth-straightening startups
RETIREMENT PLANNING SEP 20, 2018
Orthodontists aren't smiling about teeth-straightening startups

Companies like SmileDirectClub will correct misaligned teeth for much less money.

By Bloomberg