Retirement Planning

Displaying 8349 results
Women in two-income households face greatest retirement risk
RETIREMENT PLANNING JUL 16, 2019
Women in two-income households face greatest retirement risk

Lifestyle creep, under-saving and lower Social Security benefits to blame.

By Mary Beth Franklin
3 aspects of retirement affected by divorce
RETIREMENT PLANNING JUL 15, 2019
3 aspects of retirement affected by divorce

Rising rate of gray divorce in the U.S. requires financial advisers to understand different planning strategies

By Jamie Hopkins
LPL partners with Nationwide on 401(k) training for bank channel advisers
RETIREMENT PLANNING JUL 12, 2019
LPL partners with Nationwide on 401(k) training for bank channel advisers

The brokerage hopes to capture more retirement plan clients and push assets into its small-market 401(k) product.

By Greg Iacurci
The SECURE Act: Completing an unfinished masterpiece
RETIREMENT PLANNING JUL 12, 2019
The SECURE Act: Completing an unfinished masterpiece

The legislation would address some of the U.S. retirement system's shortfalls, including the millions of Americans who still lack access to plans.

By Robert L. Reynolds
Hub in talks to buy $40 billion LPL branch Global Retirement Partners
RETIREMENT PLANNING JUL 11, 2019
Hub in talks to buy $40 billion LPL branch Global Retirement Partners

GRP, an LPL super-OSJ, would represent the latest in a flurry of acquisitions for Hub.

By Greg Iacurci
Edelman Financial Engines losing COO John Bunch
RETIREMENT PLANNING JUL 11, 2019
Edelman Financial Engines losing COO John Bunch

Veteran executive departs financial services for a whole new industry.

By Ryan W. Neal
401(k) data dilemma is hurting the industry — especially participants
RETIREMENT PLANNING JUL 11, 2019
401(k) data dilemma is hurting the industry — especially participants

The inability to access data on plan participants interferes with efforts to customize their benefits and investments

By Fred Barstein
Retirement has become the lynchpin of complete advisory practices
RETIREMENT PLANNING JUL 11, 2019
Retirement has become the lynchpin of complete advisory practices

Wealth managers risk losing key clients and sacrificing business leads if they don't work with 401(k) plans.

By Fred Barstein
Cetera, Allianz and Capital Group partner on retirement income technology
RETIREMENT PLANNING JUL 10, 2019
Cetera, Allianz and Capital Group partner on retirement income technology

The new tool will generate a basic income plan that combines guaranteed fixed annuities and traditional asset management models.

By Ryan W. Neal
The best states for retirement
RETIREMENT PLANNING JUL 10, 2019
The best states for retirement

Where you go to hang your hat in retirement is a massive life decision.

Fidelity says it's entitled to alleged 'secret payments' in 401(k) plans
RETIREMENT PLANNING JUL 09, 2019
Fidelity says it's entitled to alleged 'secret payments' in 401(k) plans

Given the thin margins in the retirement business, firm says it was justified in cutting deals with money managers to boost profits.

By Greg Iacurci
Client longevity is advisers' top retirement planning concern
RETIREMENT PLANNING JUL 08, 2019
Client longevity is advisers' top retirement planning concern

But clients may be underestimating the possibility of longer lifespans when they're planning for retirement.

By jgallardo
Why healthy clients need to save more for retirement
RETIREMENT PLANNING JUL 08, 2019
Why healthy clients need to save more for retirement

Tax-free health savings accounts, Roth IRAs, insurance and annuities can help cover retirees' future health-care costs.

By Mary Beth Franklin
Educate clients on the reality of Social Security benefits
RETIREMENT PLANNING JUL 06, 2019
Educate clients on the reality of Social Security benefits

Lower Social Security income is not just a possibility.

By crain-api
Treasury proposes curtailing 'one bad apple' rule for MEPs
RETIREMENT PLANNING JUL 02, 2019
Treasury proposes curtailing 'one bad apple' rule for MEPs

Current rules punish all the employers in a multiple employer plan for a mistake made by just one

By Greg Iacurci
Retirees lose $3.4 trillion by claiming Social Security too early
RETIREMENT PLANNING JUN 28, 2019
Retirees lose $3.4 trillion by claiming Social Security too early

Study finds suboptimal timing costs $111,000 per household.

By Mary Beth Franklin
Confusion around Medicare enrollment
RETIREMENT PLANNING JUN 28, 2019
Confusion around Medicare enrollment

Tools and courses can help advisers guide clients through deadlines and choices

By Mary Beth Franklin
Milestone planning helps clients and advisers
RETIREMENT PLANNING JUN 26, 2019
Milestone planning helps clients and advisers

There are many benefits to milestone planning. Here is what you need to know

By Jonathan Russell
Rising nursing home prices bode poorly for the future
RETIREMENT PLANNING JUN 25, 2019
Rising nursing home prices bode poorly for the future

Georgetown University Medical Center reveals brutal dynamic governing long-term care in America.

By Bloomberg
Gucci settles 401(k) lawsuit for $1.2 million
RETIREMENT PLANNING JUN 25, 2019
Gucci settles 401(k) lawsuit for $1.2 million

The settlement is notable due to the relatively small size of the company's plan.

By Greg Iacurci