Retirement Planning

Displaying 7958 results
Systems glitch sends erroneous text messages to some Vanguard customers
RETIREMENT PLANNING JUL 25, 2018
Systems glitch sends erroneous text messages to some Vanguard customers

Text said a 401(k) loan was being processed, but no accounts were actually affected.

By Bloomberg
Working longer is best way to boost retirement income
RETIREMENT PLANNING JUL 25, 2018
Working longer is best way to boost retirement income

For older workers, staying on the job is a more effective strategy than increasing savings.

By Mary Beth Franklin
Judge dismisses suit against AT&T plan
RETIREMENT PLANNING JUL 24, 2018
Judge dismisses suit against AT&T plan

Plaintiffs given until July 30 to file amended complaint against executives of the $38.6 billion plan.

By Robert Steyer
New focus on workers who don't take a full match
RETIREMENT PLANNING JUL 24, 2018
New focus on workers who don't take a full match

Persistent percentage of defined contribution plan participants contribute below the employer match threshhold.

By Robert Steyer
Judge dismisses amended complaint in Wells Fargo stock-drop case
EQUITIES JUL 24, 2018
Judge dismisses amended complaint in Wells Fargo stock-drop case

Suit involved decline in price of company stock held in the 401(k) plan after regulators fined Wells.

By Robert Steyer
Intriguing snapshot of HSA users
RETIREMENT PLANNING JUL 24, 2018
Intriguing snapshot of HSA users

Workers who use tax-advantaged health savings accounts are younger, richer and more educated.

By Mary Beth Franklin
Fidelity, Empower to keep fiduciary services for 401(k) plan participants
RETIREMENT PLANNING JUL 23, 2018
Fidelity, Empower to keep fiduciary services for 401(k) plan participants

The decisions mean the continuation of many services put in place due to the DOL fiduciary rule.

By Greg Iacurci
How advisers can ride the 'wave of opportunity' of aging clients
RETIREMENT PLANNING JUL 23, 2018
How advisers can ride the 'wave of opportunity' of aging clients

People are healthier and living longer than ever, and MIT AgeLab's Joe Coughlin says advisers are primed to take advantage.

By Ryan W. Neal
401(k) advisory firms with custom TDFs offer pain, solace to asset managers
RETIREMENT PLANNING JUL 20, 2018
401(k) advisory firms with custom TDFs offer pain, solace to asset managers

The funds offer direct competition but also a way for small or actively managed players to get a piece of the pie.

By Greg Iacurci
Checking one off the bucket list
RETIREMENT PLANNING JUL 19, 2018
Checking one off the bucket list

Columnist tests a long-held dream for her retirement and finds it lacking.

By Mary Beth Franklin
Variety of tax benefits help offset the cost of college
RETIREMENT PLANNING JUL 19, 2018
Variety of tax benefits help offset the cost of college

Parents at all income levels can find something that works for them among options that include 529 plans, tax deductions and tax credits.

By Tim Steffen
SEC charges RIA and CEO with putting $19 million of client money into risky investments
RIA NEWS JUL 18, 2018
SEC charges RIA and CEO with putting $19 million of client money into risky investments

Temenos Advisory Inc. and CEO George L. Taylor are also charged with pocketing hefty commissions and 'grossly overbilling' clients

By InvestmentNews
Fidelity backs away from being 'point in time' fiduciary for 401(k) plans
RETIREMENT PLANNING JUL 18, 2018
Fidelity backs away from being 'point in time' fiduciary for 401(k) plans

Some advisers think this indicates other providers will pivot in light of DOL fiduciary rule's death.

By Greg Iacurci
Social Security scam alert
RETIREMENT PLANNING JUL 17, 2018
Social Security scam alert

Beware of suspicious calls demanding personal information.

By Mary Beth Franklin
Fidelity adds more financial planning to its 401(k) managed accounts
RETIREMENT PLANNING JUL 17, 2018
Fidelity adds more financial planning to its 401(k) managed accounts

Observers say that advisers delivering financial wellness programs to 401(k) plans should take note.

By Greg Iacurci
Retirement savings proposals introduced in Senate, under discussion in the House
RETIREMENT PLANNING JUL 17, 2018
Retirement savings proposals introduced in Senate, under discussion in the House

Measures would make it easier for small businesses to join pooled plans and provide companies with incentives to use auto enrollment, escalation

By Hazel Bradford
Small businesses face a big retirement challenge
RETIREMENT PLANNING JUL 17, 2018
Small businesses face a big retirement challenge

State-backed IRAs offer creative savings solutions for millions of workers.

By Mary Beth Franklin
Beware 401(k) robo-fiduciaries – especially the human ones
RETIREMENT PLANNING JUL 17, 2018
Beware 401(k) robo-fiduciaries – especially the human ones

Less experienced plan advisers armed with powerful tools and outsourced resources are willing to work for half the price of more knowledgeable plan advisers.

By Fred Barstein
An advisor's guide to engaging the modern family
RETIREMENT PLANNING JUL 17, 2018
An advisor's guide to engaging the modern family

By Gillian Albert
Advisers applaud House bills to expand health savings accounts
RETIREMENT PLANNING JUL 16, 2018
Advisers applaud House bills to expand health savings accounts

House committee approves measures to raise contribution limits, extend eligibility.

By Mark Schoeff Jr.