Retirement Planning

Displaying 7958 results
Former manager for New York pension fund sentenced to 21 months for taking bribes for brokers
RETIREMENT PLANNING JUL 13, 2018
Former manager for New York pension fund sentenced to 21 months for taking bribes for brokers

Navnoor Kang was arrested in 2016 and accused of accepting gifts, including drugs and luxury watches, in pay-to-play scheme.

By Bloomberg
Automatic enrollment in small-business plans is working
RETIREMENT PLANNING JUL 12, 2018
Automatic enrollment in small-business plans is working

Participation at 83%, versus 58% for plans with voluntary enrollment, Vanguard study finds.

By InvestmentNews
Retirees spend their golden years on campus
RETIREMENT PLANNING JUL 11, 2018
Retirees spend their golden years on campus

As seniors flock to live near universities, Purchase College in New York is developing a retirement community.

By Bloomberg
Tax loophole from 1960s could let wealthy tap 21% corporate rate
RETIREMENT PLANNING JUL 11, 2018
Tax loophole from 1960s could let wealthy tap 21% corporate rate

Provision related to investments held offshore could save wealthy Americans millions in taxes.

By Bloomberg
MassMutual offers active target-date funds managed by T. Rowe Price
RETIREMENT PLANNING JUL 10, 2018
MassMutual offers active target-date funds managed by T. Rowe Price

Tactical asset allocation funds will be available only in MassMutual-managed plans.

By InvestmentNews
Efforts to help gig economy workers save for retirement gaining ground
RETIREMENT PLANNING JUL 10, 2018
Efforts to help gig economy workers save for retirement gaining ground

Focus turns to helping contingent workers build balances, bolster security

By Hazel Bradford
Improved health outcomes can boost retirement savings
RETIREMENT PLANNING JUL 10, 2018
Improved health outcomes can boost retirement savings

Reducing health care costs frees up more money to be invested.

By Mary Beth Franklin
Judge dismisses stock-drop suit against Allergan
RETIREMENT PLANNING JUL 09, 2018
Judge dismisses stock-drop suit against Allergan

Plaintiffs alleged that offering 'artificially inflated' company stock in the defined-contribution plan violated ERISA.

By Robert Steyer
New ways to estimate and fund long-term care costs
RETIREMENT PLANNING JUL 05, 2018
New ways to estimate and fund long-term care costs

Advisers are challenged to protect against one of the biggest risks to a retirement plan.

By Mary Beth Franklin
RETIREMENT PLANNING JUL 05, 2018
The Life Insurance Agent as Financial Planner

Insurance is no longer just a one-off in planning.

By SteveParrishJDRICPCLUChFCRHU
What older people should consider when starting a business
RETIREMENT PLANNING JUL 03, 2018
What older people should consider when starting a business

Older people account for a rising share of entrepreneurs, but should assess their financial situation before jumping in.

By Sarah Min
Divorced women declare financial independence
RETIREMENT PLANNING JUL 03, 2018
Divorced women declare financial independence

Selling an engagement ring can jump-start savings.

By Mary Beth Franklin
Trade war could harm Americans' retirement savings
EQUITIES JUL 03, 2018
Trade war could harm Americans' retirement savings

Concerns of tariffs disrupting overseas earnings continues to brew.

By Stephen Gandel
Investors don't have a clue about using 401(k) savings, Cerulli says
RETIREMENT PLANNING JUN 29, 2018
Investors don't have a clue about using 401(k) savings, Cerulli says

Plan participants have no idea how they will use their 401(k) savings when they retire, Cerulli study shows.

By InvestmentNews
New IRS form sends taxpayers toward Intuit, away from H&R Block
RETIREMENT PLANNING JUN 29, 2018
New IRS form sends taxpayers toward Intuit, away from H&R Block

But the shorter 1040 form still requires filers to provide all the same information.

By Bloomberg
Retirement planning 10 years after the financial crisis
RETIREMENT PLANNING JUN 28, 2018
Retirement planning 10 years after the financial crisis

The 2008 crisis left investors focused on income vehicles that provide reliable returns.

By Eric Watson
Empower's new 401(k) cybersecurity guarantee a sign of the times
RETIREMENT PLANNING JUN 26, 2018
Empower's new 401(k) cybersecurity guarantee a sign of the times

The record keeper joins some other big competitors in offering participants their money back if their accounts get hacked.

By Greg Iacurci
Push to require Roth 401(k) savings over traditional plans may re-emerge
RETIREMENT PLANNING JUN 26, 2018
Push to require Roth 401(k) savings over traditional plans may re-emerge

Rothification, which set off a furor in 2017 as Congress debated tax reform, could find its way into new bills next year, experts say.

By Greg Iacurci
The black hole of financial planning: Health care costs
RETIREMENT PLANNING JUN 26, 2018
The black hole of financial planning: Health care costs

Affluent clients are confident about retirement plans, but not medical expenses

By Mary Beth Franklin
IRA assets will almost double those in 401(k) plans over next five years
RETIREMENT PLANNING JUN 25, 2018
IRA assets will almost double those in 401(k) plans over next five years

Cerulli analyst says 401(k)s reliant on capital market returns, whereas IRAs are popular rollover vehicles.

By Greg Iacurci