Retirement Planning

Displaying 7958 results
RETIREMENT PLANNING MAY 24, 2018
Tax reform puts prenups in jeopardy

The elimination of the deduction for alimony payments calls into question existing prenuptial agreements.

By Bloomberg
RETIREMENT PLANNING MAY 24, 2018
In a first, University of Chicago settles 403(b) lawsuit for $6.5 million

Observers say it's difficult to determine if this is a harbinger of the outcome in the roughly 20 outstanding lawsuits.

By Greg Iacurci
RETIREMENT PLANNING MAY 23, 2018
How 401(k) advisers can increase their fees

Becoming an outsourced chief retirement officer could help combat fee compression.

By Fred Barstein
RETIREMENT PLANNING MAY 22, 2018
Supreme Court decision likely to prevent brokers from filing class-action lawsuits

However, it likely won't bar employees from filing 401(k) lawsuits against their employers.

By Greg Iacurci
RETIREMENT PLANNING MAY 22, 2018
Roth conversions can boost Medicare premiums

But one year of higher health care costs may be worth it to lower RMDs and taxes in the future.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 21, 2018
When skewed super-OSJ priorities raise red flags for retirement plan advisers

If a super-OSJ switches broker-dealers, overhauls its business model or ends up being acquired, that could be disruptive for the advisers that work with it.

By Rick Kent
The gig economy as a backup retirement plan
RETIREMENT PLANNING MAY 18, 2018
The gig economy as a backup retirement plan

Some workers embrace side hustles to boost their nest eggs.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 18, 2018
Rich are abuzz over tax-cutting dynasty trusts

Tax overhaul's doubling of the estate-tax exemption to $22 million has generated interest in the trusts

By Bloomberg
RETIREMENT PLANNING MAY 17, 2018
The gig economy as a backup retirement plan

Some workers embrace side hustles to boost their nest eggs.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 17, 2018
Those in managed accounts, target-date funds get better returns than DIY investors

'Professionals pretty much everywhere will probably outperform amateurs.'

By Robert Steyer
Oregon auto-IRA success shows national program would 'work well,' advocate says
RETIREMENT PLANNING MAY 16, 2018
Oregon auto-IRA success shows national program would 'work well,' advocate says

Program has amassed nearly $3 million in just a few months.

By Greg Iacurci
RETIREMENT PLANNING MAY 16, 2018
Mass Mutual to hike some LTC premiums by 77%

Move will affect 54,000 policyholders with older policies.

By Bloomberg
RETIREMENT PLANNING MAY 15, 2018
Team advising on $2 billion leaves Avondale for Janney

Three-adviser group in Franklin, Tenn., serves retirement plans.

By InvestmentNews
RETIREMENT PLANNING MAY 15, 2018
Philips North America reaches $17 million settlement in 401(k) lawsuit

Excessive fees, as well as the retention of a low-yielding money market fund, were at the heart of the lawsuit.

By Greg Iacurci
RETIREMENT PLANNING MAY 15, 2018
Almost half of near-retirees fail basic Social Security quiz

More than half of those surveyed have not yet created an online Social Security account

By Mary Beth Franklin
RETIREMENT PLANNING MAY 15, 2018
Wells Fargo struggles to attract 401(k) business in wake of banking scandals

Advisers say clients are wary of selecting Wells Fargo for record-keeping and investment-management services due to reputational risk.

By Greg Iacurci
RETIREMENT PLANNING MAY 14, 2018
LPL closing Worksite Financial Solutions 401(k) platform

Some LPL advisers feel the firm is offering less support to retirement plan specialist advisers.

By Greg Iacurci
RETIREMENT PLANNING MAY 12, 2018
Financial advisers must manage retirees' aversion to risk with behavioral finance skills

Advisers should be ready to prepare older clients for an altered game plan.

By crain-api
RETIREMENT PLANNING MAY 11, 2018
Countdown to retirement

Reviewing key deadlines with a group of friends at age 64

By Mary Beth Franklin
RETIREMENT PLANNING MAY 11, 2018
Insurers becoming more stringent with long-term-care policies

This is both good and bad news for advisers — clients may be declined coverage more often, but those with policies may see fewer rate hikes.

By Greg Iacurci