Retirement Planning

Displaying 8349 results
401(k) managed accounts becoming more diverse
RETIREMENT PLANNING MAR 21, 2019
401(k) managed accounts becoming more diverse

Empower's new product lets advisers select the underlying investments.

By Greg Iacurci
The U.S. retirement system is far too complex
RETIREMENT PLANNING MAR 21, 2019
The U.S. retirement system is far too complex

In some instances, there are as many as five regulators overseeing 401(k) plans.

By Blaine F. Aikin
Carolyn McClanahan talks aging, prostates and going out of business
RETIREMENT PLANNING MAR 20, 2019
Carolyn McClanahan talks aging, prostates and going out of business

Most advisers have a tough time discussing health issues with clients — and that imperils them.

By Greg Iacurci
Meet our new retirement columnist
RETIREMENT PLANNING MAR 20, 2019
Meet our new retirement columnist

Jamie Hopkins will provide regular insights to help financial advisers better understand and conduct retirement income planning.

By Jamie Hopkins
401(k) record keepers competing with advisers on financial wellness
RETIREMENT PLANNING MAR 19, 2019
401(k) record keepers competing with advisers on financial wellness

Advisers are also concerned that these programs are serving as distribution outlets for proprietary financial products.

By Greg Iacurci
Fidelity sued again for 'illegal' 401(k) fees
RETIREMENT PLANNING MAR 19, 2019
Fidelity sued again for 'illegal' 401(k) fees

A second lawsuit has been filed alleging that the largest retirement plan record keeper received undisclosed kickbacks from mutual fund companies.

By Greg Iacurci
Choosing between a retroactive lump sum and a bigger monthly Social Security benefit
RETIREMENT PLANNING MAR 19, 2019
Choosing between a retroactive lump sum and a bigger monthly Social Security benefit

Some retirees can receive up to six months of back benefits.

By Mary Beth Franklin
Principal-Wells Fargo retirement deal would be among largest ever
RETIREMENT PLANNING MAR 18, 2019
Principal-Wells Fargo retirement deal would be among largest ever

Acquisition would be in line with trend of record keepers seeking to gain scale to combat fee reduction.

By Greg Iacurci
Genworth move could signal big shift in distribution of long-term-care insurance
RETIREMENT PLANNING MAR 14, 2019
Genworth move could signal big shift in distribution of long-term-care insurance

Insurers may turn to direct-to-consumer sales only, bypassing brokers and insurance agents.

By Greg Iacurci
Wealth managers ignore 401(k) plans at their peril
RETIREMENT PLANNING MAR 14, 2019
Wealth managers ignore 401(k) plans at their peril

Wealth managers may scoff at 401(k) clients, but they become susceptible to losing current clients as a result.

By Fred Barstein
Be sure your clients use nondeductible IRA contributions correctly
RETIREMENT PLANNING MAR 14, 2019
Be sure your clients use nondeductible IRA contributions correctly

Advisers need to help their clients avoid common tax mistakes that can complicate things later in life.

By Tim Steffen
Mortgage industry seeks to revive most hated loan in America
RETIREMENT PLANNING MAR 13, 2019
Mortgage industry seeks to revive most hated loan in America

Replacing actors such as Tom Selleck in TV ads, academics with interests in the industy are putting a positive spin on reverse mortgages.

By Bloomberg
Brown University settles 403(b) lawsuit for $3.5 million
RETIREMENT PLANNING MAR 13, 2019
Brown University settles 403(b) lawsuit for $3.5 million

Brown is one of a handful of universities to settle claims over alleged retirement plan mismanagement.

By Greg Iacurci
Baseball, taxes and retirement destinations
RETIREMENT PLANNING MAR 11, 2019
Baseball, taxes and retirement destinations

New tax rules could affect retirees' relocation decisions.

By Mary Beth Franklin
When clients work past 70, RMDs are still required — and begrudged
RETIREMENT PLANNING MAR 08, 2019
When clients work past 70, RMDs are still required — and begrudged

They claim current rules requiring those 70½ to start withdrawing funds from retirement accounts are outdated.

By Mark Schoeff Jr.
Pairing 401(k) and student loan benefits gains more traction
RETIREMENT PLANNING MAR 08, 2019
Pairing 401(k) and student loan benefits gains more traction

Travelers is implementing a program next year, which follows a similar move by Abbott Laboratories.

By Greg Iacurci
The 401(k) 'stretch' match may work in reverse
RETIREMENT PLANNING MAR 07, 2019
The 401(k) 'stretch' match may work in reverse

Vanguard found that a strategy used to increase employee retirement savings actually resulted in reduced participation and savings rates.

By Greg Iacurci
GE expects $1.7 billion in rate increases for long-term care policies
RETIREMENT PLANNING MAR 07, 2019
GE expects $1.7 billion in rate increases for long-term care policies

The announcement comes a year after GE said it would need to inject roughly $15 billion to shore up its long-term care reserves.

By Greg Iacurci
10 things to know about TDFs
RETIREMENT PLANNING MAR 06, 2019
10 things to know about TDFs

Teaser, 120-160 characters: If you're investing in a TDF, remember to choose your target date carefully.

By Jonathan Russell
Future retirees ponder Social Security strategies
RETIREMENT PLANNING MAR 06, 2019
Future retirees ponder Social Security strategies

Delayed claiming decisions will be based, in part, on interest rates.

By Mary Beth Franklin