Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING MAR 12, 2018
More 401(k) plans move away from revenue-sharing model

Plan sponsors are deciding that a per-head fee is fairer than revenue-sharing practices in which fees are based on assets

By Robert Steyer
RETIREMENT RETIREMENT PLANNING MAR 12, 2018
Social Security budget cuts lead to declining customer service

Telephone, in-person wait times soar as the demand for retirement benefits rises.

By Mary Beth Franklin
How to get the pass-through deduction by reducing taxable income
RETIREMENT RETIREMENT PLANNING MAR 08, 2018
How to get the pass-through deduction by reducing taxable income

Business owners are only eligible for a pass-through deduction if their income is below a certain threshold. However, there are ways to qualify by reducing their taxable income

By Mark Rosanes
RETIREMENT RETIREMENT PLANNING MAR 08, 2018
Latest Wells Fargo flap underscores need for fiduciary standard

The bank's board is looking into inappropriate 401(k) rollovers, one of the problems the DOL rule aims to prevent

By Bruce Kelly
RETIREMENT RETIREMENT PLANNING MAR 08, 2018
Senate bill aims to boost 401(k) annuities, small-employer retirement plans

The bill is nearly identical to one that unanimously passed the Senate Finance Committee in 2016.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING MAR 07, 2018
Social Security and divorce: Mary Beth Franklin answers your questions

New claiming rules limit claiming options based on timing, birth date.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING MAR 06, 2018
How to design a 401(k) plan that's lawsuit-proof

High fees are a red flag, but prudence is the ultimate key to defeating a claim, according to advisers and attorneys.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING MAR 06, 2018
Vanguard extends TDF dominance with 'unbelievable' growth

Its target-date assets have grown by $270 billion since 2015

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING MAR 05, 2018
Chipping away at entitlement reform

Chained CPI, increased means testing for Medicare and a proposed new payroll tax point to future action.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING MAR 03, 2018
Social Security: Advisers must stay current on regulations

A new report indicates that thousands of widows and widowers have been shortchanged by the SSA.

By crain-api
Future retirees more vulnerable to income shocks
RETIREMENT RETIREMENT PLANNING MAR 02, 2018
Future retirees more vulnerable to income shocks

Increased use of annuities and reverse mortgages could improve outcomes.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING MAR 02, 2018
Warren, Daines bill would help establish a database for orphaned 401(k) accounts

National database would allow workers to check for forgotten 401(k) money after a job change.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING MAR 02, 2018
Pension risk transfers swelled nearly 70% in 2017

Employers have increasingly offloaded their pension liabilities to insurance companies as pensions have become costly to keep on the books.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING MAR 01, 2018
Defined-contribution plans showing returns closer to those of pensions

White paper says gap is closing between DC and DB plans.

By Rob Kozlowski
RETIREMENT RETIREMENT PLANNING MAR 01, 2018
Georgetown sued for allegedly violating fiduciary duties in its 403(b) plans

Plan participants claim 'inefficient and costly' system.

By Robert Steyer
RETIREMENT RETIREMENT PLANNING MAR 01, 2018
Massachusetts finds MetLife 'missing' pensioners, Galvin says

Two months after the insurer provided the names of those owed pension payments, the state has located the majority of them.

By InvestmentNews
RETIREMENT RETIREMENT PLANNING MAR 01, 2018
Startup offers annuities online on a subscription plan

Blueprint Income's founders aim to save America from retirement insecurity.

By Bloomberg
RETIREMENT RETIREMENT PLANNING FEB 28, 2018
How low can 401(k) advisory fees go?

Amid increased regulatory scrutiny and litigation, fees aren't likely to stabilize any time soon.

By Fred Barstein
RETIREMENT RETIREMENT PLANNING FEB 26, 2018
Popular 403(b) resource launching directory of fiduciary advisers

Registered reps and insurance agents won't be included on the clearinghouse.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING FEB 26, 2018
Even the strongest retirement plans can be derailed by health care costs

New guide offers ideas for estimating and funding retiree health care.

By Mary Beth Franklin