Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING FEB 23, 2018
NYU lawsuit becomes first 403(b) fee case to go to trial

The university was one of about a dozen prominent schools sued by Jerry Schlichter in 2016.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING FEB 22, 2018
Social Security underpaid 82% of dually entitled widows and widowers

Agency failed to tell survivors that they could switch to a higher retirement benefit later

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING FEB 21, 2018
Hub International acquires RIA with $850 million in retirement plan assets

The aggregator has a new focus on the 401(k) market.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING FEB 21, 2018
DOL fiduciary rule continues to take toll on annuity sales

Uncertainty over the Labor Department rule, in addition to a potential SEC fiduciary regulation and others from the states, was a primary contributor to the industry's slide.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING FEB 21, 2018
Future retirees more vulnerable to income shocks

The increased use of annuities and reverse mortgage could improve outcomes.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING FEB 20, 2018
Active TDF managers push to compete on fees

Fees are one of the most important metrics for advisers and plan sponsors when selecting TDFs.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING FEB 20, 2018
Growth in Health Savings Accounts may have stalled, says EBRI

Many accounts are unfunded and not receiving contributions, group finds.

By InvestmentNews
RETIREMENT RETIREMENT PLANNING FEB 16, 2018
Tough tax season for victims of Social Security hack

Crooks stole their benefits, but the victims received 1099s for reportable income.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING FEB 16, 2018
Social Security underpaid 82% of dually entitled widows and widowers

Agency failed to tell survivors that they could switch to a higher retirement benefit later.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING FEB 16, 2018
What's the right number of funds in a 401(k) plan?

There's no hard-and-fast rule, but too many can overwhelm participants and breed bad decisions.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING FEB 15, 2018
New tax law likely to make divorce negotiations more acrimonious

Elimination of the tax break divorcees get for paying alimony gives them less incentive to be generous to their former spouse.

By Bloomberg
RETIREMENT RETIREMENT PLANNING FEB 15, 2018
T. Rowe Price expands partnership with Financial Engines

Plan sponsors will get access to Financial Engines' full suite of managed-account services and improved technology integration.

By Ryan W. Neal
RETIREMENT RETIREMENT PLANNING FEB 15, 2018
New details into MetLife pension scandal raise questions and alarms

State and federal inquiries promise to drag on for months.

By Bloomberg
RETIREMENT RETIREMENT PLANNING FEB 14, 2018
New tax law could increase pension risk transfers

Lower tax rates make it more advantageous to fully fund pension plans, often a prerequisite to conducting a pension risk transfer.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING FEB 14, 2018
Why defined-contribution plan innovation is so slow

Plan sponsors are risk-averse, so 401(k) advisers should highlight the benefits of new concepts while trying to minimize the risk, work and costs.

By Fred Barstein
RETIREMENT RETIREMENT PLANNING FEB 14, 2018
4 ways to build a 401(k) for baby boomers

Allowing in-plan Roth conversions and periodic distributions are among the changes plans could make to better serve older employees.

By Aaron Pottichen
RETIREMENT RETIREMENT PLANNING FEB 13, 2018
401(k) plan sponsors are increasingly hiring fiduciary advisers

The DOL fiduciary rule and excessive-fee lawsuits are combining to raise the profile of fiduciary retirement plan advisers.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING FEB 13, 2018
Tough tax season for victims of Social Security hack

Crooks stole their benefits, but the victims received 1099s for reportable income.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING FEB 12, 2018
Target-date assets continue to climb

TDFs now account for 20.4% of defined-contribution-plan assets, up from 18.4% in year-earlier period, according to Pensions & Investments survey

By Bloomberg
RETIREMENT RETIREMENT PLANNING FEB 09, 2018
Alternative funds suddenly look a whole lot better

The market sell-off highlights the virtues of hedging.

By John Waggoner