Retirement Planning

Displaying 7912 results
RETIREMENT RETIREMENT PLANNING JAN 23, 2018
New tool helps advisers estimate health care costs

Data analysis can illustrate how healthy behavior increases longevity and reduces retirement expenses.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JAN 23, 2018
Retirement risks keep rising

Increasing longevity is a key factor explaining why a growing portion of Americans aren't ready for retirement.

By Justin Fox
RETIREMENT RETIREMENT PLANNING JAN 22, 2018
How 401(k) deductions were saved in budget drama

Diverse efforts and a tweet from Trump came together for rescue

By Hazel Bradford
RETIREMENT RETIREMENT PLANNING JAN 22, 2018
Social Security payments to continue during government shutdown

Limited services available in field offices during funding lapse.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JAN 22, 2018
Fidelity charging new fee on Vanguard assets held in 401(k) plans

The 0.05% fee is ostensibly a response to Vanguard's distribution model, but may also make the company's funds less attractive due to higher cost.

By Greg Iacurci
RETIREMENT OPINION JAN 22, 2018
Financial advisers should avoid error by omission and consider reverse mortgages

The vast majority of financial services professionals still fail to incorporate home equity planning or reverse mortgages into their practices

By Jamie Hopkins
RETIREMENT RETIREMENT PLANNING JAN 22, 2018
Are you walking into a TDF trap?

Outdated assumptions about younger investors risk harming their returns.

By David M. Haviland
RETIREMENT RETIREMENT PLANNING JAN 19, 2018
Lawsuits push 401(k) plan sponsors to cut fees

About 83% of plan sponsors reviewed their fees, and of those, 40% reduced overall fees, according to a new study.

By Greg Iacurci
RETIREMENT OPINION JAN 19, 2018
How advisers can manage IRA rollover risk under the DOL fiduciary rule

Analyzing rollovers could involve some challenging steps, like gathering information about investments, services and expenses in the retirement plan.

By Fred Reish
RETIREMENT RETIREMENT PLANNING JAN 19, 2018
Beware: Medicare surcharges can change throughout year based on latest tax return

This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JAN 18, 2018
Lawsuits push 401(k) plan sponsors to cut fees

About 83% of plan sponsors reviewed their fees, and of those, 40% reduced overall fees, according to a new study

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JAN 18, 2018
Why 401(k) advisers should be aware of contractual language limitations

A contract may not protect advisers to the extent they believe.

By Marcia S. Wagner
RETIREMENT RETIREMENT PLANNING JAN 18, 2018
Why raising fee awareness matters for 401(k) advisers

Shockingly few retirement plan participants know much about investment fees or even read fee disclosures.

By Blaine F. Aikin
RETIREMENT RETIREMENT PLANNING JAN 17, 2018
Beware: Medicare surcharges can change throughout year based on latest tax return

This 'dispatch from the retirement front' explains that updated tax records can make higher Medicare premiums retroactive.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JAN 17, 2018
New Year's resolutions for 401(k) advisers

The retirement crisis requires big and bold solutions from plan providers, advisers and sponsors.

By Fred Barstein
In rare move, investment adviser named as defendant in NYU retirement plan case
RETIREMENT RETIREMENT PLANNING JAN 16, 2018
In rare move, investment adviser named as defendant in NYU retirement plan case

It's one in a growing list of instances where plan advisers are being named co-defendants alongside their clients.

By Greg Iacurci
RETIREMENT RIAS JAN 13, 2018
Amid seller's market for RIAs, firms must prep for potential sale

Valuations of RIAs will continue to entail more art than science.

By crain-api
RETIREMENT RIAS JAN 13, 2018
Tax reform: 7 essential strategies for financial advisers

While advisers face the difficult task of analyzing the law's impact, they will also have a significant opportunity to prove their value by implementing money-saving strategies for clients as well as their own businesses.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JAN 12, 2018
IRS releases new withholding tables

GOP promises workers will see increases in their paychecks starting in February.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JAN 09, 2018
Qualified Plan Advisors acquires $4 billion retirement shop

Retirement market is increasingly consolidating, among advisory firms and record keepers.

By Greg Iacurci