Retirement Planning

Displaying 7959 results
RETIREMENT PLANNING DEC 02, 2017
Young boomers have some advantages over older counterparts

Better 401(k) plans, low interest rates and extra time to save could help younger cohort reach their retirement goals.

By John Waggoner
RETIREMENT PLANNING DEC 02, 2017
Younger baby boomers face hurdles as they approach retirement

A lack of pensions, higher college costs for children and aging parents are among the challenges that may keep them from enjoying their golden years.

By John Waggoner
RETIREMENT PLANNING DEC 01, 2017
Last chance for retirees to save on drug costs

Medicare Part D open enrollment ends Dec. 7.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 01, 2017
Senate tax bill is a hike on retail investors

The FIFO mandate favors investment companies, not real people, and should be removed.

By Jon Stein
RETIREMENT PLANNING DEC 01, 2017
Unions could be 'next frontier' for retirement plan litigation

New excessive-fee suit alleges multiemployer plan covering more than 27,000 participants breached its duties under retirement law.

By Greg Iacurci
RETIREMENT PLANNING DEC 01, 2017
Senate tax bill has something for every Republican to hate

Tax hike provisions and survival of the estate tax are big sources of ire.

By Bloomberg
RETIREMENT PLANNING DEC 01, 2017
Last chance for clients to save on drug costs

Medicare Part D open enrollment ends Dec. 7.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 30, 2017
New RIA aggregator enters 401(k) market

Hub International jumped in two months ago, and already has acquired a shop with $2.5 billion in plan assets.

By Greg Iacurci
RETIREMENT PLANNING NOV 30, 2017
State of the long-term care insurance industry

The future is brighter than the storm clouds of the past

By David O'Leary
RETIREMENT PLANNING NOV 29, 2017
Morningstar: Small-employer retirement plans need legislative fixes

Using 'open MEPs' and auto-IRAs might close the coverage gap and reduce plan costs.

By Greg Iacurci
RETIREMENT PLANNING NOV 28, 2017
Trump boosts tax plan with Obamacare assist

Legislation would restore Obamacare cost-sharing subsidies, which Trump said last month he would cut off.

By Bloomberg
RETIREMENT PLANNING NOV 28, 2017
401(k) managed account push rife with conflicts of interest

Some providers are paying incentive compensation to representatives to promote their managed accounts to participants.

By Greg Iacurci
RETIREMENT PLANNING NOV 22, 2017
CIT interest rising among 401(k) sponsors

Use of collective investment trusts by defined contribution plans has been hovering around 20% for three years, but momentum is building.

By Vanessa Drucker
RETIREMENT PLANNING NOV 22, 2017
Do specialized retirement plan advisers even need a broker-dealer?

The reasons for affiliating with a brokerage have changed as compensation has evolved.

By Greg Iacurci
RETIREMENT PLANNING NOV 22, 2017
These 401(k) lawsuits show the value of investment policy statements

Abiding a well-crafted IPS can help minimize legal trouble for plan fiduciaries.

By Blaine F. Aikin
RETIREMENT PLANNING NOV 22, 2017
Filial laws put kids on the hook for parents' health-care costs

The laws underscore the need for advisers to have clients consider a long-term-care planning strategy

By Greg Iacurci
OPINION NOV 22, 2017
Retirement plan sponsors' top criteria for choosing an adviser

Trust is the most important quality vetted in the selection process, but other factors go into the decision.

By Warren Cormier
OPINION NOV 22, 2017
401(k) plan sponsors are taking RFPs more seriously — advisers should, too

A request for proposal can uncover exactly what fees and services a plan can get in the marketplace.

By Ariana Amplo
RETIREMENT PLANNING NOV 22, 2017
Excessive-fee litigation in retirement plan market moving downstream

What small-plan advisers can do to minimize fiduciary liability risk.

By Marcia S. Wagner
OPINION NOV 22, 2017
Retirement plan advisers need to start planning for their own succession

Many expect to sell their business to fund retirement, yet aren't preparing properly to do so

By Fred Barstein