Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING SEP 01, 2017
Should you buy a dam for your house?

Weather events are prompting sales of dams that cost homeowners $8,000 to $12,000, on average.

By Bloomberg
RETIREMENT RETIREMENT PLANNING SEP 01, 2017
Your children can spare you time and money in a nursing home

For someone with kids, both time spent in a nursing home and out-of-pocket costs are significantly lower than for those without children.

By Bloomberg
RETIREMENT RIAS SEP 01, 2017
The challenge of the longer lifespan

How financial advisers can help clients face the threat of outliving retirement savings

By Blaine F. Aikin
RETIREMENT RETIREMENT PLANNING SEP 01, 2017
Government agency announces new reverse mortgage rules

The Department of Housing and Urban Development raises premiums, tightens borrowing limits for new loans to seniors.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 31, 2017
The 5 biggest threats and opportunities for 401(k) advisers

Declining fees and record keepers pose strong headwinds, while plan design and participant engagement could be boons for business.

By Fred Barstein
RETIREMENT RETIREMENT PLANNING AUG 31, 2017
Trump administration targets class-action right in DOL fiduciary rule, but other legal avenues could remain for investors

If the best-interest contract remains in some form, action could switch to state courts; Finra still allows class actions.

By Mark Schoeff Jr.
RETIREMENT RETIREMENT PLANNING AUG 31, 2017
When automatic enrollment doesn't make sense for 401(k) plans

High rates of employee turnover and inefficient administration by an employer should give advisers pause before implementing the plan-design feature.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING AUG 31, 2017
Rollins Inc. 401(k) participant sues Morningstar, Prudential over alleged RICO violations

Plaintiff says automated investment advice program is a 'predatory racketeering enterprise'

By Pensions & Investments
RETIREMENT RIAS AUG 30, 2017
RIAs weigh pros and cons of offering trust services

With demand limited, most advisers outsource it to lawyers and accountants, but some see value in adding it to their menu of services.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING AUG 30, 2017
Most plan sponsors like their advisers, but 38% want to switch, says Fidelity

Survey finds top concerns are reducing plan expenses and managing fiduciary responsibilities.

By InvestmentNews
RETIREMENT RETIREMENT PLANNING AUG 29, 2017
DOL fiduciary rule: The 5 biggest things to watch for if BICE's class-action provision is killed

The Trump administration is signaling its intent to remove the fiduciary rule's provision regarding class-action litigation. Here's what broker-dealers and RIAs need to know.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING AUG 25, 2017
Investment consultants have poor record recommending funds

On average, their choices tended to return about 1.12 percentage points less than the ones they didn't recommend, according to a new study.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 24, 2017
This age group controls the most wealth in the U.S.

The wealthy have probably always been older than the general population.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 24, 2017
What your credit score reveals about your love life

The higher the credit score, the likelier you are to form a romantic relationship.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 24, 2017
Retiree health care costs up 6%, new study finds

A newly retired couple would need $275,000 for medical care throughout retirement, according to Fidelity.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 23, 2017
Why most of your richest clients are also the oldest

One explanation is that they're staying much healthier than other Americans.

By Bloomberg
RETIREMENT OPINION AUG 23, 2017
How to (and not to) work effectively with teachers as 403(b) clients

Low plan participation, the need for good advice and strong job security among teachers present a big opportunity for advisers.

By Anthony Isola
RETIREMENT RETIREMENT PLANNING AUG 23, 2017
Despite misleading ads, annuities can be critical for lifetime income planning

Advisers need to provide investors with clear, useful information on annuities in order to dispel inaccurate perceptions.

By Greg Cicotte
RETIREMENT RETIREMENT PLANNING AUG 23, 2017
Expense ratios for defined-contribution plans stall out at a new low

By Bloomberg
RETIREMENT OPINION AUG 22, 2017
Harnessing behavioral economics to reinvent employee education

Teaching 401(k) plan participants good decision-making does work, but only with a radically new approach.

By Warren Cormier