Retirement Planning

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OPINION OCT 09, 2017
A primer on stable value funds for retirement plan advisers

The so-called 'safe' investments have a few quirks that make them much different beasts from money market funds.

By Anthony Isola
RETIREMENT PLANNING OCT 06, 2017
Pew survey finds support for state auto-IRA programs

After having a typical state role in such programs explained to them, 64% said they support state sponsorship.

By Hazel Bradford
RETIREMENT PLANNING OCT 06, 2017
How We're Investing in the Search for a Cancer Cure

By Frank Jennings, Ph.D., Portfolio Manager
RETIREMENT PLANNING OCT 05, 2017
Stay up on Medicare enrollment with annual reviews

Navigate yearly changes that could affect your coverage and costs.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 05, 2017
Trump tax plan draws concerns of GOP budget hawks

Sen. Bob Corker, R-Tenn., said the White House is showing 'softness' when discussing how the tax cuts will be paid for, such as by repealing the state and local tax deduction.

By Bloomberg
RETIREMENT PLANNING OCT 05, 2017
Both spouses don't always need to delay Social Security until 70

Sometimes it's better to coordinate claiming strategies where one collects spousal benefits.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 04, 2017
DOL fiduciary rule ups ante for monitoring of 401(k) record keepers

Several plan providers have expanded their participant-call-center services to include fiduciary advice, and advisers must help clients navigate the change.

By Greg Iacurci
RETIREMENT PLANNING OCT 03, 2017
Both spouses don't always need to delay Social Security until 70

Sometimes it's better to coordinate claiming strategies where one collects spousal benefits.

By Mary Beth Franklin
RIA NEWS OCT 03, 2017
The importance of managing clients' 'life risks'

When it comes to retirement, new research underscores how health care, medical expenses and longevity risks are top concerns of investors.

By Gillian Albert
RIA NEWS OCT 03, 2017
Navigating the planning gap

Expectations vs. reality: What investors think – and how advisers plan – for retirement income.

By Gillian Albert
RETIREMENT PLANNING OCT 02, 2017
Stay up on Medicare enrollment with annual reviews

How to help clients navigate yearly changes that could affect their coverage and costs.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 29, 2017
Tax reform might give wealthy a big loophole

High earners could take advantage of a measure meant to help business owners, straining the IRS.

By Bloomberg
RETIREMENT PLANNING SEP 29, 2017
DOL fiduciary rule: Challenges for RIAs under the BICE

Recommendations to roll over retirement-plan assets, to transfer IRAs and advice generating additional payments like 12b-1 fees are trouble areas for RIA firms.

By Fred Reish
RETIREMENT PLANNING SEP 28, 2017
How parenthood really affects your ability to save for retirement

The financial effects of having children can last for the rest of your life, according to a new study.

By Bloomberg
RETIREMENT PLANNING SEP 28, 2017
General Electric 401(k) participants sue over poor-performing GE Asset Management funds

Plaintiffs allege GE breached fiduciary duties by selecting proprietary funds.

By Rob Kozlowski
RETIREMENT PLANNING SEP 28, 2017
Seniors get hopping to meet reverse-mortgage deadline

Demand for mandatory pre-loan counseling outstrips supply as Oct. 2 looms.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 28, 2017
Private equity firms see hidden value in 401(k) record keeping

There appears to be money for "pure" record keepers that don't use asset management fees as a crutch.

By Fred Barstein
RETIREMENT PLANNING SEP 28, 2017
Tax reform anomaly could diminish some companies' need for 401(k) plan

A dichotomy in the tax treatment of retirement deferrals and business income could discourage creation, maintenance of plans by some pass-through entities.

By Greg Iacurci
RETIREMENT PLANNING SEP 26, 2017
Seniors scramble to beat reverse mortgage deadline

Demand for mandatory pre-loan counseling outstrips supply.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 26, 2017
Judge dismisses lawsuit by Wells Fargo 401(k) participants

Plaintiffs failed to show the 401(k) plan executives breached their fiduciary duties, according to the judge.

By Rob Kozlowski