Retirement Planning

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Tibble v. Edison 401(k) fee-case decision offers 3 lessons
RETIREMENT RETIREMENT PLANNING AUG 22, 2017
Tibble v. Edison 401(k) fee-case decision offers 3 lessons

The landmark ruling in Tibble v. Edison offers lessons and insights into the duties of 401(k) plan fiduciaries. Read on to find out more

By Ramon Vicente Berenguer
RETIREMENT RETIREMENT PLANNING AUG 21, 2017
Social Security underpaid some survivor benefits

New report says staff errors resulted in lower payments to widows and widowers.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 21, 2017
401(k) advisers value active management in some categories, despite indexing craze

Fixed income and emerging markets are areas where active funds make sense, some experts say.

By Bruce Shutan
RETIREMENT RETIREMENT PLANNING AUG 21, 2017
Being a millionaire in retirement isn't what it used to be

GOBankingRates report measures how long a million dollars would last for retirees, state by state.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 18, 2017
Surprising Social Security rules on divorce

Nuances of the 10-years-of-marriage rule and protections from vengeful spouses.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 18, 2017
The DOL fiduciary rule practically necessitates account aggregation

The more comprehensive the view of client finances, the more prudent the advice.

By Lowell Putnam
RETIREMENT RETIREMENT PLANNING AUG 17, 2017
Plaintiffs win in Tibble vs. Edison 401(k) fee case

After a decade of activity around the lawsuit, including a hearing before the U.S. Supreme Court, judge rules a prudent fiduciary would have invested in institutional shares.

By Robert Steyer
RETIREMENT RETIREMENT PLANNING AUG 16, 2017
Fired UBS adviser revives Palm Beach scandal

Craig Price claims he was fired for speaking up about the abuse of a trust fund.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 16, 2017
Baby boomers dominate housing market, leaving millennials out in the cold

A simmering conflict is brewing between the two biggest generations in U.S. history.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 16, 2017
The best and worst states for growing old

Plus, find out how the median monthly cost of an assisted-living facility compares from state to state.

RETIREMENT RETIREMENT PLANNING AUG 16, 2017
401(k) DCIOs: Some are folding, holding and doubling down

It behooves plan advisers to pay attention to their asset-management partners, because advisers rely on them for marketing and practice management support and guidance.

By Fred Barstein
RETIREMENT RETIREMENT PLANNING AUG 15, 2017
How to select the right TDF for a 401(k) plan

A fiduciary process involves a full understanding of what should be done, rather than what can be done.

By Blaine F. Aikin
RETIREMENT RETIREMENT PLANNING AUG 11, 2017
How to fund a Social Security delay

Several strategies can cover the gap to help clients claim a bigger benefit later

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING AUG 10, 2017
Manulife cites 'challenging' businesses amid spinoff talk

The company may seek to exit its John Hancock unit in the U.S.

By Bloomberg
RETIREMENT RETIREMENT PLANNING AUG 10, 2017
Your financial adviser may be charging you too much

Looking solely at the median cost of hiring an adviser can be deceiving.

By Bloomberg
RETIREMENT EQUITIES AUG 10, 2017
Investors pour money into bonds, international in July

U.S. stocks? Not so much.

By John Waggoner
RETIREMENT RETIREMENT PLANNING AUG 10, 2017
DOL fiduciary rule: Indexed, variable annuities big winners of a proposed delay

Indexed annuity distribution would have been upended in January, but a delay preserves the status quo.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING AUG 09, 2017
HUD budget wording may threaten reverse mortgage protections

Senators seek clarification on 2-year-old rule that gave surviving spouses certain rights.

By InvestmentNews
RETIREMENT RETIREMENT PLANNING AUG 09, 2017
How one 401(k) adviser is successfully prospecting clients under the DOL fiduciary rule

The approach leverages relationships with property and casualty insurance brokers.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING AUG 09, 2017
What would Steve Jobs do if he ran the 401(k) business?

The Apple visionary would get customers to buy the latest product, simplify share classes and create a seamless retirement-plan ecosystem.

By Aaron Pottichen