Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING JUL 28, 2017
U.S. plummets on global ranking for retirement security

Norway, Switzerland and Iceland hold on to the top three slots.

By Bloomberg
Most women flunk retirement income literacy quiz
RETIREMENT RETIREMENT PLANNING JUL 28, 2017
Most women flunk retirement income literacy quiz

Only 18% of retirement age women can pass a basic quiz about how to make a nest egg last in retirement.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 28, 2017
Advisers: What about your retirement?

Formulating a holistic plan is a good approach for clients, and you as well.

By Joni Youngwirth
RETIREMENT RETIREMENT PLANNING JUL 27, 2017
On Social Security, financial advisers tell clients to not count on much

Beyond debating its solvency, advisers embrace the reality of a broken system.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING JUL 27, 2017
Most women flunk retirement income literacy quiz

Many female clients want advisers to educate them about investing and longevity risks.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 26, 2017
Retirement plan participation higher than previously thought: ICI

But there's still plenty of room for improvement.

By John Waggoner
RETIREMENT RETIREMENT PLANNING JUL 24, 2017
DOL fiduciary rule causing DC-plan record keepers to change business with insurance agents

Principal has communicated that independent agents must change their business models to keep receiving compensation.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JUL 23, 2017
Executive women aren't getting advice they need

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 22, 2017
Retirement planning for women

Longer lifespans and lower savings require creative income strategies.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 21, 2017
Missing from Retirement Income Planning: A Plan

Majority of advisers do not create written plans for clients, forgoing business growth opportunities.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUL 21, 2017
Social Security Underfunding Threatens Americans' Retirement

With Social Security running out of money, one of the pillars of retirement is in jeopardy.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 21, 2017
Employers Reducing Contributions to Retirement Benefits: Study

Employers cut their contributions to workers' retirements by 25% from 2001 to 2015, according to a new report from Willis Towers Watson.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 20, 2017
How to fix Social Security

Retirement expert Alicia Munnell talks about the options for mending the 82-year-old safety net.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 19, 2017
U.S. falls further in retirement security ranking among developed countries

Natixis survey finds America fell three places and now ranks 17th among 43 nations.

By InvestmentNews
RETIREMENT RETIREMENT PLANNING JUL 19, 2017
Redoing the math on a 4% retirement withdrawal rate

Given the current interest-rate environment and other factors, advisers disagree about whether the number is too conservative or not conservative enough.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING JUL 19, 2017
Shifting DCIO distribution offers opportunity for 401(k) advisers

Some asset managers traditionally focused on selling through advisers are bypassing them to go directly to 401(k) plan sponsors.

By Fred Barstein
RETIREMENT RETIREMENT PLANNING JUL 18, 2017
Tax incentives would boost small-business retirement plans: LPL study

Employers say even a small increase in current tax credit would encourage adoption.

By InvestmentNews
RETIREMENT RETIREMENT PLANNING JUL 18, 2017
American dream sinking into abyss of uncertainty

Government report reveals grim outlook for Social Security compounded by trends in income inequality and health care.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUL 18, 2017
DOL fiduciary rule: Transfers of IRAs in the new fiduciary world

Little has been said about prudent recommendations to transfer an IRA from another firm to the adviser's firm.

By Fred Reish
RETIREMENT RETIREMENT PLANNING JUL 18, 2017
Managed accounts look attractive to 401(k) advisers, but how do you measure performance?

The customization that makes them a good investment option presents a benchmarking challenge.

By Greg Iacurci