Retirement Planning

Displaying 8350 results
RETIREMENT PLANNING MAY 17, 2018
The gig economy as a backup retirement plan

Some workers embrace side hustles to boost their nest eggs.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 17, 2018
Those in managed accounts, target-date funds get better returns than DIY investors

'Professionals pretty much everywhere will probably outperform amateurs.'

By Robert Steyer
Oregon auto-IRA success shows national program would 'work well,' advocate says
RETIREMENT PLANNING MAY 16, 2018
Oregon auto-IRA success shows national program would 'work well,' advocate says

Program has amassed nearly $3 million in just a few months.

By Greg Iacurci
RETIREMENT PLANNING MAY 16, 2018
Mass Mutual to hike some LTC premiums by 77%

Move will affect 54,000 policyholders with older policies.

By Bloomberg
RETIREMENT PLANNING MAY 15, 2018
Team advising on $2 billion leaves Avondale for Janney

Three-adviser group in Franklin, Tenn., serves retirement plans.

By InvestmentNews
RETIREMENT PLANNING MAY 15, 2018
Philips North America reaches $17 million settlement in 401(k) lawsuit

Excessive fees, as well as the retention of a low-yielding money market fund, were at the heart of the lawsuit.

By Greg Iacurci
RETIREMENT PLANNING MAY 15, 2018
Almost half of near-retirees fail basic Social Security quiz

More than half of those surveyed have not yet created an online Social Security account

By Mary Beth Franklin
RETIREMENT PLANNING MAY 15, 2018
Wells Fargo struggles to attract 401(k) business in wake of banking scandals

Advisers say clients are wary of selecting Wells Fargo for record-keeping and investment-management services due to reputational risk.

By Greg Iacurci
RETIREMENT PLANNING MAY 14, 2018
LPL closing Worksite Financial Solutions 401(k) platform

Some LPL advisers feel the firm is offering less support to retirement plan specialist advisers.

By Greg Iacurci
RETIREMENT PLANNING MAY 12, 2018
Financial advisers must manage retirees' aversion to risk with behavioral finance skills

Advisers should be ready to prepare older clients for an altered game plan.

By crain-api
RETIREMENT PLANNING MAY 11, 2018
Countdown to retirement

Reviewing key deadlines with a group of friends at age 64

By Mary Beth Franklin
RETIREMENT PLANNING MAY 11, 2018
Insurers becoming more stringent with long-term-care policies

This is both good and bad news for advisers — clients may be declined coverage more often, but those with policies may see fewer rate hikes.

By Greg Iacurci
All is not lost when it comes to the mortgage interest deduction
RETIREMENT PLANNING MAY 10, 2018
All is not lost when it comes to the mortgage interest deduction

The tax reform law's two significant changes to the way taxpayers deduct interest on loans related to their home both contain exceptions

By Tim Steffen
RETIREMENT PLANNING MAY 10, 2018
Chattanooga pension fund accuses Wells Fargo of fraud in revenue sharing

The Chattanooga Fire and Police Pension Fund's allegations involve rebates of revenue-sharing from mutual funds

By Rob Kozlowski
RETIREMENT PLANNING MAY 09, 2018
Bill Kline out as head of Gallagher's $55 billion retirement-plan aggregator

Said new CEO wanted to put in his own team as part of a reorganization.

By Greg Iacurci
RETIREMENT PLANNING MAY 09, 2018
What are the business priorities of elite 401(k) advisers in 2018?

Managing the firm's operations and employees appears to be the standout.

By Fred Barstein
RETIREMENT PLANNING MAY 09, 2018
Social Security's most confusing rules

Workers' age and marital status determine their claiming options.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 08, 2018
Four challenges in using annuities for retirement planning — and how to overcome them

Annuities are confusing, and retirement savers worry about market volatility and want the freedom to spend their savings as they choose.

By Paula Nelson
RETIREMENT PLANNING MAY 07, 2018
Auto features boost plan participants' retirement income replacement level

Participants who are auto-enrolled are on track to replace more of their income in retirement, Empower survey shows

By Bloomberg
RETIREMENT PLANNING MAY 07, 2018
Asset managers shift 401(k) distribution toward RIA aggregator firms

That could mean fewer wholesalers calling on individual advisers in the field.

By Greg Iacurci