Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING JUL 05, 2017
Oregon becomes first state to launch auto-IRA program

Some see the implementation as a watershed moment for these retirement plans.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JUN 30, 2017
Connecticut governor signs bill to improve 403(b) plan fee transparency

Some believe the Connecticut law could be a springboard to reform among other states.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JUN 29, 2017
Don't mess with Social Security disability rules

Attempts to suspend benefits can have disastrous results.

By Mary Beth Franklin
An adviser's guide to Social Security survivor benefits
RETIREMENT RETIREMENT PLANNING JUN 29, 2017
An adviser's guide to Social Security survivor benefits

Complex rules govern who gets what and when.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING JUN 28, 2017
Men vs. Women: Who is smarter when it comes to credit?

Men describe their knowledge of how credit scores work as good or excellent, but how accurate are they?

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUN 28, 2017
Nationwide's 401(k) record-keeping fees are excessive, lawsuit claims

Plaintiffs claim practice of charging plans a percentage of assets is unreasonable.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JUN 28, 2017
Waddell & Reed latest active fund manager sued for 401(k) self-dealing

The plaintiff claims the company only offered one unaffiliated investment option during the class period, resulting in excessive fees for participants.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JUN 27, 2017
Morningstar's first study of 10 largest HSAs reveals so-so performance

Only one plan was assessed positively as both an investment and a savings vehicle.

By InvestmentNews
RETIREMENT RETIREMENT PLANNING JUN 26, 2017
Credit vs. debit: Which is the better choice?

Americans are more likely to choose debit cards for routine purchases.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUN 26, 2017
Military benefit allows widows to put $500K into Roth IRA at once

The HEART Act permits rolling all or part of life-insurance and combat-related-fatality payouts directly into the tax-free retirement plan, but few take advantage.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING JUN 26, 2017
'Less pressure' on changes to defined contribution plans under tax reform: Graff

Brian Graff, executive director of the National Association of Plan Advisors, predicts the Trump administration will favor tax changes that will be well liked.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JUN 26, 2017
LPL provides clarity on rule preventing hybrid RIAs from making 401(k) rollover recommendations as a broker

Prompted by the DOL fiduciary rule, LPL has told its hybrid advisers they can offer education and outline options, but cannot advise clients to roll over their funds into an IRA.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JUN 23, 2017
Finra awards $440,000 in case against Ameriprise

All-public arbitration panel says firm breached fiduciary duty.

By InvestmentNews
RETIREMENT RETIREMENT PLANNING JUN 22, 2017
Voya's win in 401(k) fee suit involving Financial Engines bodes well for other record keepers

Fidelity, Aon Hewitt and Xerox HR Solutions are currently defending against similar fiduciary-breach claims.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JUN 22, 2017
DOL rule poses problems for advisers' daily routines

Workflow changes are a big challenge of the fiduciary rule, says Aite report

By InvestmentNews
RETIREMENT RETIREMENT PLANNING JUN 22, 2017
This generation has the most impressive savings habits, survey says

Young workers prepare for a rainy day, while generation X and baby boomers struggle to rebuild their bank accounts.

By Bloomberg
RETIREMENT RETIREMENT PLANNING JUN 21, 2017
Market forces could cause fundamental changes to small and midsize 401(k) markets

The Labor Department's fiduciary rule and pending MEP legislation may drastically reduce entrenched inefficiencies at the smaller end of the retirement market.

By Fred Barstein
RETIREMENT RETIREMENT PLANNING JUN 21, 2017
Collective investment trusts getting more attention from 401(k) advisers

The funds are catching on due largely to lower costs and more product availability, but come with some inherent drawbacks.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JUN 20, 2017
Putnam, Fidelity win respective 401(k) lawsuits

The legal victories come as asset managers are under fire for their dealings with retirement plans.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING JUN 20, 2017
Don't mess with Social Security disability rules

Attempts to suspend benefits can have disastrous results.

By Mary Beth Franklin