Retirement Planning

Displaying 7959 results
RETIREMENT PLANNING AUG 01, 2017
Today's retirees are better off than previously thought

Millions of older Americans benefit from traditional retirement plans, new research finds.

By Bloomberg
RETIREMENT PLANNING AUG 01, 2017
The upside-down 401(k) world is about to change

Parts of the 401(k) plan that are currently customized will become mass-produced, and vice versa.

By Fred Barstein
RETIREMENT PLANNING JUL 31, 2017
Number of experienced defined-contribution plan advisers to grow with DOL fiduciary rule

The most specialized retirement plan advisers control nearly 70% of adviser-held DC assets.

By Greg Iacurci
RETIREMENT PLANNING JUL 28, 2017
Government to wind down Obama-era retirement savings program

The myRA program was available to workers with no employer-sponsored retirement plan, such as a 401(k), and with little money to invest.

By John Waggoner
RETIREMENT PLANNING JUL 28, 2017
Americans' savings rate sinks to lowest level in 9 years

Chances are, you aren't saving the way you used to.

By Bloomberg
RETIREMENT PLANNING JUL 28, 2017
Treasury Department to wind down Obama-era myRA retirement program

The program, which was aimed at workers with no employer-sponsored retirement plan and little money to invest, suffered from low demand and high costs

By John Waggoner
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 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 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 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 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 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 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 PLANNING JUL 23, 2017
Executive women aren't getting advice they need

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

Longer lifespans and lower savings require creative income strategies.

By Mary Beth Franklin
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 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 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 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 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