Retirement Planning

Displaying 8350 results
RETIREMENT PLANNING APR 04, 2018
Judge dismisses parts of Yale 403(b) suit, lets others stand

Court agrees with university that offering many investment options is not a violation of ERISA.

By Robert Steyer
RETIREMENT PLANNING APR 03, 2018
Fisher Investments growing fast in 401(k) market

Its 401(k) Solutions business, only four years old, has amassed more than $400 million.

By Greg Iacurci
RETIREMENT PLANNING APR 03, 2018
What the 5th Circuit decision doesn't do

The ruling doesn't apply to services, so investment management services for retirement plans and IRAs remain fiduciary activities.

By Fred Reish
RETIREMENT PLANNING APR 02, 2018
Loosened rules at odds with efforts to cut 401(k) loans, hardship withdrawals

New law eases restrictions on loans from defined contribution plans, even as employers work to stem plan leakage.

By Meaghan Kilroy
New York state creates voluntary retirement savings program
RETIREMENT PLANNING APR 02, 2018
New York state creates voluntary retirement savings program

Program targets private-sector workers who don't have access to a retirement savings plan.

By James Comtois
RETIREMENT PLANNING APR 02, 2018
New rules for a 21st century retirement

New book for clients and advisers focuses on strategies to maximize retirement income.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 31, 2018
Have variable annuities sales hit rock bottom?

After six years of declines, sales could improve slightly if rising interest rates help insurers more easily support their guarantees.

By Greg Iacurci
RETIREMENT PLANNING MAR 31, 2018
Are annuities finally getting some respect?

A bipartisan effort in Congress to ease annuity use in 401(k)s follows years of related academic research.

By Greg Iacurci
Retirement-savings bill draws broad support, optimism for passage this year
RETIREMENT PLANNING MAR 30, 2018
Retirement-savings bill draws broad support, optimism for passage this year

Industry groups and investor advocates alike seek enactment of the measure that increases workplace plans, eases annuity inclusion.

By Mark Schoeff Jr.
RETIREMENT PLANNING MAR 29, 2018
Why your April 2019 tax bill could catch you off guard

10.2% of New Jersey residents will pay more taxes after tax reform, as will 9.4% of Maryland residents.

By Bloomberg
RETIREMENT PLANNING MAR 28, 2018
Use tax management with retirement accounts

Not all investments belong in a 401(k).

By John Waggoner
OPINION MAR 28, 2018
DOL proposal on association health plans could help advisers

Allowing groups to negotiate health plans with insurers could make it easier for small businesses to find affordable coverage.

By Dale Brown
RETIREMENT PLANNING MAR 28, 2018
Retirement plan advisers ignore content marketing at their peril

Content marketing is not an alternative to other forms of client prospecting.

By Fred Barstein
RETIREMENT PLANNING MAR 26, 2018
Gannett 401(k) participant sues over stock holdings in former parent company

Complaint alleges the decline in the stock cost plan participants an estimated $135 million.

By Robert Steyer
RETIREMENT PLANNING MAR 23, 2018
Billionaires donating to a Goldman charity unmasked by IRS error

The Goldman donor-advised fund is the fastest-growing charity in the U.S.

By Bloomberg
RETIREMENT PLANNING MAR 23, 2018
Cost-cutting takes precedence in competitive defined-contribution environment

Managers of target-date funds continue to find ways to reduce fees

By Meaghan Kilroy
RETIREMENT PLANNING MAR 23, 2018
Social Security benefits losing buying power

Low inflation combined with rising Medicare costs threaten the adequacy of seniors' income.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 23, 2018
Billionaires donating to a Goldman charity unmasked by IRS error

The Goldman donor-advised fund is the fastest-growing charity in the U.S.

By Bloomberg
RETIREMENT PLANNING MAR 23, 2018
Deciphering Social Security survivor benefit rules

Multiple regulations complicate claiming decision for an adviser and his widowed client.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 22, 2018
Should you use those free tools the 401(k) wholesaler gave you?

If advisers are given a free tool that makes them more competitive, are they still able to provide unbiased advice?

By Aaron Pottichen