Retirement Planning

Displaying 8350 results
RETIREMENT PLANNING MAR 21, 2018
Aon Hewitt wins 401(k) lawsuit over robo-adviser kickbacks

It's the fourth time a retirement-plan record keeper has prevailed in a lawsuit scrutinizing fees received from Financial Engines.

By Greg Iacurci
RETIREMENT PLANNING MAR 20, 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 19, 2018
Senior Wells Fargo exec: No FBI interviews here

Memo denies Journal's claim that the FBI interviewed employees in the bank's wealth management group.

By Bruce Kelly
RETIREMENT PLANNING MAR 17, 2018
Growing pains for 401(k) advisers

Support for newbies dwindles as fees decline and profits shrink.

By Fred Barstein
OPINION MAR 17, 2018
Your role in people's happiness

Financial wellness brings a lot more to an individual than peace of mind.

By Warren Cormier
RETIREMENT PLANNING MAR 17, 2018
Passive target-date funds? No such thing

Glide path requires active decisions from a manager

By John Waggoner
RETIREMENT PLANNING MAR 17, 2018
Questions to ask to stay compliant as rules change

Advisers must figure out how state, SEC and insurance regulations will affect their businesses

By David N. Levine and Kevin L. Walsh
RETIREMENT PLANNING MAR 17, 2018
401(k) robo-revolution is underway

Could human advisers be displaced as digital-advice firms use technology to deliver services to plan sponsors and participants?

By Greg Iacurci
RETIREMENT PLANNING MAR 16, 2018
Retirement savings bill introduced in House

Like the Senate version, the bill would make it easier for smaller employers to join open multiple employer plans

By Hazel Bradford
RETIREMENT PLANNING MAR 16, 2018
Don't know if you qualify for 20% pass-through deduction? You're not alone

Trying to figure out who qualifies for the deduction — and who doesn't — is proving to be a monumental challenge.

By Bloomberg
RETIREMENT PLANNING MAR 16, 2018
Graying of America will put pressure on Social Security reform

U.S. seniors will outnumber those 18 and under by 2035

By Mary Beth Franklin
RETIREMENT PLANNING MAR 15, 2018
Social Security budget cuts lead to declining customer service

Telephone, in-person wait times soar as the demand for retirement benefits rises.

By Mary Beth Franklin
RETIREMENT PLANNING MAR 15, 2018
SunTrust Banks, 401(k) participants settle fiduciary-breach lawsuit

The class-action lawsuit is a consolidation of several complaints against the 401(k) plan fiduciaries.

By Robert Steyer
RETIREMENT PLANNING MAR 14, 2018
401(k) plans are trifecta of confusion

Sponsors, providers and participants view plans differently, Cerulli research finds.

By Bloomberg
RETIREMENT PLANNING MAR 14, 2018
Fiduciary rule shifts power to broker-dealer compliance departments

As firms try to limit their liability under the DOL rule, new problems have arisen.

By Fred Barstein
RETIREMENT PLANNING MAR 14, 2018
Public employee retirement systems could face shortfalls as retirees outnumber workers

Governments will need to make up a funding gap caused by investment losses, inadequate contributions.

By Bloomberg
OPINION MAR 13, 2018
State auto-IRA programs poised to catch advisers' attention

OregonSaves has more than 19,000 people participating, while eight other states have passed measures setting up state-sponsored retirement plans.

By Blaine F. Aikin
RETIREMENT PLANNING MAR 12, 2018
More 401(k) plans move away from revenue-sharing model

Plan sponsors are deciding that a per-head fee is fairer than revenue-sharing practices in which fees are based on assets

By Robert Steyer
RETIREMENT PLANNING MAR 12, 2018
Social Security budget cuts lead to declining customer service

Telephone, in-person wait times soar as the demand for retirement benefits rises.

By Mary Beth Franklin
How to get the pass-through deduction by reducing taxable income
RETIREMENT PLANNING MAR 08, 2018
How to get the pass-through deduction by reducing taxable income

Business owners are only eligible for a pass-through deduction if their income is below a certain threshold. However, there are ways to qualify by reducing their taxable income

By Mark Rosanes