Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING APR 12, 2017
How your tax data could be sold on the internet

Your tax information is far more valuable than your credit card data.

By Bloomberg
RETIREMENT RETIREMENT PLANNING APR 12, 2017
Here's the countries where taxes are highest

Spoiler: The U.S. is not number one.

By Bloomberg
RETIREMENT RETIREMENT PLANNING APR 11, 2017
Advisers should heed fiduciary principles in ongoing Tibble 401(k) suit

Developments in the excessive-fee lawsuit highlight the duty to monitor investments and the duty of a prudent trustee to be cost-conscious.

By Marcia S. Wagner
RETIREMENT RETIREMENT PLANNING APR 11, 2017
Why the Senate should overturn state retirement rules

A state-level mandatory retirement plan will not solve the problem of Americans not saving.

By Will Hansen
RETIREMENT RETIREMENT PLANNING APR 11, 2017
More 401(k) advisers face litigation risk in June under DOL fiduciary rule

Certain provisions of the rule will kick in putting those affected advisers more squarely in the line of fire of the litigation enforcement mechanism of ERISA.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING APR 11, 2017
Retirement plan advisers should bone up on lifetime income

Expect rapid product innovation and growing demand in this area, along with considerable business opportunity

By Blaine F. Aikin
RETIREMENT RETIREMENT PLANNING APR 10, 2017
BlackRock sued for alleged self-dealing in its 401(k) plan

The plaintiff takes issue with a so-called "layering scheme" in BlackRock's fund structure, whereby a fund's underlying proprietary investments charge additional fees that "cannibalize" returns for employees.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING APR 10, 2017
Social Security update for same-sex couples

Claiming rules have evolved since 2015 Supreme Court decision.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING APR 07, 2017
How you can reduce what you spend on tax preparation this year

Credit Karma tries to break into the business with a $0 product.

By Bloomberg
RETIREMENT RETIREMENT PLANNING APR 07, 2017
Here's where millennials lag behind their baby boomer parents

Millennials are less likely to be married, living with children or own a home than their parents were at their age.

By Bloomberg
RETIREMENT RETIREMENT PLANNING APR 07, 2017
3(38) vs. 3(21) investment fiduciary services: the pros and cons for 401(k) advisers

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING APR 06, 2017
Judge in Putnam 401(k) suit deals potential setback to plaintiffs using Vanguard as fee benchmark

The lawsuit is the first among similar cases to proceed to hearings on summary judgment, and may be telling as to how future judges rule.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING APR 06, 2017
How criminals trick people out of their life savings

A fraud investigator shares tales from the dark side of human nature.

By Bloomberg
RETIREMENT RETIREMENT PLANNING APR 06, 2017
Senate, House introduce bills mandating lifetime income disclosures for 401(k) plans

The bills are similar to ones introduced in the previous Congress, but failed to pass commitee.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING APR 05, 2017
'Retirement Rip-Off Counter' underscores impact of Department of Labor's fiduciary rule delay

By Liz Skinner
RETIREMENT RETIREMENT PLANNING APR 03, 2017
How to spot fake answers from Social Security Administration reps

Use these cheat sheets about rule changes to help clients claim benefits.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING APR 02, 2017
Advisers must protect elderly from financial fraud

The financial abuse of older people is on the rise.

By crain-api
RETIREMENT RETIREMENT PLANNING MAR 31, 2017
Reverse mortgages have an image problem

Older people generally overlook or are unwilling to consider home equity as a retirement asset.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING MAR 31, 2017
Fidelity follows Empower in launching TDF-managed account hybrid

It's likely other record keepers will introduce similar services, which mark an evolution among default investing in 401(k) plans.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING MAR 30, 2017
MassMutual to level 401(k) fees for its brokers

The business changes eliminate variability in 401(k) fees and reduce the appearance of any conflicts of interest.

By Greg Iacurci