Retirement Planning

Displaying 7959 results
RETIREMENT PLANNING APR 17, 2017
Fees, lawsuits top concerns for defined contribution executives

Fees and costs remained at or near the top of respondents' answers in a new survey by Pacific Investment Management Co., no matter how the questions were phrased.

By Robert Steyer
RETIREMENT PLANNING APR 14, 2017
Social Security update for same-sex couples

Claiming rules have evolved since 2015 Supreme Court decision.

By Mary Beth Franklin
RETIREMENT PLANNING APR 13, 2017
Top 10 record keepers of defined contribution plans

Fidelity Investments, the largest record keeper, extended its dominance in 2016.

By Greg Iacurci
RETIREMENT PLANNING APR 13, 2017
What will be the next big thing for 401(k) plans?

401(k) plans have changed markedly over the past few decades, through the proliferation of mutual funds and the growth of target-date funds and automatic plan-design features. What's next?

By Fred Barstein
RETIREMENT PLANNING APR 13, 2017
President Trump signs resolution to effectively kill city auto-IRA rule

The president's advisers have signaled he'll sign a bill to make it unlikely that state auto-IRAs are put into place as well.

By Greg Iacurci
RETIREMENT PLANNING APR 12, 2017
Courses available to become a Medicare pro

New online courses explain crucial retiree health care issues for advisers.

By Mary Beth Franklin
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 PLANNING APR 12, 2017
Here's the countries where taxes are highest

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

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

By Greg Iacurci
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 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 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