Retirement Planning

Displaying 7913 results
It’s official: Health care costs trump retirees’ other concerns
RETIREMENT RETIREMENT PLANNING MAR 28, 2024
It’s official: Health care costs trump retirees’ other concerns

Poll of US seniors reveals that worries over health care expenses impact other areas, but only one-third have saved for health costs.

By Leo Almazora
AllianceBernstein 401(k) lawsuit booted
RETIREMENT RETIREMENT PLANNING MAR 27, 2024
AllianceBernstein 401(k) lawsuit booted

A court dismissed the case, pointing to the facts that the company waived fees for its participants and didn't really benefit from the assets.

By Emile Hallez
The gender gap extends to retirement plan savers, Nationwide says
RETIREMENT RETIREMENT PLANNING MAR 27, 2024
The gender gap extends to retirement plan savers, Nationwide says

Women have more concerns about retirement and are less likely to have reached key financial milestones, survey shows.

By Leo Almazora
Empower teases 401(k) platform for small businesses
RETIREMENT RETIREMENT PLANNING MAR 27, 2024
Empower teases 401(k) platform for small businesses

The retirement services giant says its forthcoming platform will help advisors and third-party administrators address the access gap for more US workers.

By Leo Almazora
Americans dipping into retirement savings as inflation lingers
RETIREMENT RETIREMENT PLANNING MAR 26, 2024
Americans dipping into retirement savings as inflation lingers

More than half have taken on debt in response to higher costs, according to an Allianz Life survey.

By Leo Almazora
2023 was boom year for health savings accounts
RETIREMENT RETIREMENT PLANNING MAR 26, 2024
2023 was boom year for health savings accounts

Devenir reports that HSAs saw robust growth in invested assets last year, along with increases in contributions and withdrawals.

By Leo Almazora
Retirees in target-date funds still recovering from 2022
RETIREMENT RETIREMENT PLANNING MAR 26, 2024
Retirees in target-date funds still recovering from 2022

Morningstar's Target-Date Strategy Landscape report also shows that costs are going down and that CITs are about to surpass mutual funds.

By Emile Hallez
BlackRock's Fink urges fix for looming 'retirement crisis'
RETIREMENT RETIREMENT PLANNING MAR 26, 2024
BlackRock's Fink urges fix for looming 'retirement crisis'

The CEO says politicians and corporate leaders need to rethink the retirement system, and questions whether 65 is still the correct retirement age.

By Bloomberg
BofA rolls out retirement income portfolios
RETIREMENT RETIREMENT PLANNING MAR 25, 2024
BofA rolls out retirement income portfolios

The products, available to Merrill's clients, are designed to provide retirees with reliable income over 25 years.

By Leo Almazora
Florida-or-bust retirement prevails
RETIREMENT RETIREMENT PLANNING MAR 25, 2024
Florida-or-bust retirement prevails

Advisors help clients make sure they don’t experience both, as interest rates dip slightly and more homes go on the market.

By Emile Hallez
The bull run and your client’s retirement plan
RETIREMENT RETIREMENT PLANNING MAR 25, 2024
The bull run and your client’s retirement plan

As stocks head higher, clients are seeing visions of early retirement. What should advisors be telling them?

By Gregg Greenberg
Ensuring alimony payments continue despite premature death
RETIREMENT RETIREMENT PLANNING MAR 25, 2024
Ensuring alimony payments continue despite premature death

One of the most effective ways to secure alimony against the risk of premature death is through life insurance.

By Gabrielle Clemens
Gen Z will need help – are you ready?
RETIREMENT RETIREMENT PLANNING MAR 25, 2024
Gen Z will need help – are you ready?

The mood and savings habits of Gen Z suggest a huge opportunity on the horizon.

By InvestmentNews
AI partnership takes aim at workers’ student debt
RETIREMENT RETIREMENT PLANNING MAR 22, 2024
AI partnership takes aim at workers’ student debt

Workplace fintech and fiduciary retirement plan provider team up to help more plan sponsors and participants with student loan matching solutions.

By Leo Almazora
Empower unveils comprehensive retirement income suite
RETIREMENT RETIREMENT PLANNING MAR 22, 2024
Empower unveils comprehensive retirement income suite

The DC plan provider is rolling out an expansive shelf of retirement solutions through multiple partnerships.

By Leo Almazora
Social Security backs off tough stance on recouping overpayments
RETIREMENT RETIREMENT PLANNING MAR 21, 2024
Social Security backs off tough stance on recouping overpayments

Commissioner Martin O'Malley, in his early days on the job, said that practices will change next week.

By Emile Hallez
Pensionmark announces strategic partnership to build new wealth management platform
RETIREMENT RETIREMENT PLANNING MAR 21, 2024
Pensionmark announces strategic partnership to build new wealth management platform

The firm is working with Vestmark to help shape the industry's future.

By Steve Randall
Republicans propose raising retirement age
RETIREMENT RETIREMENT PLANNING MAR 20, 2024
Republicans propose raising retirement age

The proposal sets the stage for an election-year fight with President Biden, who accused the GOP of going after entitlement programs during his State of the Union address.

By Bloomberg
'Unretirement' may be viable well into the future,  study says
RETIREMENT RETIREMENT PLANNING MAR 20, 2024
'Unretirement' may be viable well into the future, study says

Older workers are at least as productive in younger ones in almost all industries. Financial services is an exception.

By Emile Hallez
BlackRock will lose management of $8.5B Texas fund assets
RETIREMENT RETIREMENT PLANNING MAR 20, 2024
BlackRock will lose management of $8.5B Texas fund assets

The Texas State Board of Education delivered the blow Tuesday.

By Bloomberg