Retirement Planning

Displaying 7913 results
RETIREMENT RETIREMENT PLANNING DEC 28, 2016
How 401(k) advisers can make financial wellness programs more effective

Implementing a financial wellness program without any means of measuring its success is a failure, according to advisers and analysts.

By Greg Iacurci
Social Security program to run out of money in calendar year 2029: CBO report
RETIREMENT RETIREMENT PLANNING DEC 28, 2016
Social Security program to run out of money in calendar year 2029: CBO report

In fiscal year 2016, the $905 billion spent on Social Security benefits accounted for nearly one-quarter of federal spending.

By Hazel Bradford
RETIREMENT RETIREMENT PLANNING DEC 27, 2016
Could Trump inspire a U.S. housing boom?

Economist and Nobel laureate Robert Shiller thinks this could be a pivotal moment for the U.S. housing market.

By Bloomberg
RETIREMENT RETIREMENT PLANNING DEC 27, 2016
2017 will be year of change for retirement industry

Demographics, demise of pensions will shift focus from assets to income planning.

By Mary Beth Franklin
Social Security rules for the twice-widowed client
RETIREMENT RETIREMENT PLANNING DEC 22, 2016
Social Security rules for the twice-widowed client

Surviving spouse can choose when to collect each benefit.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING DEC 22, 2016
Why you need to have the money talk with your parents this weekend

While many parents are leery of asking their children for help with their finances, most adult children surveyed said they actually wanted to help.

By Bloomberg
Stocks versus bonds: Which best help meet retirement goals?
RETIREMENT EQUITIES DEC 22, 2016
Stocks versus bonds: Which best help meet retirement goals?

The asset-side case for stocks is unambiguous, though most people think that bonds hedge human capital better than stocks.

By Sebastien Page and James Tzitzouris
RETIREMENT RETIREMENT PLANNING DEC 21, 2016
President Obama's myRA retirement plan slow to gain traction

Unless a lot more people open accounts, the program's impact on America's retirement savings shortfall will remain a rounding error.

By Bloomberg
RETIREMENT RETIREMENT PLANNING DEC 21, 2016
Hotel chain targeted in 401(k) fee lawsuit alleging $29 million in damages

Plaintiffs claim excessive fund fees cost participants roughly $20 million, while high record-keeping fees cost them an additional $9 million.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING DEC 21, 2016
How much money would it take for you to delay your retirement?

New research finds a lump sum of $60,000 can make a big difference.

By Bloomberg
RETIREMENT RETIREMENT PLANNING DEC 21, 2016
Calculating the impact of new Social Security rules

Continuing confusion over claiming strategies creates opportunities for advisers.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING DEC 19, 2016
Automatic enrollment gaining ground in the smallest 401(k) plans

The trend of automatic enrollment adoption is trickling down to the smallest plans, while employers are also increasing their deferral rates above 3%.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING DEC 19, 2016
President Obama's myRA retirement plan slow to gain traction

Unless a lot more people open accounts, the program's impact on America's retirement savings shortfall will remain a rounding error.

By Bloomberg
RETIREMENT RETIREMENT PLANNING DEC 19, 2016
Appeals court sends 401(k) fee case Tibble vs. Edison back to District Court to be reheard

The opinion vacated the Los Angeles District Court's ruling that the case could not proceed because of a statute of limitations on three of six funds in question.

By Hazel Bradford
RETIREMENT RETIREMENT PLANNING DEC 19, 2016
DOL issues final rule on city retirement programs

The regulation is similar to one issued in August around state retirement programs.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING DEC 16, 2016
Natixis launching 401(k) market's first ESG-focused target-date mutual funds

The funds seek to capitalize on the growing popularity of environmental, social and corporate governance investing, and help diversify in an increasingly competitive TDF market.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING DEC 16, 2016
DOL fiduciary rule delay likely and death not out of the question

The rule could ultimately be killed or replaced, but only one course of action by firms provides certainty.

By Blaine F. Aikin
RETIREMENT RETIREMENT PLANNING DEC 15, 2016
How does your debt compare to the average American?

Find out how your credit card balances and total household debt compare to the latest national numbers.

By Bloomberg
RETIREMENT RETIREMENT PLANNING DEC 15, 2016
What the Fed's rate hike means for your money

Credit cards, home equity lines of credit, adjustable-rate mortgages and personal loans could inch higher after a rise in the federal funds rate.

By Bloomberg
What Medicare changes will mean for beneficiaries in 2017
RETIREMENT RETIREMENT PLANNING DEC 15, 2016
What Medicare changes will mean for beneficiaries in 2017

By reevaluating supplemental and prescription drug coverages, Medicare enrollees can make up for premium increases.

By Katy Votava