Retirement Planning

Displaying 8350 results
RETIREMENT PLANNING OCT 13, 2017
Lawsuit filed against first state auto-IRA program

The ERISA Industry Committee is seeking an injunction against the program's new reporting requirements.

By Hazel Bradford
RETIREMENT PLANNING OCT 13, 2017
Social Security benefits to increase by 2% in 2018

Largest cost-of-living adjustment since 2012 may be offset for some by higher Medicare premiums.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 12, 2017
GOP tax battle looms over wealthy Americans

Debate rages over whether or not to repeal the estate tax and AMT, plus whether cuts should be temporary or permanent

By Bloomberg
RETIREMENT PLANNING OCT 12, 2017
Prudential wins appeal of 401(k) fee lawsuit

The case serves as a reminder to 401(k) record keepers that they may be considered fiduciaries even without exercising discretion over plan assets.

By Greg Iacurci
Funding options for long-term care
RETIREMENT PLANNING OCT 12, 2017
Funding options for long-term care

Funding options for long-term care include Medicaid, Medicare, or private insurance. But there are others – find out what they are

By Jonathan Russell
RETIREMENT PLANNING OCT 12, 2017
Trump moves to undermine Obamacare

President's order directs agencies to write new rules for insurance.

By Bloomberg
RETIREMENT PLANNING OCT 11, 2017
401(k) referrals rare from wealth managers despite DOL fiduciary rule

There are still many obstacles, especially for retirement plan advisers within independent broker-dealers.

By Fred Barstein
RETIREMENT PLANNING OCT 11, 2017
What can Tabasco sauce teach advisers about 401(k) loans?

Decreasing the number of loans that can be tapped at once is just one way to lower 401(k) borrowing.

By Aaron Pottichen
RETIREMENT PLANNING OCT 10, 2017
Thank Richard Thaler for that bigger nest egg

How the Nobel Prize-winner's theories have boosted participation in retirement plans.

By Bloomberg
How to pay for long-term care? Several funding options exist
RETIREMENT PLANNING OCT 09, 2017
How to pay for long-term care? Several funding options exist

There are alternative ways to fund long-term care if you need it, even if you’re not a millionaire 

By Ramon Berenguer
RETIREMENT PLANNING OCT 09, 2017
Medicare rules are needlessly complex

The BENES Act would streamline enrollment, minimize coverage gaps and help seniors avoid paying costly penalties for missing deadlines.

By Mary Beth Franklin
OPINION OCT 09, 2017
A primer on stable value funds for retirement plan advisers

The so-called 'safe' investments have a few quirks that make them much different beasts from money market funds.

By Anthony Isola
RETIREMENT PLANNING OCT 06, 2017
Pew survey finds support for state auto-IRA programs

After having a typical state role in such programs explained to them, 64% said they support state sponsorship.

By Hazel Bradford
RETIREMENT PLANNING OCT 06, 2017
How We're Investing in the Search for a Cancer Cure

By Frank Jennings, Ph.D., Portfolio Manager
RETIREMENT PLANNING OCT 05, 2017
Both spouses don't always need to delay Social Security until 70

Sometimes it's better to coordinate claiming strategies where one collects spousal benefits.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 05, 2017
Stay up on Medicare enrollment with annual reviews

Navigate yearly changes that could affect your coverage and costs.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 05, 2017
Trump tax plan draws concerns of GOP budget hawks

Sen. Bob Corker, R-Tenn., said the White House is showing 'softness' when discussing how the tax cuts will be paid for, such as by repealing the state and local tax deduction.

By Bloomberg
RETIREMENT PLANNING OCT 04, 2017
DOL fiduciary rule ups ante for monitoring of 401(k) record keepers

Several plan providers have expanded their participant-call-center services to include fiduciary advice, and advisers must help clients navigate the change.

By Greg Iacurci
RETIREMENT PLANNING OCT 03, 2017
Both spouses don't always need to delay Social Security until 70

Sometimes it's better to coordinate claiming strategies where one collects spousal benefits.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 03, 2017
The importance of managing clients' 'life risks'

When it comes to retirement, new research underscores how health care, medical expenses and longevity risks are top concerns of investors.

By Gillian Albert