Retirement Planning

Displaying 7959 results
RETIREMENT PLANNING JAN 05, 2017
Americans steadily boosting 401(k) deferral rates

The increase in contribution rates over the past few years has resulted in billions of dollars in additional retirement savings.

By Bloomberg
RETIREMENT PLANNING JAN 05, 2017
Social Security changes coming to beneficiaries and taxpayers in 2017

Whether your clients are receiving monthly checks or still paying in, be aware of these adjustments.

By Mary Beth Franklin
RETIREMENT PLANNING JAN 05, 2017
Retirement coaching could improve post-career happiness

Conversations about work and personal fulfillment may lead clients to more successful retirements

By Liz Skinner
RETIREMENT PLANNING JAN 04, 2017
Prudential, Captrust win 401(k) fiduciary breach lawsuit

The judge dismissed claims of fiduciary breach under ERISA, largely falling in line with judgments from similar cases.

By Greg Iacurci
RETIREMENT PLANNING JAN 03, 2017
Outlook for 2017 retirement plan litigation

Copycat lawsuits targeting 403(b) plans, as well as litigation probing a fiduciary's duty to monitor investments, the DOL fiduciary rule, church retirement plans and cybersecurity issues are likely to crop up this year.

By Marcia S. Wagner
RETIREMENT PLANNING JAN 03, 2017
Why rich investors donate through family foundations

But there are easier ways to give to charity that still afford donors a lot of control.

By Bloomberg
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 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 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 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 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 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?
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 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 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 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 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 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 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 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