Retirement Planning

Displaying 8350 results
RETIREMENT PLANNING SEP 15, 2017
Social Security COLA could get wiped out by Medicare costs

But higher-income retirees' health insurance costs might remain the same.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 15, 2017
Are you really on track for retirement? Try this tool

New software uses big data to estimate the chances that your personalized retirement strategy will actually succeed, then refines the plan if it won't.

By Bloomberg
RETIREMENT PLANNING SEP 14, 2017
Retirement benefits for military families

Help spread the word to clients and friends who might benefit from one of these retirement provisions.

By Bloomberg
RETIREMENT PLANNING SEP 13, 2017
Retirement plan advisers need to start marketing to providers

Providers are being forced to make tough decisions on which advisers they can support.

By Fred Barstein
RETIREMENT PLANNING SEP 12, 2017
Voya sued by participant in $2.8 million plan for excessive 401(k) fees

The plaintiff claims Voya potentially earns more than $1 billion per year in "excessive compensation" from its nearly 50,000 record-keeping clients.

By Greg Iacurci
RETIREMENT PLANNING SEP 12, 2017
Fiduciary liability defenses for advisers under ERISA

Advisers need to be aware of all possible defenses available to them for alleged breach of fiduciary duty.

By Marcia S. Wagner
RETIREMENT PLANNING SEP 12, 2017
Retirement-income theories confront reality

Latest robo-adviser challenges rule-of-thumb approaches.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 11, 2017
Morningstar backs new retirement calculator

United Income models 'future life outcomes' based not only on expected investment performance but potential life spans and spending levels.

By Bloomberg
RETIREMENT PLANNING SEP 08, 2017
Government report distorts facts and costs of reverse mortgages

The report overstates the typical cost of a reverse mortgage in today's marketplace and misinterprets Social Security claiming strategies.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 08, 2017
Need to evacuate because of the storm? Use this checklist to protect your possessions

Undertaking these precautions can provide a greater sense of security and preparedness in the face of an unexpected disaster.

By Geoffrey A. Simon
RETIREMENT PLANNING SEP 08, 2017
Consumers struggle to get information following Equifax data breach

The credit reporting service disclosed this week that private information for as many as 143 million people had been compromised.

By Bloomberg
How to appeal higher Medicare premiums
RETIREMENT PLANNING SEP 08, 2017
How to appeal higher Medicare premiums

New monthly Medicare surcharges will go into effect in 2018, but sometimes they can be reversed.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 08, 2017
Edison International agrees to pay $13.2 million in 401(k) fee lawsuit

The monetary agreement follows a court ruling last month.

By Greg Iacurci
Reverse mortgages under fire again
RETIREMENT PLANNING SEP 06, 2017
Reverse mortgages under fire again

New government report distorts facts and costs of home equity loans for seniors.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 02, 2017
How retirement plan advisers can combat 'dramatic' fee compression

The fee squeeze is at a tipping point, and 401(k) advisers need to adapt by being more diligent in assessing their profit margins and value proposition.

By Greg Iacurci
RETIREMENT PLANNING SEP 02, 2017
Fiduciary education is key for plan-sponsor investment committees

Regular training can help committee members understand their responsibilities to plan participants.

By ecooper
RETIREMENT PLANNING SEP 02, 2017
Where 401(k) advisers are on the industry consolidation curve

Most industries will go through four stages of consolidation as they mature over a 25-year period. Here's where record keepers and 401(k) advisers stand.

By Fred Barstein
RETIREMENT PLANNING SEP 01, 2017
Your children can spare you time and money in a nursing home

For someone with kids, both time spent in a nursing home and out-of-pocket costs are significantly lower than for those without children.

By Bloomberg
RETIREMENT PLANNING SEP 01, 2017
Should you buy a dam for your house?

Weather events are prompting sales of dams that cost homeowners $8,000 to $12,000, on average.

By Bloomberg
RETIREMENT PLANNING SEP 01, 2017
The challenge of the longer lifespan

How financial advisers can help clients face the threat of outliving retirement savings

By Blaine F. Aikin