Retirement Planning

Displaying 7959 results
RETIREMENT PLANNING DEC 04, 2016
Time for 401(k) plans to step into the modern age

By Ellie Zhu
Betterment retirement robo attracts 300 companies to 401(k) platform
RETIREMENT PLANNING DEC 02, 2016
Betterment retirement robo attracts 300 companies to 401(k) platform

Automated-adviser says professional services firms are especially interested in its retirement advice technology.

By Liz Skinner
RETIREMENT PLANNING DEC 01, 2016
The potential downside of automatic enrollment in 401(k) plans

The practice boosts employees' savings rates, but it may also increase their consumer debt, according to new research.

By Greg Iacurci
OPINION DEC 01, 2016
Why it would be a mistake for advisers to stop implementing the DOL fiduciary rule

Given the political, procedural and business dynamics at play, it would be imprudent to cease or even slow down compliance efforts.

By Marcia S. Wagner
RETIREMENT PLANNING NOV 30, 2016
Many current retirees reluctant to tap savings

But without pensions, boomers won't have a choice.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 29, 2016
IBDs overwhelmingly say Trump should revoke fiduciary rule: survey

Nearly 90% of respondents to a Financial Services Institute survey indicate their support for repeal.

By Greg Iacurci
RETIREMENT PLANNING NOV 28, 2016
Many current retirees reluctant to tap savings

But without pensions, boomers won't have a choice.

By Mary Beth Franklin
Reversal on IRA-commission stance unlikely for Merrill if DOL fiduciary rule repealed
RETIREMENT PLANNING NOV 28, 2016
Reversal on IRA-commission stance unlikely for Merrill if DOL fiduciary rule repealed

The wirehouse's public fanfare about ditching IRA commissions under new fiduciary regulation would be a large factor in deciding to stay the course.

By Greg Iacurci
RETIREMENT PLANNING NOV 23, 2016
The despondent voter's guide to Trump and money

If you're saving for retirement or other long-term goals, too much fear and caution can be dangerous.

By Bloomberg
RETIREMENT PLANNING NOV 23, 2016
Seniors see Social Security changes as benefit cuts

New rules require weighing claiming strategies against competing income goals.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 22, 2016
Advisers' female clients will face higher retiree health costs

New report details the high cost of living longer with fewer resources than men.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 22, 2016
401(k) plan designs hurt employees' ability to save

A number of longtime 401(k) plan designs fail to reflect a new workforce, according to a Government Accountability Office report.

By Bloomberg
RETIREMENT PLANNING NOV 21, 2016
Why Social Security is crucial to women

Lower incomes and fewer assets in savings plans lead to problems in retirement.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 21, 2016
The amazing vanishing DOL fiduciary rule?

In the end, will the new rule survive? Just as there are paths to ultimate revocation, there are also paths to survival.

By Andrew L. Oringer
RETIREMENT PLANNING NOV 21, 2016
New robo-adviser geared to retirees

True Link joins crowded digital-advice market dominated by big financial names..

By Liz Skinner
Hybrid RIA managing $2.2 billion in client assets joins Securities America from LPL Financial
RETIREMENT PLANNING NOV 21, 2016
Hybrid RIA managing $2.2 billion in client assets joins Securities America from LPL Financial

WealthPLAN Partners was with LPL for 27 years.

By Grete Suarez
RETIREMENT PLANNING NOV 17, 2016
U.S. divorce rate drops to lowest level in 35 years

Marriage has been holding steady for the past several years, but weddings are still half as common as they were in the 1970s and early 1980s.

By Bloomberg
RETIREMENT PLANNING NOV 17, 2016
New Social Security rules and divorce

Two sets of benefits exist for ex-spouses depending on their birth dates.

By Mary Beth Franklin
RETIREMENT PLANNING NOV 17, 2016
Advisers can't be passive when it comes to DOL rule's fiduciary principles

Each of the underlying duties of the fiduciary rule's best-interest standard — loyalty, care and individualization — require advisers to take specific actions.

By Blaine F. Aikin
RETIREMENT PLANNING NOV 17, 2016
Advisers and clients worry about Obamacare changes under Trump

Some advisers rely on the Affordable Care Act to insure themselves and employees, and now fear that it could be repealed or substantially changed.

By Liz Skinner