Retirement Planning

Displaying 7953 results
Ohio court revives Corpus Christi pension fund's lawsuit over Big Lots activist investors
RETIREMENT PLANNING MAY 28, 2025
Ohio court revives Corpus Christi pension fund's lawsuit over Big Lots activist investors

A public pension fund’s legal fight with activist investors over a $34.6 million Big Lots share sale isn’t over yet. Here’s why the court hit pause on the dismissal.

By Matthew Sellers
US fund managers are caving in to Trump warns $65B pension fund
RETIREMENT PLANNING MAY 27, 2025
US fund managers are caving in to Trump warns $65B pension fund

PME says old benchmarking frameworks are not working now.

By Bloomberg
New IRA account claims to make retirees millionaires with science-backed formula
RETIREMENT PLANNING MAY 27, 2025
New IRA account claims to make retirees millionaires with science-backed formula

Money Anxiety Index creator Dr. Dan Geller talks with InvestmentNews to explain.

By Steve Randall
Don't stop fighting for Retirement Security Rule, financial planning coalition urges DOL
RETIREMENT PLANNING MAY 23, 2025
Don't stop fighting for Retirement Security Rule, financial planning coalition urges DOL

The collective of groups including CFP Board, the FPA, NAPFA, and XYPN called for continued support in a legal battle to reinforce clients' best interests.

By Leo Almazora
How are DB plans navigating the volatile market? MetLife expert shares insights
RETIREMENT PLANNING MAY 23, 2025
How are DB plans navigating the volatile market? MetLife expert shares insights

InvestmentNews speaks with lead LDI strategist Jeff Passmore.

By Steve Randall
How long will my retirement savings last? Most Americans can't answer that
RETIREMENT PLANNING MAY 22, 2025
How long will my retirement savings last? Most Americans can't answer that

Inflation is exacerbating a problem for millions of retirees.

By Steve Randall
Morningstar study on long-term care costs gets pushback from think tank
RETIREMENT PLANNING MAY 21, 2025
Morningstar study on long-term care costs gets pushback from think tank

Assumptions of dour retirement outcomes from paying for long-term services and support are patently divorced from reality, argues the American Enterprise Institute.

By Leo Almazora
Florida firm hit with six-figure fine for non-compliant RILA recommendations
RETIREMENT PLANNING MAY 21, 2025
Florida firm hit with six-figure fine for non-compliant RILA recommendations

FINRA says AAG Capital failed to maintain oversight in line with Reg BI, leading some life insurance customers to give up death benefits worth over $100,000 more than the cash surrender value.

By Leo Almazora
Americans are losing hope of reaching their financial goals
RETIREMENT PLANNING MAY 21, 2025
Americans are losing hope of reaching their financial goals

Confidence is weakening and retirement savings are lacking.

By Steve Randall
Are advisors missing retirees' needs in 'fragile decade'?
RETIREMENT PLANNING MAY 20, 2025
Are advisors missing retirees' needs in 'fragile decade'?

Survey suggests financial professionals are falling behind investors' need for guaranteed income and asset protection in their golden years.

By Leo Almazora
401(k) savers say retirement income security should be a shared responsibility
RETIREMENT PLANNING MAY 20, 2025
401(k) savers say retirement income security should be a shared responsibility

Fixed annuity options are of growing interest among employees.

By Steve Randall
Edelman: What advisors should know about purposeful retirement
RETIREMENT PLANNING MAY 16, 2025
Edelman: What advisors should know about purposeful retirement

InvestmentNews speaks with $293B firm’s Isabel Barrow

By Steve Randall
'What retirees need is cash flow, not income'
RETIREMENT PLANNING MAY 14, 2025
'What retirees need is cash flow, not income'

Steve Cassaday, of Cassaday & Company, says being independent is not just about autonomy, it's about being nimble.

By Chris Davis
Empower opens door to private markets in retirement plans
RETIREMENT PLANNING MAY 14, 2025
Empower opens door to private markets in retirement plans

The firm is partnering with Apollo, Goldman Sachs, Sagard and others to launch collective investment trusts aimed at portfolio diversification.

By Leo Almazora
So your near-retiree client got laid off. What now?
RIA NEWS MAY 12, 2025
So your near-retiree client got laid off. What now?

Amid a record pace of downsizing in 2025 so far, SVP and financial planning expert sheds light on key considerations for clients after a sudden layoff.

By Leo Almazora
House Republicans float Medicaid requirements to help fund Trump tax cuts
RETIREMENT PLANNING MAY 12, 2025
House Republicans float Medicaid requirements to help fund Trump tax cuts

Draft legislation filed Sunday night, projected to save the government more than $900 billion, would cost millions of people health insurance coverage within a decade.

By Bloomberg
Most people don’t expect to need long-term care in old age, but think others will
RETIREMENT PLANNING MAY 08, 2025
Most people don’t expect to need long-term care in old age, but think others will

Gaps revealed in knowledge about employer-sponsored caregiving programs.

By Steve Randall
Wealth managers' best advice for single moms ahead of Mother's Day
RETIREMENT PLANNING MAY 07, 2025
Wealth managers' best advice for single moms ahead of Mother's Day

Advisors offer important recommendations for single mothers seeking to secure their financial futures.

By Gregg Greenberg
The 'magic number' of $1.3M for retirement: on the money, or off the mark?
RIA NEWS MAY 05, 2025
The 'magic number' of $1.3M for retirement: on the money, or off the mark?

While it's a useful rule of thumb, wealth industry experts agree Social Security benefits, retirement income planning, and individual expenses should also be factored in.

By Leo Almazora
Q1 annuity sales top $105B amid persistent economic worries: Limra
RETIREMENT PLANNING MAY 02, 2025
Q1 annuity sales top $105B amid persistent economic worries: Limra

Limra data show RILAs and variable annuities outperforming, while fixed-rate deferred sales lag their 2024 highs.

By Leo Almazora