Retirement Planning

Displaying 7959 results
Social Security reform awaits next president
RETIREMENT PLANNING JUL 29, 2016
Social Security reform awaits next president

Most proposed solutions call for higher taxes on high earners.

By Mary Beth Franklin
RIA NEWS JUL 27, 2016
Radio show host Ric Edelman rants about raging fiduciary battle

Lawsuits filed against the Labor Department's regulation expose conflicts in financial advice.

By Christine Idzelis
Congressional sit-in disrupted by failed attempt to override veto of anti-DOL fiduciary rule bill
RETIREMENT PLANNING JUL 27, 2016
Congressional sit-in disrupted by failed attempt to override veto of anti-DOL fiduciary rule bill

Attempt to override the presidential veto of an anti-DOL fiduciary rule bill was used to interrupt a protest demanding action on gun-control legislation.

By Mark Schoeff Jr.
DOL's rule on state retirement plans arrives at OMB
RETIREMENT PLANNING JUL 26, 2016
DOL's rule on state retirement plans arrives at OMB

The regulation, which offers states a route to avoid liability under ERISA, took its final step toward finalization.

By Greg Iacurci
RETIREMENT PLANNING JUL 26, 2016
Older Americans working well past retirement age

The share of those over the age of 65 in the labor force was 19.4% on an unadjusted basis in June, up from 15% in June 2006.

By Bloomberg
RETIREMENT PLANNING JUL 26, 2016
Make Medicare easier by using auto pay

Auto payment can help limit the chance of coverage lapses and reinstatement penalties down the road.

By Katy Votava
Market volatility raises the bar for how much you will need to save for retirement
RETIREMENT PLANNING JUL 26, 2016
Market volatility raises the bar for how much you will need to save for retirement

A 55-year-old would need $17.64 saved today to generate each dollar of annual retirement income starting at age 65.

By Mary Beth Franklin
5 ways financial advisers can steer clients toward a successful retirement
RETIREMENT PLANNING JUL 26, 2016
5 ways financial advisers can steer clients toward a successful retirement

Knowing common retirement blind spots can make a big difference in mapping out your clients' futures.

By Bloomberg
RETIREMENT PLANNING JUL 22, 2016
Make Medicare easier by using auto pay

Auto payment can help limit the chance of coverage lapses and reinstatement penalties down the road.

By Bloomberg
Retirement plan advisers should keep current clients happy to get new ones: MassMutual study
RETIREMENT PLANNING JUL 21, 2016
Retirement plan advisers should keep current clients happy to get new ones: MassMutual study

Survey shows that 58% of plan sponsors found their adviser through a referral.

By Tanvi Acharya
RETIREMENT PLANNING JUL 21, 2016
Debt dims boomers' retirement prospects

New study shows ongoing bills impede savings and boost baby boomers' retirement income needs.

By Mary Beth Franklin
Under new fiduciary rule, DOL has reason to pay attention to reverse churning
RETIREMENT PLANNING JUL 21, 2016
Under new fiduciary rule, DOL has reason to pay attention to reverse churning

Another reminder of the need to become well-versed on the fiduciary rule's conditions for rollover advice.

By Blaine F. Aikin
RETIREMENT PLANNING JUL 21, 2016
Why filial laws are a 'sleeping giant' that could prompt long-term-care planning

The laws create the possibility that clients' their long-term-care expenses may be shouldered by their children

By Greg Iacurci
American Century employees sue for excessive 401(k) fees
RETIREMENT PLANNING JUL 20, 2016
American Century employees sue for excessive 401(k) fees

Plaintiffs allege the asset management firm populated the retirement plan with proprietary investments for its own gain.

By Greg Iacurci
Dismissal of small 401(k) plan excessive-fee lawsuit 'highly atypical'
RETIREMENT PLANNING JUL 20, 2016
Dismissal of small 401(k) plan excessive-fee lawsuit 'highly atypical'

The case, which involved a $9 million plan, was voluntarily dismissed by plaintiffs in an unusual turn of events.

By Greg Iacurci
Transamerica settles 401(k) excessive-fee lawsuit with its employees for $3.8 million
RETIREMENT PLANNING JUL 20, 2016
Transamerica settles 401(k) excessive-fee lawsuit with its employees for $3.8 million

The retirement plan provider joins a list of other financial firms that have settled excessive-fee lawsuits with their own employees.

By Greg Iacurci
RETIREMENT PLANNING JUL 19, 2016
Franklin Templeton sued by employees for self-dealing in 401(k) plan

The asset management firm joins the likes of American Century Investments and New York Life, which were also sued by employees for using proprietary funds in their 401(k) plans.

By Greg Iacurci
New York Life sued by employees claiming excessive 401(k) fees
RETIREMENT PLANNING JUL 19, 2016
New York Life sued by employees claiming excessive 401(k) fees

Employees are suing for alleged self-dealing and fees charged by a company-affiliated index fund, which plaintiffs claim enriched New York Life at the expense of employees' retirement savings.

By Greg Iacurci
U.S. comes in 14th in global ranking of retirement security
RETIREMENT PLANNING JUL 18, 2016
U.S. comes in 14th in global ranking of retirement security

A common element of countries among the Natixis study's top 10 are compulsory workplace savings programs.

By Bloomberg
U.S. comes in 14th in global ranking of retirement security
RETIREMENT PLANNING JUL 18, 2016
U.S. comes in 14th in global ranking of retirement security

A common element of countries among the Natixis study's top 10 are compulsory workplace savings programs.

By Bloomberg