Retirement Planning

Displaying 7915 results
RETIREMENT RETIREMENT PLANNING JAN 04, 2016
Aging boomers are ready for financial advice

New book teaches consumers how to select the right adviser.

By Mary Beth Franklin
Clients need prep for long-term care
RETIREMENT RETIREMENT PLANNING DEC 28, 2015
Clients need prep for long-term care

Few have planned for such care, but 70% of 65-year-olds will require it in their future.

By Jamie Hopkins
RETIREMENT RETIREMENT PLANNING DEC 28, 2015
2016 could be a good year for women looking to buy real estate

Single female homebuyers are poised to make a comeback, particularly in cities where their salaries are rising faster than those of single men.

By Bloomberg
RETIREMENT RETIREMENT PLANNING DEC 23, 2015
Retirement readiness improves, but most Americans' savings still fall short

More than half of Americans are still at risk of being unprepared to completely cover essential living expenses in retirement.

By Mary Beth Franklin
New bills aim to stop DOL fiduciary rule
RETIREMENT RETIREMENT PLANNING DEC 23, 2015
New bills aim to stop DOL fiduciary rule

New bipartisan legislation would quash a Labor Department proposal to strengthen investment advice standards for retirement accounts.

By Mark Schoeff Jr.
Fiduciary liability unclear when selecting and monitoring default retirement investments
RETIREMENT RETIREMENT PLANNING DEC 23, 2015
Fiduciary liability unclear when selecting and monitoring default retirement investments

Plan sponsors appreciate auto enrollment and qualified default investments, but there are imperfect fits at the individual participant level.

By Blaine F. Aikin
RETIREMENT RETIREMENT PLANNING DEC 23, 2015
Boeing settlement underscores advisers' 401(k) responsibility

As excessive-fee suits are poised to move down market, advisers should pay attention to teachings of 401(k) suits such as Boeing's.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING DEC 21, 2015
Roth vs. traditional 401(k)s: What investors need to consider

There are subtleties that could have big tax implications.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING DEC 21, 2015
Roth vs. traditional 401(k)s: What to consider for clients

There are subtleties that could have big tax implications for clients.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING DEC 21, 2015
Here's proof the rich really are getting richer

This city ranking shows where the difference between the top 20% of wage earners and the bottom 20% is most prominent.

By Bloomberg
RETIREMENT RETIREMENT PLANNING DEC 21, 2015
Will companies start paying employees to relocate?

As Facebook offers its workers $10,000 to move closer, other businesses face hurdles before the practice becomes widespread.

By Bloomberg
RETIREMENT RETIREMENT PLANNING DEC 21, 2015
Get your 0% credit card balance transfer offer before it's gone

As the prime rate set by banks goes up, companies may raise fees or restrict offers.

By Bloomberg
RETIREMENT RETIREMENT PLANNING DEC 20, 2015
Roskam anticipates House approval of bill to stop DOL fiduciary rule

The author of legislation that would halt the Labor Department's fiduciary rule anticipates the measure will make it at least to the House floor.

By Mark Schoeff Jr.
Are state-run retirement plans a good deal for private-sector workers?
RETIREMENT RETIREMENT PLANNING DEC 20, 2015
Are state-run retirement plans a good deal for private-sector workers?

Not only would state-run plans undermine existing healthy competitive private markets for retirement plan products and services, but they are not be a good deal for American workers.

By Dale Brown
The case for why the DOL fiduciary rule won't kill IRA rollovers
RETIREMENT RETIREMENT PLANNING DEC 20, 2015
The case for why the DOL fiduciary rule won't kill IRA rollovers

Despite what opponents say, IRA rollovers will likely withstand implementation of the fiduciary rule.

By Greg Iacurci
Retirees to benefit from Fed's historic rate move
RETIREMENT RETIREMENT PLANNING DEC 19, 2015
Retirees to benefit from Fed's historic rate move

Higher yield on bonds and CDs, higher annuity payouts, will provide tailwind to retirees.

By Greg Iacurci
How retirees will benefit from historic rate hike
RETIREMENT RETIREMENT PLANNING DEC 18, 2015
How retirees will benefit from historic rate hike

Higher yield on bonds and CDs, higher annuity payouts, will provide tailwind to retirees.

By Greg Iacurci
Fidelity targeted in another ERISA class-action suit
RETIREMENT RETIREMENT PLANNING DEC 18, 2015
Fidelity targeted in another ERISA class-action suit

A unit of Fidelity has been targeted in a class-action suit for fiduciary breach under ERISA as a result of its alleged mismanagement of a stable value fund.

By Greg Iacurci
Rethinking retirement income replacement rules
RETIREMENT RETIREMENT PLANNING DEC 18, 2015
Rethinking retirement income replacement rules

Current 80% savings target may be too high — unless you get sick.

By Mary Beth Franklin
Don't shrug off health care conversations with clients
RETIREMENT RETIREMENT PLANNING DEC 17, 2015
Don't shrug off health care conversations with clients

As health costs become top-of-mind for clients, savvy advisers will reap the benefits.

By Greg Iacurci