Retirement Planning

Displaying 7915 results
RETIREMENT RETIREMENT PLANNING OCT 09, 2015
It's time for advisers to become QDIA experts

Help plan sponsors and participants navigate the increasingly crowded retirement marketplace

By Shawn Sanderson
No Social Security cost-of-living adjustment in 2016
RETIREMENT RETIREMENT PLANNING OCT 08, 2015
No Social Security cost-of-living adjustment in 2016

As expected, the agency will not raise benefits; meanwhile, millions of retirees face a Medicare premium spike

By Liz Skinner
No Social Security cost-of-living adjustment in 2016
RETIREMENT RETIREMENT PLANNING OCT 08, 2015
No Social Security cost-of-living adjustment in 2016

Social Security recipients will not receive a benefits boost next year mostly because low gasoline prices have kept inflation too low to spark an automatic cost-of-living adjustment, the government announced.

By Liz Skinner
Hillary Clinton's plan to prevent stock market crashes
RETIREMENT RETIREMENT PLANNING OCT 08, 2015
Hillary Clinton's plan to prevent stock market crashes

<i>Breakfast with Benjamin</i> The Democratic candidate proposes new fees for taking investment risks, because taking investment risks aren't risky enough already, or something like that.

By Jeff Benjamin
Wall Street is now fretting over the threat of another recession
RETIREMENT EQUITIES OCT 07, 2015
Wall Street is now fretting over the threat of another recession

<i>Breakfast with Benjamin</i>: The word 'recession' is being used openly on Wall Street, in case you needed more proof that the U.S. economy is barely moving forward.

By Jeff Benjamin
RETIREMENT RETIREMENT PLANNING OCT 07, 2015
How women need to approach retirement planning differently than men

Women need to move beyond the financial paralysis that grips them and become savvy investors, according to a new book.

By Mary Beth Franklin
Advisers fall short on implementation of long-term-care insurance
RETIREMENT RETIREMENT PLANNING OCT 07, 2015
Advisers fall short on implementation of long-term-care insurance

Most know it's a key part of retirement planning but lack in-depth knowledge when the need for care arises.

By Darla Mercado
RETIREMENT RETIREMENT PLANNING OCT 06, 2015
What your credit score means for the success of your relationship

The next time your significant other asks, &quot;What's your number?&quot; you might want to make sure you're on the same wavelength before answering.

By Bloomberg
RETIREMENT RETIREMENT PLANNING OCT 06, 2015
Childcare costs take a chunk out of household budgets

The cost of care for families with two children now exceeds rent in most areas of the U.S., according to new data from the Economic Policy Institute.

By Bloomberg
U.S. retirement assets flat in second quarter
RETIREMENT RETIREMENT PLANNING OCT 04, 2015
U.S. retirement assets flat in second quarter

ICI says assets in DC plans rose slightly to $6.8 trillion, up 0.4% from the quarter ended March 31. Of that, $4.7 trillion was in 401(k) plans.

By Meaghan Kilroy
Retirement specialists have outsized influence in adviser-sold DC market
RETIREMENT RETIREMENT PLANNING OCT 02, 2015
Retirement specialists have outsized influence in adviser-sold DC market

Plan sponsors have turned to experts as they've recognized the full scope of their responsibility with respect to DC plans.

By Greg Iacurci
What advisers should listen for in Tuesday's Democratic presidential debate
RETIREMENT RETIREMENT PLANNING OCT 01, 2015
What advisers should listen for in Tuesday's Democratic presidential debate

DOL fiduciary rule, taxes and Social Security are all prime subjects for discussion as five contenders look for opportunities to stand out.

By Liz Skinner
What advisers need to know when working with May-December couples
RETIREMENT RETIREMENT PLANNING OCT 01, 2015
What advisers need to know when working with May-December couples

Six areas in which planning for couples with a wide age difference may require different financial advice.

By Laura Sanicola
RETIREMENT RETIREMENT PLANNING SEP 30, 2015
More employees enroll in health savings accounts, 401(k)s

New study finds auto enrollment plans help a lot of workers as fears surrounding the financial crisis fade.

By Laura Sanicola
RETIREMENT RETIREMENT PLANNING SEP 30, 2015
Employees enrolling in health savings accounts, 401(k)s more than ever: report

BofA study finds auto enrollment plans helping a lot but workers, particularly younger ones, are more confident as the financial crisis continues to fade.

By Laura Sanicola
RETIREMENT RETIREMENT PLANNING SEP 30, 2015
Health care costs for retired couples climb 11% over 2014: Fidelity

65-year-old couple retiring this year should expect to spend $245,000 on health care costs, up $25K from last year.

By Laura Sanicola
RETIREMENT RETIREMENT PLANNING SEP 30, 2015
Health benefits: Here's what you need to know to make the most of them

This is how to wade through the alphabet soup of HDHPs, HSAs, FSAs and more.

By Bloomberg
Wagner bill to stop DOL fiduciary up for a vote this week
RETIREMENT RETIREMENT PLANNING SEP 30, 2015
Wagner bill to stop DOL fiduciary up for a vote this week

A House committee will take up the measure Wednesday, but Rep. Ann Wagner says it isn't clear when it would come before the full House and how much bipartisan support it would garner.

By Greg Iacurci
New research shows 401(k) plans produce same level of asset accumulation as traditional pensions
RETIREMENT RETIREMENT PLANNING SEP 30, 2015
New research shows 401(k) plans produce same level of asset accumulation as traditional pensions

Alicia Munnell, a longtime critic of 401(k) plans, says she will no longer deride defined contribution plans for producing less savings than a traditional pension.

By Greg Iacurci
Social Security filing tip: Don't let clients file early
RETIREMENT RETIREMENT PLANNING SEP 30, 2015
Social Security filing tip: Don't let clients file early

Every year, Americans give up thousands of dollars of income by filing for Social Security benefits too early. New study finds a third of people who file early had enough assets in IRAs to make up for two years of Social Security checks.

By Bloomberg