Retirement Planning

Displaying 7961 results
Schwab, Morningstar partner on 401(k) managed accounts
RETIREMENT PLANNING OCT 30, 2015
Schwab, Morningstar partner on 401(k) managed accounts

Schwab Retirement Plan Services is trying to get advisers more involved in 401(k) managed accounts through a new service for customized fund selection and portfolio construction for participants.

By Greg Iacurci
Time to rethink retirement plans amid Social Security changes
RETIREMENT PLANNING OCT 29, 2015
Time to rethink retirement plans amid Social Security changes

Retirees will need to account for income shortfalls now that two popular Social Security claiming strategies are coming to an end.

By Mark Schoeff Jr.
RETIREMENT PLANNING OCT 29, 2015
Warning: You might get dumped by your pension plan

More companies may want to get rid of liabilities by offering participants a chance to take their pensions all at once if budget deal goes through.

By Bloomberg
Budget deal would nix popular Social Security claiming strategies
RETIREMENT PLANNING OCT 29, 2015
Budget deal would nix popular Social Security claiming strategies

Loss of file and suspend and some spousal benefits could catch near-retirees off guard.

By Mark Schoeff Jr.
RETIREMENT PLANNING OCT 28, 2015
Budget deal could take $50,000 bite out of Americans' lifetime benefit

A new deal reached by President Barack Obama and congressional leaders would end strategies that retirees are using to get more money out of the Social Security system.

By Bloomberg
RETIREMENT PLANNING OCT 28, 2015
Why working your way through college doesn't really pay

A new study from Georgetown University found that working past 15 to 20 hours per week "can harm academic performance."

By Bloomberg
RETIREMENT PLANNING OCT 28, 2015
'Til retirement do us part? Spouses disagree on spending golden years together

While 60% of men cite spending more time with their wives as one of the strongest motivations to retire, just 43% of women say the same.

By Bloomberg
Game almost over for Social Security claiming strategies
RETIREMENT PLANNING OCT 28, 2015
Game almost over for Social Security claiming strategies

Congressional budget deal provision could affect current and future retirees.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 26, 2015
Genworth doubles down on LTC business in challenging market

The firm is suspending sales in traditional life insurance and fixed annuity products in the first quarter of 2016.

By Greg Iacurci
RETIREMENT PLANNING OCT 26, 2015
Adviser coalition calls on Congress to reject attempts to stop DOL fiduciary rule

Rep. Peter Roskam and colleagues' 'legislative principles' for retirement advisers refer only to disclosing conflicts, not mitigating them, FPC says.

By Mark Schoeff Jr.
With more workers lacking 401(k) plans, retirement savings crisis grows
RETIREMENT PLANNING OCT 26, 2015
With more workers lacking 401(k) plans, retirement savings crisis grows

Even those with plans save the maximum and few set aside money in IRAs or Roth IRAs.

By Bloomberg
Hedging against triple whammy of Medicare price hikes
RETIREMENT PLANNING OCT 26, 2015
Hedging against triple whammy of Medicare price hikes

The price tag for Medicare is expected to swell dramatically Jan. 1 as the result of several factors.

By Katy Votava
Advisers form coalition to oppose DOL fiduciary rule
RETIREMENT PLANNING OCT 26, 2015
Advisers form coalition to oppose DOL fiduciary rule

Grassroots organization is sponsored by a trade association for life insurance companies.

By Mark Schoeff Jr.
DOL proposes rule to grease wheels for states to set up private-sector retirement programs
RETIREMENT PLANNING OCT 22, 2015
DOL proposes rule to grease wheels for states to set up private-sector retirement programs

Labor Secretary Perez says proposal would validate approach that states like Illinois, California and Oregon are taking.

By Hazel Bradford
RETIREMENT PLANNING OCT 22, 2015
Should you take a lump sum payout on your pension?

Consider these four things before taking that big chunk of money your former employer offers you.

By Bloomberg
RETIREMENT PLANNING OCT 22, 2015
These benefits are even more popular than raises

With wages stagnant, employers have found something else to attract and retain employees.

By Bloomberg
4 ways the Labor Department is about to rock our world
RETIREMENT PLANNING OCT 22, 2015
4 ways the Labor Department is about to rock our world

The proposed fiduciary standard will have the biggest impact since the deregulation of the securities industry a few decades ago.

By Joe Duran
RETIREMENT PLANNING OCT 21, 2015
Baby boomers, shift to 401(k)s will send megabucks to advisers by 2020

New report forecasts $1.5T will flow to defined contribution and retail investment markets.

By Greg Iacurci
RETIREMENT PLANNING OCT 21, 2015
Is it better to rent or buy?

Across the U.S., it's 23% cheaper for a young household to buy a home than to rent one. Find out where it's best to buy now.

By Bloomberg
Pension trade group believes DOL fiduciary rule is all but inevitable
RETIREMENT PLANNING OCT 21, 2015
Pension trade group believes DOL fiduciary rule is all but inevitable

American Society of Pension Professionals and Actuaries now plans to shape -- not kill -- the proposal.

By Mark Schoeff Jr.