Retirement Planning

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RETIREMENT PLANNING AUG 24, 2015
Now is not the time to look at your 401(k) investment performance

You no longer have to wait for a quarterly statement; you can log on right now and look. However, do yourself a favor — and don't.

By Megan McArdle
Amazon's risky 401(k) plan
RETIREMENT PLANNING AUG 24, 2015
Amazon's risky 401(k) plan

Online retail giant's retirement program doesn't have much in common with its Silicon Valley peers, with company matches made entirely in Amazon stock.

By Bloomberg
RETIREMENT PLANNING AUG 24, 2015
Health-care scammers commit Medicare fraud beyond U.S. borders

Florida health-care companies illegally billed the government $25 million for services to people in Nicaragua.

By Bloomberg
OPINION AUG 24, 2015
Now is not the time to look at 401(k)s

We live in the Internet age, and clients no longer have to wait for a quarterly statement. They can log on right now and look. Tell them not to.

By Megan McArdle
Is the bull market making advisers and investors behave better?
RETIREMENT PLANNING AUG 24, 2015
Is the bull market making advisers and investors behave better?

Mutual fund investors get closer to capturing 100% of the returns of the funds they invest in, according to Morningstar.

By Trevor Hunnicutt
It's early days for most robos eyeing the 401(k) market
RETIREMENT PLANNING AUG 24, 2015
It's early days for most robos eyeing the 401(k) market

As Financial Engines & Wells Fargo announce their partnership, there are only a handful of automated investment services competing for defined contribution retirement plan participants.

By Alessandra Malito
RETIREMENT PLANNING AUG 21, 2015
Surprise: It may be wiser to pay smaller loans first

A new study suggests that the quickest way out of debt may be getting 'small victories.'

By Trevor Hunnicutt
RETIREMENT PLANNING AUG 21, 2015
MetLife launches first longevity annuity for individual clients' retirement accounts

Latest product comes as qualified longevity annuity contracts look for a place in retirement accounts.

By Trevor Hunnicutt
RETIREMENT PLANNING AUG 20, 2015
Why women need life insurance

Having the right life insurance policy can give moms a peace of mind knowing their families will be taken care of if the worst were to happen.

By Ryan Daly
RETIREMENT PLANNING AUG 20, 2015
Don't let health care costs derail your retirement plans

Tools can help you to refine cost projections and reduce Medicare surcharges.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 19, 2015
Labor Department gets state-based auto-IRA rule plans together

Once approved by the Office of Management and Budget, a proposed rule is expected to be issued by the end of the year.

By Hazel Bradford
EBRI hires Mercer partner Conaway to replace Salisbury as CEO
RETIREMENT PLANNING AUG 19, 2015
EBRI hires Mercer partner Conaway to replace Salisbury as CEO

New executive will leave consulting firm at end of September; has been on benefits research firm's board for more than a decade.

By Rob Kozlowski
RETIREMENT PLANNING AUG 19, 2015
How you should react to the IRS data breach

The number of citizens exposed in the tax hack reportedly triples. What if you were a victim of the cyber-crime?

By Liz Skinner
Delaying Social Security may boost Medicare costs
RETIREMENT PLANNING AUG 19, 2015
Delaying Social Security may boost Medicare costs

Clients who elected to file and suspend their Social Security benefits will be hit with a big Medicare Part B increase next year but don't panic. Delaying is still a good strategy.

By Mary Beth Franklin
Then and now: A look back at Social Security's 80-year history
RETIREMENT PLANNING AUG 18, 2015
Then and now: A look back at Social Security's 80-year history

The program's anniversary underscores its crucial role in retirement security.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 17, 2015
Don't wait 'til year-end to focus on tax-management strategies

Take action now and proactively follow these tax tips rather than waiting until it's too late.

By Joyce Schnur
RETIREMENT PLANNING AUG 17, 2015
Eight ways to get your retirement finances in shape now

Here's how you can create a Plan B to relying on Social Security.

By Bloomberg
RETIREMENT PLANNING AUG 17, 2015
How wealthy young heirs are learning to buy art

Some parents or grandparents require heirs to take a financial education curriculum before telling them how wealthy they are and what they will inherit.

By Bloomberg
Asset managers beat the bushes to woo reclusive family offices
RETIREMENT PLANNING AUG 17, 2015
Asset managers beat the bushes to woo reclusive family offices

They trot out celebrity executives, hold conferences and make sweetened investment offers to bring in private wealth to private equity.

By Bloomberg
RETIREMENT PLANNING AUG 14, 2015
Could private equity become your next retirement investment?

Investors with a net worth lower than $1 million, or those earning less than $200,000 a year, should be able to put some of their retirement savings in private equity vehicles, argues Carlyle Group's David Rubenstein.

By Bloomberg