Retirement Planning

Displaying 7962 results
Questions to ask when considering a continuing care retirement community
RETIREMENT PLANNING JUN 07, 2015
Questions to ask when considering a continuing care retirement community

Find out what kind of information you should know before committing to one of these assisted living facilities.

By Liz Skinner
RETIREMENT PLANNING JUN 05, 2015
TV ads don't offer great retirement advice

While reverse mortgages can be a valuable tool for retirees, they also have risks that investors may not expect.

By Bloomberg
RETIREMENT PLANNING JUN 04, 2015
Why wives should take the lead in retirement planning

Women are better suited to lead household financial planning, given a few key facts about how they invest.

By Bloomberg
RETIREMENT PLANNING JUN 03, 2015
Money Milestones: Downsides of a 529 college savings plan

Is handcuffing parents while they save for the children's college education a good thing?

By By Bill DeShurko
EQUITIES JUN 02, 2015
Advisers, pay attention to home-country bias in 401(k) menus

Eliminate over-allocations to the U.S. market by encouraging plan sponsors to add international options to menus and explaining diversification benefits to participants.

By Greg Iacurci
Supreme Court decision in 401(k) case may have profound effect on fiduciary debate
RETIREMENT PLANNING JUN 01, 2015
Supreme Court decision in 401(k) case may have profound effect on fiduciary debate

Portions of the recent decision appear to be at odds with the DOL's intentions.

By Brendan P. McGarry and Stefan R. Dandelles
RETIREMENT PLANNING JUN 01, 2015
Tax assessors scope out property with Cessnas, including in the Hamptons

Stymied by hedgerows and long driveways, local jurisdictions have found a way to look over the fences.

By Bloomberg
Reported Wells Fargo-Financial Engines deal may ease rollover harvest — for now, say experts
RETIREMENT PLANNING JUN 01, 2015
Reported Wells Fargo-Financial Engines deal may ease rollover harvest — for now, say experts

The relationship could work well for non-fiduciary reps who service retirement plans, but that would change if the Department of Labor's fiduciary rule proposal passes in its current form.

By Darla Mercado
Vanguard widens lead over Fidelity in managing retirement assets
RETIREMENT PLANNING JUN 01, 2015
Vanguard widens lead over Fidelity in managing retirement assets

Pensions & Investments survey finds fund giant still tops in managing retirement assets, followed by Fidelity. BlackRock is gaining ground, helped by target date, index funds.

By Robert Steyer
Why advisers need to stop scaring pre-retirees
RETIREMENT PLANNING MAY 29, 2015
Why advisers need to stop scaring pre-retirees

When clients start a financial conversation with decreased confidence and a perceived loss of control, they often resist taking action.

By Mary Beth Franklin
Best practices for retirement plan rollovers
RETIREMENT PLANNING MAY 28, 2015
Best practices for retirement plan rollovers

Advisers can provide basic education on distribution options, even if the Labor Department's proposed fiduciary rules are still murky.

By Darla Mercado
RETIREMENT PLANNING MAY 28, 2015
Integrate college, retirement plans

Calculation of need-based aid involves many factors, including 401(k) and IRA contributions.

By Troy Onink
RETIREMENT PLANNING MAY 27, 2015
Mansions swallow older homes as teardowns rise

Is this gentrification or adding value? A familiar debate over city centers moves to the suburbs.

By Bloomberg
Lessons for advisers from Supreme Court's decision on 401(k) excessive fees lawsuit
RETIREMENT PLANNING MAY 27, 2015
Lessons for advisers from Supreme Court's decision on 401(k) excessive fees lawsuit

A few suggestions for retirement plan advisers who want to protect their clients and themselves as 401(k)s face legal and regulatory scrutiny.

By Darla Mercado
RETIREMENT PLANNING MAY 27, 2015
Social Security's $12.4 million error

Agency overpays spousal benefits to some public employees, underpays others.

By Mary Beth Franklin
RETIREMENT PLANNING MAY 26, 2015
How a financial 'coach' can screw up your life

Anyone can hang out a shingle as a coach, but have they been trained?

By Bloomberg
Vanguard finds another way to get its ETFs in your clients' hands
RETIREMENT PLANNING MAY 26, 2015
Vanguard finds another way to get its ETFs in your clients' hands

With new presence in the ETF strategist game, Vanguard wins Envestnet, Cambridge and more retirement-plan business.

By Trevor Hunnicutt
EQUITIES MAY 22, 2015
Americans are saving more these days and that's not necessarily a good thing: Fink

<i>Breakfast with Benjamin:</i> BlackRock CEO Laurence Fink says low rates are pushing more Americans to boost savings as their fear of retirement security increases, thanks to low rates.

By Jeff Benjamin
The real reason the Federal Reserve isn't raising interest rates
RETIREMENT PLANNING MAY 22, 2015
The real reason the Federal Reserve isn't raising interest rates

<i>Breakfast with Benjamin</i>: The real reason the Fed is sitting on its hands boils down to a lousy employment market.

By Jeff Benjamin
Financial markets can smell a rate hike coming
EQUITIES MAY 22, 2015
Financial markets can smell a rate hike coming

<i>Breakfast with Benjamin</i>: Equity markets are abruptly adjusting to the notion that the Fed might finally get off the sidelines.

By Jeff Benjamin