Retirement Planning

Displaying 7962 results
RETIREMENT PLANNING MAY 13, 2015
Missed Social Security claiming opportunity costs client more than $29,000

Which is harder to swallow: realizing that your advice cost a client more than $29,000 in lost Social Security benefits or owning up to the mistake?

By Mary Beth Franklin
How gamification can help get clients to plan for retirement
OPINION MAY 12, 2015
How gamification can help get clients to plan for retirement

People are more apt to change their behaviors when they are engaged in fun, achievement-oriented tasks with established rewards.

By Carolyn Nees
RETIREMENT PLANNING MAY 12, 2015
No excuse for small companies' lousy 401(k)s anymore

A shocking number of plans still charge more than 2% in fees, but technology is changing the game.

By Bloomberg
Elder care needs will transform advice industry
RETIREMENT PLANNING MAY 12, 2015
Elder care needs will transform advice industry

Demand will shift from retirement income to housing and care issues.

By Mary Beth Franklin
Split with White House widens as Democratic lawmakers ask DOL to extend comment deadline on fiduciary rule
RETIREMENT PLANNING MAY 12, 2015
Split with White House widens as Democratic lawmakers ask DOL to extend comment deadline on fiduciary rule

House and Senate Dems sent separate letters this week to Labor Secretary Thomas Perez asking him to add 45 days to the 75-day comment period.

By Mark Schoeff Jr.
Employees losing a whopping $24B in retirement savings
RETIREMENT PLANNING MAY 11, 2015
Employees losing a whopping $24B in retirement savings

The typical worker forfeits $1,336 a year in lost 401(k) employer matches. Are you one of them?

By Mary Beth Franklin
RETIREMENT PLANNING MAY 11, 2015
Rich kids of Instagram: Is an inheritance a blessing or a curse?

How do you instill values in your children so that even the most privileged work for the benefit of their families and others?

By Bloomberg
RETIREMENT PLANNING MAY 10, 2015
Secrets to surviving a rising rate environment

Adding a mix of nontraditional investments to fixed-income holdings can help.

By Christopher D. Long
RETIREMENT PLANNING MAY 07, 2015
Four retirement mistakes investors are making now

Once, these moves might have been seen as wise. But the environment has changed.

By Bloomberg
Online financial advisers edge into retirement market
RETIREMENT PLANNING MAY 06, 2015
Online financial advisers edge into retirement market

For now, the service provided is advice, rather than management.

By Alessandra Malito
Betterment gets a finger-hold in retirement advice market
RETIREMENT PLANNING MAY 06, 2015
Betterment gets a finger-hold in retirement advice market

It will be tough, however, to compete with 401(k) behemoth Financial Engines.

By Alessandra Malito
Entice employees to save for retirement with a creative campaign
RETIREMENT PLANNING MAY 06, 2015
Entice employees to save for retirement with a creative campaign

Advisers must go further than automatic features if they'd like to get employees interested in saving at work.

By Darla Mercado
Financial industry asks DOL for more time on fiduciary rule
RETIREMENT PLANNING MAY 06, 2015
Financial industry asks DOL for more time on fiduciary rule

Groups say they need an extra 45 days above the 75-day comment period to respond.

By Mark Schoeff Jr.
Expect tumult for broker-dealers if DOL fiduciary plan goes through
RETIREMENT PLANNING MAY 06, 2015
Expect tumult for broker-dealers if DOL fiduciary plan goes through

Retirement plan experts predict a major shake-up in the way broker-dealers do business with small retirement plans and IRAs — all thanks to a prohibited transaction exemption in the Labor Department's new fiduciary duty proposal.

By Darla Mercado
RETIREMENT PLANNING MAY 05, 2015
These individuals are more likely to lapse on long-term-care insurance

If circumstances are such that an investor can no longer afford premium payments, the last thing they should do is do away with the contract, according to one expert.

By Greg Iacurci
Big change coming soon for high-income Medicare beneficiaries
RETIREMENT PLANNING MAY 05, 2015
Big change coming soon for high-income Medicare beneficiaries

Buried in the new “Doc Fix” law are provisions that will adversely affect some folks on Medicare.

By Katy Votava
401(k) savings rates of 3% not doing the job
RETIREMENT PLANNING MAY 05, 2015
401(k) savings rates of 3% not doing the job

Level used in a government example has become the norm as some companies move to 4, 5 or 6% while retirement experts say 15% is really what's needed.

By Bloomberg
The do's and don'ts of retirement planning
RETIREMENT PLANNING MAY 05, 2015
The do's and don'ts of retirement planning

Rule No. 1: Stop being an asset manager and become a plan manager.

By Darla Mercado
401(k) savings rates of 3% not doing the job for workers
RETIREMENT PLANNING MAY 05, 2015
401(k) savings rates of 3% not doing the job for workers

Level used in a government example has become the norm as some companies move to 4, 5 or 6% while retirement experts say 15% is really what's needed.

By Bloomberg
Dying penniless: It's not just the poor
RETIREMENT PLANNING MAY 05, 2015
Dying penniless: It's not just the poor

Nearly a quarter of retirees 85 and older are dying with assets of less than $10,000

By Bloomberg