Retirement Planning

Displaying 8298 results
States should have flexibility in crafting workplace-based retirement plans: GAO
RETIREMENT PLANNING SEP 23, 2015
States should have flexibility in crafting workplace-based retirement plans: GAO

Report looks at estimates of workplace retirement savings program coverage, strategies used by states and other countries to expand coverage among private-sector workers and challenges that states could face.

By Hazel Bradford
Transamerica to buy Mercer's defined-contribution record-keeping business
RETIREMENT PLANNING SEP 23, 2015
Transamerica to buy Mercer's defined-contribution record-keeping business

The deal is expected to add $71 billion in assets under administration and 917,000 participants to Transamerica's record-keeping platform.

By Greg Iacurci
NextCapital takes on competing retirement robos with 401(k) account aggregation
RETIREMENT PLANNING SEP 23, 2015
NextCapital takes on competing retirement robos with 401(k) account aggregation

With such automated functionality, advisers can pull data from various sources to create a comprehensive financial plan.

By Alessandra Malito
How to shop smart during Medicare annual enrollment
RETIREMENT PLANNING SEP 23, 2015
How to shop smart during Medicare annual enrollment

This is the time of year when everyone on Medicare can reevaluate features of their plans to see if they're getting the best coverage at the best price.

By Katy Votava
401(k) advice gap presents opportunity for advisers
RETIREMENT PLANNING SEP 23, 2015
401(k) advice gap presents opportunity for advisers

Participants want professional retirement-planning advice, but many aren't using it when offered, according to a Schwab study, giving advisers a chance to shine.

By Greg Iacurci
RETIREMENT PLANNING SEP 22, 2015
Texas securities regulator cracks down on firm selling pension streams

Company accused of making “misleading and deceiving” statements to investors

By Christine Idzelis
RETIREMENT PLANNING SEP 22, 2015
Here's what would happen if the richest person in every country gave all their money to the poor

It'd mean more in Sweden but not much in India, as the latter has a much higher number of poverty-stricken citizens.

By Bloomberg
RETIREMENT PLANNING SEP 22, 2015
Good omen? Mortgage borrowing has bounced back

These numbers offer proof that the housing market may be turning a corner.

By Bloomberg
Betterment to become first major robo-adviser to offer 401(k) plans to employers
RETIREMENT PLANNING SEP 22, 2015
Betterment to become first major robo-adviser to offer 401(k) plans to employers

Breaking new ground in retirement planning, the automated investment service will begin offering 401(k) plans to employers, competing against giants such as TIAA-CREF, Vanguard, Prudential, Charles Schwab and Fidelity.

By Alessandra Malito
RETIREMENT PLANNING SEP 21, 2015
Economist sees widening inequality due to tax policy, evasion

Tax evasion by individuals costs governments $200 billion a year, and havens used by U.S. multinational companies cost $130 billion annually.

By Bloomberg
The latest data on life insurance companies and long-term-care providers
RETIREMENT PLANNING SEP 20, 2015
The latest data on life insurance companies and long-term-care providers

By InvestmentNews Data
OPINION SEP 20, 2015
7 risks for retirement income planning

Those entering retirement are crossing the threshold into an entirely foreign way of living, where they are vulnerable to several hazards.

By Wade Pfau
The rise and fall of commodities puts some advanced economies on the ropes
EQUITIES SEP 18, 2015
The rise and fall of commodities puts some advanced economies on the ropes

<i>Breakfast with Benjamin</i> The atrophy of the manufacturing sector as commodity prices wane is wreaking havoc on a number of advanced economies.

By Jeff Benjamin
The Fed sets the stage for a December tantrum
EQUITIES SEP 17, 2015
The Fed sets the stage for a December tantrum

<i>Breakfast with Benjamin</i>: Janet Yellen's September delay could lead to a December repeat of the taper tantrum.

By Jeff Benjamin
What would rising interest rates mean for you?
RETIREMENT PLANNING SEP 17, 2015
What would rising interest rates mean for you?

Here's what to do &amp;mdash; and not do &amp;mdash; when the Fed raises rates.

By Bloomberg
RETIREMENT PLANNING SEP 17, 2015
One year later, a dispatch from the retirement front

<i>Crain's Wealth</i> contributing editor reflects on how life has changed since her husband retired a year ago.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 17, 2015
Advisers need to brush up on plan participants' risks when taking lump sum distributions

Whether or not to take a lump sum is one of the most important decisions a plan participant will ever make.

By Blaine F. Aikin
RETIREMENT PLANNING SEP 16, 2015
Advisers must go beyond the three Fs to compete for retirement-plan business

In addition to fees, funds and fiduciary, specialist defined-contribution advisers are raising the stakes with conversations around plan health and design.

By Greg Iacurci
Unique 401(k) modeling app ups BlackRock's value-add for advisers
RETIREMENT PLANNING SEP 16, 2015
Unique 401(k) modeling app ups BlackRock's value-add for advisers

BlackRock's software, unique among DC vendors, riffs off the broader themes of retirement income and capturing advisers' attention with business-improvement solutions.

By Greg Iacurci
RETIREMENT PLANNING SEP 16, 2015
Senior savers play waiting game to reap benefits from Fed rate increases

CDs, saving-account interest rates will rise only slowly; liftoff could muffle political criticism that Fed hurts savers.

By Bloomberg