Retirement Planning

Displaying 7962 results
RETIREMENT PLANNING SEP 02, 2014
What top 401(k) plans do differently

A new ranking reveals which industries have the best plans — and what features set them apart.

By Darla Mercado
RETIREMENT PLANNING SEP 02, 2014
Some target-date funds are boosting equities

As financial crisis recedes, participants' risk tolerance levels climb and providers adjust

By Robert Steyer
RETIREMENT PLANNING AUG 31, 2014
Small businesses still ailing in wake of Affordable Care Act

The ACA has helped individuals, but small business employers continue to struggle with the new law. <b><i>Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20140831/HEALTH&quot;>Don't miss our full Health Care Planning special report.</a></b></i>

By Darla Mercado
EQUITIES AUG 29, 2014
Bears are giving up and that could be a bad sign

<i>Breakfast with Benjamin:</i> What's it mean when bears capitulate? Plus: The housing market recovery and homebuilder ETFs; 529s not so popular and here's why; Apple's big news; and the long-term-care insurance question.

By Jeff Benjamin
Lump sum or monthly pension? How I made my decision
RETIREMENT PLANNING AUG 29, 2014
Lump sum or monthly pension? How I made my decision

The question is one advisers are likely to hear more often. The answer depends on a person's financial needs, life expectancy and access to other assets.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 28, 2014
Voya Financial taps former Great-West president Nelson as CEO of retirement

Replaces Maliz Beams, who resigned last October

By Robert Steyer
RETIREMENT PLANNING AUG 28, 2014
Inflation and investment returns should factor into your Social Security decisions

Most people benefit from a delayed claiming strategy, but there are always exceptions

By Mary Beth Franklin
RETIREMENT PLANNING AUG 28, 2014
States take auto IRAs into own hands while Washington dawdles

Retirement security a top concern for states discussing options for workers whose companies don't offer plans.

By Mark Schoeff Jr.
RETIREMENT PLANNING AUG 27, 2014
Great-West Financial rebranding its retirement businesses

New combinations with J.P. Morgan Retirement Plan Services and Putnam Investments gives the firm broader market access.

By Darla Mercado
RETIREMENT PLANNING AUG 27, 2014
Anna Nicole Smith's estate battle is going strong

No premature endings: the story of the stripper and the oli tycoon continues after 19 years

By Danielle and Andy Mayoras
RETIREMENT PLANNING AUG 27, 2014
The 401(k) retirement complex: Retooling Americans' nest egg

Jerry Schlichter says 401(k)s &amp;mdash; and the 401(k) retirement complex &amp;mdash; need to retool so they work primarily in the best interests of American savers.

By Bloomberg
RETIREMENT PLANNING AUG 25, 2014
Want to escape taxes, privacy laws? Try Monaco

With a $400 billion penthouse on offer, the principality is increasingly popular among the uber wealthy.

By Bloomberg
RETIREMENT PLANNING AUG 25, 2014
For (almost) every rule there are exceptions

There are more than 2,700 &quot;rules&quot; around claiming Social Security benefits and most of them can be broken

By Mary Beth Franklin
RETIREMENT PLANNING AUG 21, 2014
Why postponing Social Security benefits makes more sense now

By Mary Beth Franklin
RETIREMENT PLANNING AUG 21, 2014
Everyone's talking about postponing Social Security benefits

By Mary Beth Franklin
RETIREMENT PLANNING AUG 21, 2014
What grabbed InvestmentNews readers this week

A big arbitration award, a story about recruiting bonuses and how Vanguard grabbed Pimco's bond crown were among the most read stories this week on InvestmentNews.com. Plus: Lessons from Robin Williams' estate and another investment team loss at LPL.

By lkonish
RETIREMENT PLANNING AUG 21, 2014
DOL eyes brokerage windows in 401(k) plans

The agency's request for more information on the choices and disclosures available to participants could set the stage for new rule making.

By Darla Mercado
RETIREMENT PLANNING AUG 21, 2014
Minimum Social Security benefit protects survivors

Widow's benefit could be larger than deceased spouse's reduced amount.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 21, 2014
Wife's unexpected death draws Social Security questions

Widower wonders whether he should change claiming plans.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 21, 2014
How higher Medicare premiums affect Social Security benefits

One woman finds out the real reason why her Social Security check declined.

By Mary Beth Franklin