Retirement Planning

Displaying 7961 results
RETIREMENT PLANNING DEC 16, 2013
Group ignites debate on retirement plan benefits for same-sex couples

Spark Institute proposes uniform rule based on where couples were married

By Darla Mercado
RETIREMENT PLANNING DEC 16, 2013
Wait for it: Advisers to small plans gird for DOMA aftermath

Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act

By Darla Mercado
RETIREMENT PLANNING DEC 16, 2013
DOMA ruling dramatically changes financial planning for same-sex couples

The Supreme Court's ruling on Wednesday put an end to the law known as the Defense of Marriage Act. But it also marks the beginning of a new era in financial planning for gay couples.

By Liz Skinner
RETIREMENT PLANNING DEC 15, 2013
Advisers pick their poison with UL policies

By MFXFeeder
RETIREMENT PLANNING DEC 15, 2013
Advisers need to boost knowledge of Social Security

By MFXFeeder
RETIREMENT PLANNING DEC 15, 2013
Keep your eyes on the calendar

By MFXFeeder
RETIREMENT PLANNING DEC 13, 2013
International Paper to pay $30M to settle 401(k) lawsuit

Employees alleged the paper distributor breached its fiduciary duty.

By Darla Mercado
RETIREMENT PLANNING DEC 13, 2013
The trick of Social Security in first year of retirement

Earnings in months leading up to retirement date can be ignored.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 12, 2013
ING wins fixed-annuity deal as Allstate narrows focus

ING U.S. Inc. will begin selling fixed annuities through Allstate Corp. agencies as the largest publicly traded U.S. auto and home insurer ceases to offer its own brand of the retirement products.

By Matt Ackermann
RETIREMENT PLANNING DEC 12, 2013
Vanguard threatens to ground pilots from making 401(k) trades

The Southwest Airlines pilots, who subscribe to an investment newsletter, are hurting certain funds by trading en masse, Vanguard says

By Darla Mercado
RETIREMENT PLANNING DEC 12, 2013
Alts require due diligence

In the wake of fraud allegations over alternative investments, Bruce Kelly warns that advisers need to do their due diligence when choosing an alt. <b>More:</b> <a href=&quot;http://www.investmentnews.com/article/20130811/REG/308119973&quot;>Investors defrauded by real estate guru: Finra</a>

By Bruce Kelly
RETIREMENT PLANNING DEC 11, 2013
Ready or not? Surveys conflict on Americans' retirement preparedness

Are Americans ready for retirement or not? Depends on whether you are an optimist or pessimist &amp;mdash; new studies point to either yes or no. But according to two advisers, most people still have work to do.

By MDURISIN
RETIREMENT PLANNING DEC 10, 2013
SEC examiners 'are gunning for you'

The SEC has hired more and better professional examiners and any new registrants or any adviser who hasn't been vetted in the last 10 years &quot;will be getting a visit this year,&quot; securities lawyer Thomas Giachetti said Monday at the Schwab Impact Conference..

By Liz Skinner
RETIREMENT PLANNING DEC 10, 2013
Take Five: Carolyn McClanahan on health exchanges

The physician and financial planner on what advisers need to know about new health insurance choices

By Darla Mercado
RETIREMENT PLANNING DEC 10, 2013
Web traffic slows access to health insurance exchanges

Open-enrollment for new state and federal insurance has begun, but many sites have long-loading times

By Darla Mercado
File-and-suspend strategy works for singles, too
RETIREMENT PLANNING DEC 09, 2013
File-and-suspend strategy works for singles, too

Social Security strategy normally reserved for couples allows unmarried to hedge their bets.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 09, 2013
Senators seek more retirement plan pop

Legislators looking for ways to boost Americans' savings for retirement and access to advice.

By Liz Skinner
RETIREMENT PLANNING DEC 08, 2013
Is age 70 the new 65 for retirement?

Recent research shows that due to increases in Social Security's delayed-retirement credit, the real retirement age might now be 70.

By Mary Beth Franklin
RETIREMENT PLANNING DEC 05, 2013
Warning: 4% withdrawal rate unrealistic for retirement

New paper suggests flexibility around withdrawal rates, asset allocations is the best approach

By Darla Mercado
RETIREMENT PLANNING DEC 05, 2013
Sometimes life is not fair – and neither is Social Security

Divorced spouses eligible for vastly different benefits than new ones.

By Mary Beth Franklin