Retirement Planning

Displaying 7959 results
CalPERS switches to all-passive DC plans
RETIREMENT PLANNING JUL 26, 2013
CalPERS switches to all-passive DC plans

When CalPERS talks, people listen. Hear this: the pension fund giant is switching to all passive funds in its DC plans, citing lower costs, participant preference.

By JKEPHART
RETIREMENT PLANNING JUL 26, 2013
Five budget items that target retirement accounts

By MFXFeeder
RETIREMENT PLANNING JUL 26, 2013
Reports of the death of retirement savings greatly exaggerated

New data reveal more cash stashed away than thought; plan sponsors wising up.

By Mary Beth Franklin
RETIREMENT PLANNING JUL 25, 2013
Finally, an Rx? Medical inflation plummets

A new study from Harvard shows that medical inflation plummeted between 2009 - 2011. The reasons? A wicked-bad recession, and yes, ObamaCare,

By John Goff
RETIREMENT PLANNING JUL 23, 2013
Decoding Social Security rules for spouses

By Andrew Leigh
RETIREMENT PLANNING JUL 23, 2013
Plan sponsors consider small-biz impact

By Darla Mercado
RETIREMENT PLANNING JUL 22, 2013
Replacement rates fall as women's earnings rise

Mary Beth Franklin on how working women are raising household income but also dramatically skewing Social Security payouts.

By Mary Beth Franklin
RETIREMENT PLANNING JUL 22, 2013
CBO report on tax incentives could incentivize tax reform foes

Wealthy get biggest bang from retirement savings deal, lower investment taxes.

By Mark Schoeff Jr.
RETIREMENT PLANNING JUL 21, 2013
Optimizing the use of GRATs

The grantor retained annuity trust is a very popular vehicle that's used in estate planning and wealth transfer.

By MFXFeeder
RETIREMENT PLANNING JUL 21, 2013
Letters to 401(k) sponsors cause adviser headaches

By Darla Mercado
RETIREMENT PLANNING JUL 18, 2013
Is your 401(k) more confusing than your health insurance?

Professional advice is key to getting your retirement nest egg in shape

By DJAMIESON
RETIREMENT PLANNING JUL 18, 2013
New York Life cuts initial deposit for annuity to attract youth

Critics say younger workers, with time on their side, don't need annuities.

By Darla Mercado
RETIREMENT PLANNING JUL 18, 2013
Life insurance would get a boost from Obama IRA cap plan

By Darla Mercado
RETIREMENT PLANNING JUL 17, 2013
Retirement: From theory to reality

By MFXFeeder
EQUITIES JUL 17, 2013
Coaxing boomers to keep investing

Advisers must convince clients they need assets besides cash and fixed income to sustain retirement

By Craig Brimhall
RETIREMENT PLANNING JUL 16, 2013
Mary Beth Franklin: Working women dramatically skewing Social Security payouts

Household replacement rates decline as women's earnings increase

By Mary Beth Franklin
RETIREMENT PLANNING JUL 16, 2013
Mary Beth Franklin: Social Security plan for an unplanned early retirement

Apply for disability and retirement benefits simultaneously

By Mary Beth Franklin
RETIREMENT PLANNING JUL 16, 2013
Mary Beth Franklin: New Social Security prospecting tool all sizzle, no steak

Marketing tool aimed at helping advisers land clients, but comes with no SocSec calculator

By Mary Beth Franklin
RETIREMENT PLANNING JUL 16, 2013
Reps responsible for variable annuity guidance: Regulators

Regulators are stressing that reps are on the hook and suitability rules apply when discussing variable annuities. Darla Mercado explains.

By Darla Mercado
RETIREMENT PLANNING JUL 16, 2013
The Hartford's rich VA buyout a lone rider

The Hartford's generous VA buyout deal is creating a buzz in the industry. Just don't expect other carriers to follow suit.

By Darla Mercado