Retirement Planning

Displaying 8408 results
RETIREMENT PLANNING OCT 07, 2013
Don't let the tax tail wag the dog

Strategies to mitigate new surtax could kick Medicare prices higher

By Darla Mercado
RETIREMENT PLANNING OCT 04, 2013
Will older advisers pay more than younger colleagues for health care coverage?

Small-business health care plans traditionally have based rates on the average age of employees, so that older individuals in a plan benefited from lower rates if there were many younger employees.

By Liz Skinner
RETIREMENT PLANNING OCT 04, 2013
Shutdown leads retirement plan regulator to hit pause

Labor Department's hiatus to delay investigations, enforcement actions

By Darla Mercado
RETIREMENT PLANNING OCT 04, 2013
Gundlach to oversee $450M in annuities push

By Matt Ackermann
RETIREMENT PLANNING OCT 04, 2013
Health insurance exchange cost info released

Government also releases examples of how coverage could work.

By Darla Mercado
RETIREMENT PLANNING OCT 02, 2013
Found: lost Social Security funds

How one woman stumbled on retroactive benefits she didn't know she was owed

By Mary Beth Franklin
RETIREMENT PLANNING OCT 02, 2013
Social Security: Making up for lost time

By Mary Beth Franklin
RETIREMENT PLANNING OCT 02, 2013
Resist the urge to grab Social Security benefits early

Don't fear, retirement benefits won't disappear in the future.

By Mary Beth Franklin
RETIREMENT PLANNING OCT 02, 2013
Brash REIT boss hires his opposite

Hard-charging Schorsch hires white-shoe Roth to run broker-dealer.

By Bruce Kelly
RETIREMENT PLANNING OCT 02, 2013
Putnam's Reynolds repeats call for automatic workplace retirement savings

CEO faces headwinds in Washington after pitched battles over Obamacare.

By Mark Schoeff Jr.
RETIREMENT PLANNING OCT 01, 2013
Gundlach to oversee $450M in annuities push

The manager of the top-performing DoubleLine Total Return Bond Fund, is expanding to variable annuities by subadvising a fund modeled after his flagship for Prudential Plc's Jackson National Life Insurance.

By Matt Ackermann
RETIREMENT PLANNING OCT 01, 2013
Are 401(k) options more confusing than health insurance benefits?

Schwab says participants are clearly puzzled about choosing the right investment mix.

By DJAMIESON
RETIREMENT PLANNING OCT 01, 2013
Tough lessons for advisers from Hutcheson 401(k) case

From ERISA's teeth to who handles fiduciary duties, plenty to take away from saga.

By Darla Mercado
RETIREMENT PLANNING OCT 01, 2013
Retirement attorneys say Yale prof's 401(k) charges hot air

A trio of retirement attorneys has picked apart Yale Law professor Ian Ayers' letters to 401(k) plan sponsors and has debunked his claims of too high fees and limited menu options. <i>Plus: <a href=&quot;http://www.investmentnews.com/article/20130718/FREE/130719905&quot;>What the letters say</a> </i>

By Darla Mercado
RETIREMENT PLANNING SEP 30, 2013
Magic retirement number is 66, but Medicare a key factor

New study finds employee and retiree health care coverage impacts length of working life

By Darla Mercado
RETIREMENT PLANNING SEP 29, 2013
Penn Mutual lays off team of wholesalers and relationship managers

Firm doesn't want 'too much' in variable annuity sales.

By Darla Mercado
RETIREMENT PLANNING SEP 29, 2013
Some could break even with Axa's latest VA buyout offers

By Darla Mercado
RETIREMENT PLANNING SEP 26, 2013
Turning to social media for retirement savings info

More firms using Twitter, LinkedIn, Facebook but workers missing out.

By Megan Durisin
RETIREMENT PLANNING SEP 26, 2013
Annuities changes puzzle advisers

Advisers admit that variable annuities' varying product features and investment menus pose challenges, and insurers could do more to improve their clarity.

By Darla Mercado
RETIREMENT PLANNING SEP 26, 2013
A real life case of confused claiming strategies

When to use 'file and suspend' vs. a restricted claim for spousal benefits.

By Mary Beth Franklin