Retirement Planning

Displaying 8408 results
Plan sponsors gird for sticker shock with 401(k) fee disclosures
RETIREMENT PLANNING FEB 13, 2012
Plan sponsors gird for sticker shock with 401(k) fee disclosures

Companies are ignorant about charges levied by plan managers, advisers.

By Lavonne Kuykendall
Changes in tax law could take big bite out of Steve Jobs' estate
RETIREMENT PLANNING FEB 13, 2012
Changes in tax law could take big bite out of Steve Jobs' estate

Now the best time for heirs to sell Apple, Disney stakes; no reason 'not to sell all of it'

By John Goff
RETIREMENT PLANNING FEB 13, 2012
Fee decline in target date funds likely to persist

Target date fund fees have been declining year by year and basis point by basis point, and more cuts seem likely

By Robert Steyer
Wealthy clients on FaceBook deal: Z-z-z-z-z ...
RETIREMENT PLANNING FEB 12, 2012
Wealthy clients on FaceBook deal: Z-z-z-z-z ...

Many passing up what's seen as risky, over-hyped bet; don't want to be 'the last money in'

By John Goff
Is swimming phenom smart to turn down pool of cash?
RETIREMENT PLANNING FEB 10, 2012
Is swimming phenom smart to turn down pool of cash?

World aghast that Missy Franklin clings to amateur standing, but sports agent says the move could pay off in the long run

By Lavonne Kuykendall
How to put clients' retirement dreams back together again
RETIREMENT PLANNING FEB 09, 2012
How to put clients' retirement dreams back together again

Three advisers offer advice about rebuilding shattered nest eggs -- and hopes

By John Goff
Santorum's tax plan would add $1.3T to deficit, study finds
RETIREMENT PLANNING FEB 09, 2012
Santorum's tax plan would add $1.3T to deficit, study finds

Plenty of cuts 'but doesn't get rid of anything to help pay for that,' says Tax Policy Center

By John Goff
RETIREMENT PLANNING FEB 07, 2012
Romney's IRA holdings pique interest

By Bloomberg
Plan advisers want cost info first when talking to wholesalers
RETIREMENT PLANNING FEB 07, 2012
Plan advisers want cost info first when talking to wholesalers

Retirement plan advisers are most interested about fees and expenses when talking to fund wholesalers.

By Bloomberg
RETIREMENT PLANNING FEB 07, 2012
Eyes on college, not the cash

By Lavonne Kuykendall
Bridgewater, AQR take aim at DC assets
RETIREMENT PLANNING FEB 07, 2012
Bridgewater, AQR take aim at DC assets

Alternative investment managers Bridgewater Associates and AQR Capital Management are turning their attention to the defined contribution plan market with tweaks to their strategies.

By Christine Williamson
RETIREMENT PLANNING FEB 05, 2012
Matson: Advisers often play along with bad strategy to keep clients happy

By Bloomberg
Saving for retirement: Getting help from the boss
RETIREMENT PLANNING FEB 03, 2012
Saving for retirement: Getting help from the boss

If there is a silver lining to the financial crisis, it may be that Americans are finally waking up to the notion that they need to save more for retirement.

By Mary Beth Franklin
GRAT pack would get smacked by Obama plan
RETIREMENT PLANNING FEB 03, 2012
GRAT pack would get smacked by Obama plan

Proposal to extend holding period would dramatically diminish usefulness of grantor trusts to clients

By John Goff
RETIREMENT PLANNING FEB 03, 2012
Legit financial advisers and scammers both targeting seniors

By Bloomberg
Fee disclosures could put the squeeze on 401(k) fund firms
RETIREMENT PLANNING FEB 02, 2012
Fee disclosures could put the squeeze on 401(k) fund firms

Asset managers that provide investments and nothing else may feel pricing pressure from index funds, plans sponsors

By Darla Mercado
Will Labor Department's request slow fiduciary proposal?
RETIREMENT PLANNING FEB 02, 2012
Will Labor Department's request slow fiduciary proposal?

DOL asking industry groups for a bevy of info on IRAs; data to be used in cost-benefit analysis

By Mark Schoeff Jr.
RETIREMENT PLANNING FEB 02, 2012
Retirement plan brokers outsource fiduciary duties

As the Labor Department and lobbyists wrangle over who can provide advice to retirement plan participants, the marketplace has come up with an increasingly popular solution that satisfies current and potential requirements.

By Darla Mercado
RETIREMENT PLANNING FEB 02, 2012
Taking care of those left behind

Ten years later, Bernard M. Kiely still works with three of the 9/11 widows he met after volunteering his services through the New Jersey Society of Certified Public Accountants

By Darla Mercado
Headed to Indianapolis for the big game? Prepare for sticker shock
RETIREMENT PLANNING JAN 31, 2012
Headed to Indianapolis for the big game? Prepare for sticker shock

Flights to Indianapolis for the Super Bowl are pricey and admission is exorbitant, but the real shocker is what lodging is going for: The $1,333 motel room

By Bloomberg