Retirement Planning

Displaying 7913 results
Vestwell targeting 401(k) TPAs with pair of new products
RETIREMENT RETIREMENT PLANNING SEP 12, 2022
Vestwell targeting 401(k) TPAs with pair of new products

The record-keeping platform announced that it's releasing a third-party administrator partner product, Vestwell Flex, as well as a TPA portal.

By Gregg Greenberg
Hub acquires assets of benefit plan consultant
RETIREMENT RETIREMENT PLANNING SEP 08, 2022
Hub acquires assets of benefit plan consultant

Direct Advisors of Latham, New York, specializes in serving nonunion construction companies.

By InvestmentNews
Morgan Stanley introduces aggregation of held-away retirement accounts
RETIREMENT RETIREMENT PLANNING SEP 07, 2022
Morgan Stanley introduces aggregation of held-away retirement accounts

Morgan Stanley at Work is rolling out a Corporate Retirement Portal to give its plan advisers a consolidated view of retirement data.

By Ryan W. Neal
Social Security minimum benefit rule for survivors
RETIREMENT RETIREMENT PLANNING SEP 07, 2022
Social Security minimum benefit rule for survivors

Widows and widowers can boost their survivor benefits by waiting until their full retirement age to claim.

By Mary Beth Franklin
Big change is coming for 401(k)s
RETIREMENT OPINION SEP 06, 2022
Big change is coming for 401(k)s

The move to provide guaranteed lifetime income products in defined-contribution plans will transform retirement planning.

By Mitchell Shames
10 best HSAs for investing in 2022
RETIREMENT RETIREMENT PLANNING SEP 03, 2022
10 best HSAs for investing in 2022

Morningstar’s ranking of health savings accounts factors in menu design, the quality of the investments offered, the cost to investors and the investment threshold.

By InvestmentNews
Single women trailing married counterparts when it comes to retirement, EBRI says
RETIREMENT RETIREMENT PLANNING SEP 02, 2022
Single women trailing married counterparts when it comes to retirement, EBRI says

The latest report from the Employee Benefit Research Institute offers a significant wake-up call when it comes to single female employees and their retirement prospects.

By Gregg Greenberg
Where will crypto head this fall?
RETIREMENT RETIREMENT PLANNING SEP 01, 2022
Where will crypto head this fall?

Investors are debating whether to hold or not to hold cryptocurrency in their IRAs or 401(k)s ahead of Wall Street's traditionally volatile fall season.

By Gregg Greenberg
Legislation would end taxes on Social Security payments
RETIREMENT RETIREMENT PLANNING SEP 01, 2022
Legislation would end taxes on Social Security payments

A bill introduced by Rep. Angie Craig, D-Minn., faces long odds this year, while the prospects for broader reform of the program depend on the outcome of November's election.

By Mark Schoeff Jr.
Pensions ahead of ESG funds on proxy votes
RETIREMENT RETIREMENT PLANNING SEP 01, 2022
Pensions ahead of ESG funds on proxy votes

Compared with general shareholder votes, defined-benefit programs were much more likely to support resolutions around ESG governance and worker protection.

By Emile Hallez
Inflation nudges retirement plan participants to adopt healthy habits
RETIREMENT OPINION AUG 31, 2022
Inflation nudges retirement plan participants to adopt healthy habits

While the current economy is causing uncertainty and jitters, it’s also encouraging participants to act more like institutional investors.

By Nick Della Vedova and Jeff Elvander
RPA offers expanded adviser managed accounts
RETIREMENT RETIREMENT PLANNING AUG 31, 2022
RPA offers expanded adviser managed accounts

The RIA specializing in public-sector retirement plans is working with Stadion on participant-level personalization and using EPIC's record-keeping platform.

By InvestmentNews
Make the right initial Medicare decision
RETIREMENT RETIREMENT PLANNING AUG 30, 2022
Make the right initial Medicare decision

As clients consider the different types of coverage, they need to ask the correct questions and observe sign-up deadlines.

By Mary Beth Franklin
Retirement plan providers' investments in technology are paying off
RETIREMENT RETIREMENT PLANNING AUG 29, 2022
Retirement plan providers' investments in technology are paying off

A quarter of plan participants now prefer to receive 401(k) account information via email, up from 9% in 2020, according to Cerulli Associates.

By Ryan W. Neal
Top retirement providers ranked on digital experience
RETIREMENT RETIREMENT PLANNING AUG 27, 2022
Top retirement providers ranked on digital experience

As the market sell-off erodes investors’ savings, they’re becoming more critical of the platforms provided by their retirement plans.

By InvestmentNews
Delaware becomes 16th state to join auto-IRA ranks
RETIREMENT RETIREMENT PLANNING AUG 26, 2022
Delaware becomes 16th state to join auto-IRA ranks

Gov. John Carney signed the Delaware EARNS Act, which requires businesses with more than five employees that don't offer a retirement plan to enroll in the state program.

By Gregg Greenberg
Hub unit launches financial wellness service
RETIREMENT RETIREMENT PLANNING AUG 25, 2022
Hub unit launches financial wellness service

Companies can use Hub FinPath to give their workers access to financial coaches as well as online tools.

By InvestmentNews
Social Security spousal benefits explained
RETIREMENT RETIREMENT PLANNING AUG 25, 2022
Social Security spousal benefits explained

It seems like a good time to review the who, what, when and how much of Social Security spousal benefits, and the different rules — and benefit amounts — for spouses versus survivors.

By Mary Beth Franklin
Merit acquires $830 million Wisconsin team
RETIREMENT RETIREMENT PLANNING AUG 25, 2022
Merit acquires $830 million Wisconsin team

Mersberger Financial Group will form the base of Merit’s new retirement plan business.

By InvestmentNews
Texas publishes fund blacklist for state pensions
RETIREMENT RETIREMENT PLANNING AUG 24, 2022
Texas publishes fund blacklist for state pensions

BlackRock, UBS and Schroders are among the financial firms called out by the state comptroller for their 'boycott' of fossil-fuel companies.

By Emile Hallez