Retirement Planning

Displaying 7999 results
Strong millennial demand pushing for increased ESG options in 401(k)s
RETIREMENT PLANNING NOV 09, 2022
Strong millennial demand pushing for increased ESG options in 401(k)s

66% of millennials would be more likely to contribute to their workplace retirement plan for the first time or increase their contribution if they knew their investments were doing social good.

By Gregg Greenberg
Platform lets retirement savers access crypto investments
RETIREMENT PLANNING NOV 07, 2022
Platform lets retirement savers access crypto investments

ForUsAll says its Alt401(k) platform enables employees to invest in crypto through a brokerage window. Meanwhile, the firm has filed a lawsuit challenging the DOL's crypto warning.

By Mark Schoeff Jr.
Study finds US women reach retirement with 75% of men’s wealth level
RETIREMENT PLANNING NOV 07, 2022
Study finds US women reach retirement with 75% of men’s wealth level

The report found that women in senior expert and leadership roles were found to have 62% of the accumulated wealth that their male counterparts enjoyed at retirement.

By InvestmentNews
3 guaranteed-income strategies for an uncertain economy
RETIREMENT PLANNING NOV 07, 2022
3 guaranteed-income strategies for an uncertain economy

Investors are clamoring for guaranteed-income strategies this year primarily due to an uncertain stock market and spiraling inflation.

By Gregg Greenberg
No need to claim Social Security to cash in on COLA
RETIREMENT PLANNING NOV 03, 2022
No need to claim Social Security to cash in on COLA

Anyone who's 62 or older in 2023 will benefit from the 8.7% cost-of-living increase to benefits that was recently announced for next year by the Social Security Administration.

By Mary Beth Franklin
One Digital adds New Jersey wealth management firm
RIA NEWS NOV 03, 2022
One Digital adds New Jersey wealth management firm

The deal for JFL Total Wealth Management, which has $300 million in AUM, brings One Digital's total assets to approximately $108.1 billion.

By InvestmentNews
Voya Financial acquires benefits administration company
RETIREMENT PLANNING NOV 03, 2022
Voya Financial acquires benefits administration company

Once the deal for Benefitfocus closes, Voya will serve roughly 38 million individuals.

By InvestmentNews
Employers tout HSAs for retirement savings, a pitch advisers already make to clients
RETIREMENT PLANNING NOV 01, 2022
Employers tout HSAs for retirement savings, a pitch advisers already make to clients

The triple tax benefits of health savings accounts can boost a nest egg while offering a way to cover medical expenses tax-free.

By Mark Schoeff Jr.
Tech stocks weigh on funds popular with 401(k) plans
EQUITIES OCT 31, 2022
Tech stocks weigh on funds popular with 401(k) plans

Some funds held in many retirement savings plan have large holdings of stocks like Meta, Amazon.com and Apple, which is hurting the funds' performance this year.

By Bloomberg
Americans expect to work longer, save more for retirement, survey shows
RETIREMENT PLANNING OCT 27, 2022
Americans expect to work longer, save more for retirement, survey shows

Americans age 18 and older anticipate they'll need $1.25 million to retire comfortably, a 20% spike since 2021.

By Gregg Greenberg
Deciphering a cryptic letter from Social Security
RETIREMENT PLANNING OCT 26, 2022
Deciphering a cryptic letter from Social Security

It’s a good idea to hold on to correspondence from the Social Security Administration to keep track of your benefits and understand any changes in the monthly amount.

By Mary Beth Franklin
Federal court orders company and its owner to repay 401(k) plan
RETIREMENT PLANNING OCT 26, 2022
Federal court orders company and its owner to repay 401(k) plan

The president and owner of an Illinois-based health care company failed to make necessary contributions to the retirement plan.

By InvestmentNews
Reimagine retirement by focusing on 'future self,' new book urges
RETIREMENT PLANNING OCT 25, 2022
Reimagine retirement by focusing on 'future self,' new book urges

Eric Weigel suggests figuring out what type of life you want to lead and then working backward to the steps you need to take to close the gap between where you are today and where you want to be in the future.

By Gregg Greenberg
Majority of workers say they're behind on saving for retirement
RETIREMENT PLANNING OCT 24, 2022
Majority of workers say they're behind on saving for retirement

A new Bankrate.com survey shows more than a third say they're 'significantly behind,' while 20% feel 'slightly behind.'

By Gregg Greenberg
IRS boosts 401(k) contribution limit by record amount amid inflation
RETIREMENT PLANNING OCT 21, 2022
IRS boosts 401(k) contribution limit by record amount amid inflation

The limit on contributions to retirement savings account will rise by $2,000 to a maximum of $22,500 next year, reflecting the change in the consumer price index.

By Bloomberg
Inflation adjustment boosts IRS standard deduction, lifting take-home pay
RETIREMENT PLANNING OCT 21, 2022
Inflation adjustment boosts IRS standard deduction, lifting take-home pay

Decades-high inflation prompted an unusually big tweak for 2023, and as a result, employees can expect to see less tax withheld from paychecks as soon as January.

By Bloomberg
Employees need help generating income in retirement
RETIREMENT PLANNING OCT 20, 2022
Employees need help generating income in retirement

Only 22% of those surveyed are confident in their ability to generate a retirement income strategy if left to their own devices, with the majority worried they'll run out of money in retirement.

By Gregg Greenberg
Standard to buy Securian's record-keeping business
RETIREMENT PLANNING OCT 19, 2022
Standard to buy Securian's record-keeping business

The sale does not include Securian's pension risk transfer and institutional retirement businesses.

By InvestmentNews
Stock slump has rich rethinking retirement, Natixis survey shows
RETIREMENT PLANNING OCT 19, 2022
Stock slump has rich rethinking retirement, Natixis survey shows

Almost half of high-net-worth individuals are so worried about retirement security that they avoid thinking about it all together.

By Gregg Greenberg
Captrust adds $900 million in pension assets with acquisition of Patriot Pension Advisors
RIA NEWS OCT 19, 2022
Captrust adds $900 million in pension assets with acquisition of Patriot Pension Advisors

The deal for the Massachusetts firm marks the 59th acquisition for Raleigh, North Carolina-based Captrust.

By Jeff Benjamin