Retirement Planning

Displaying 7913 results
Can your DC plan take a punch?
RETIREMENT RETIREMENT PLANNING JUL 25, 2022
Can your DC plan take a punch?

Record inflation and 401(k) statement shock could send some retirement plans down for the count.

By Gregg Greenberg
Is the shortfall in retirement savings in America being greatly exaggerated?
RETIREMENT RETIREMENT PLANNING JUL 22, 2022
Is the shortfall in retirement savings in America being greatly exaggerated?

InvestmentNews talks with David Musto, CEO of Ascensus, about whether Americans are being overly negative in their assessment of their retirement savings.

By Gregg Greenberg
Why ESG funds are used haphazardly in 401(k)s
RETIREMENT RETIREMENT PLANNING JUL 22, 2022
Why ESG funds are used haphazardly in 401(k)s

Savers often randomly choose investments, but the future for ESG in retirement plans might still be strong.

By Emile Hallez
Inflation, Covid stoking retirement savings fears, says Nationwide survey
RETIREMENT RETIREMENT PLANNING JUL 21, 2022
Inflation, Covid stoking retirement savings fears, says Nationwide survey

Two-thirds of Americans worry more now than they did last year about their retirement income, and 70% are concerned that Social Security will run out of funding.

By Gregg Greenberg
All rise! 401(k) legal battles set to surge in second half of year
RETIREMENT RETIREMENT PLANNING JUL 20, 2022
All rise! 401(k) legal battles set to surge in second half of year

A couple of major court rulings may lead to more litigation related to defined-contribution retirement plans.

By Gregg Greenberg
Confidence in retirement security dropping, inflation not helping: BlackRock study
RETIREMENT RETIREMENT PLANNING JUL 20, 2022
Confidence in retirement security dropping, inflation not helping: BlackRock study

The investment giant's latest survey showed more women have concerns than any other group.

By Gregg Greenberg
Edelman Financial Engines launches workplace financial wellness platform
RETIREMENT RETIREMENT PLANNING JUL 20, 2022
Edelman Financial Engines launches workplace financial wellness platform

Digital content, webinars, educational tools and access to an adviser are part of the offering.

By InvestmentNews
Two essential retirement guides for women
RETIREMENT RETIREMENT PLANNING JUL 19, 2022
Two essential retirement guides for women

Financial planning pioneers share their experiences and wisdom on the challenges of retirement.

By Mary Beth Franklin
Equitable settles with SEC for $50 million over misleading annuity statements
RETIREMENT RETIREMENT PLANNING JUL 19, 2022
Equitable settles with SEC for $50 million over misleading annuity statements

The SEC said Equitable had provided false statements to 1.4 million variable annuity customers, most of whom were teachers or other public school employees.

By Gregg Greenberg
Alera Group acquires $500 million retirement plan adviser
RETIREMENT RETIREMENT PLANNING JUL 18, 2022
Alera Group acquires $500 million retirement plan adviser

DFG 401(k) Advisors, which is based in Phoenix, is joining Alera through its Benefit Commerce Group and will now operate as BCG 401(k) Advisors.

By InvestmentNews
'Great Resignation,' Covid-19 forcing employers to sweeten benefits
RETIREMENT RETIREMENT PLANNING JUL 14, 2022
'Great Resignation,' Covid-19 forcing employers to sweeten benefits

Nonmedical and nontraditional workplace benefits are expected to grow 20% by 2026 as a result of increased competition for workers and heightened employee expectations, according to a recent report from Limra and EY.

By Gregg Greenberg
American companies still lack retirement plans: AARP
RETIREMENT RETIREMENT PLANNING JUL 14, 2022
American companies still lack retirement plans: AARP

Close to half of U.S. private-sector employees ages 18 to 64 work for a company that doesn't offer either a traditional pension or a retirement savings plan.

By Gregg Greenberg
Wealthy business owners are at center of fight over Biden’s tax plan
RETIREMENT RETIREMENT PLANNING JUL 13, 2022
Wealthy business owners are at center of fight over Biden’s tax plan

Senate Majority Leader Chuck Schumer’s tax plan is key to the Democrats’ economic package.

By Bloomberg
Edelman Financial Engines names new head of technology
RETIREMENT RETIREMENT PLANNING JUL 13, 2022
Edelman Financial Engines names new head of technology

One of the largest investment advisers in the U.S. has promoted a relative newcomer to oversee the firm’s technology.

By Ryan W. Neal
Social Security COLA could top 10% in 2023
RETIREMENT RETIREMENT PLANNING JUL 13, 2022
Social Security COLA could top 10% in 2023

Current inflationary trends point to the biggest benefit increase in 41 years, with June CPI showing a 9.1% jump over the last 12 months.

By Mary Beth Franklin
401(k) contributions lagging, especially among millennials: BofA survey
RETIREMENT RETIREMENT PLANNING JUL 13, 2022
401(k) contributions lagging, especially among millennials: BofA survey

The majority of eligible employees participate in 401(k) plans, but there's much room for improvement when it comes to how much they contribute.

By Gregg Greenberg
Americans worried about inflation, but not as much as advisers: Survey
RETIREMENT RETIREMENT PLANNING JUL 12, 2022
Americans worried about inflation, but not as much as advisers: Survey

Americans ages 45 to 75 are worried about the dual risks of high inflation reducing spending power in retirement or a recession impacting retirement income.

By Gregg Greenberg
Protective launches variable annuity with deferral options
RETIREMENT RETIREMENT PLANNING JUL 12, 2022
Protective launches variable annuity with deferral options

The product, which has been branded Protective Aspirations, allows holders to maximize either retirement income or growth potential.

By InvestmentNews
Social Security tax tips for the self-employed
RETIREMENT RETIREMENT PLANNING JUL 11, 2022
Social Security tax tips for the self-employed

Advisers often ask whether there's a way to minimize payroll taxes for small-business owners while maximizing future Social Security benefits.

By Mary Beth Franklin
11 top retirement movies to watch this summer
RETIREMENT RETIREMENT PLANNING JUL 11, 2022
11 top retirement movies to watch this summer

Whether you’re retiring or not, sit back and relax while you gain some insight, motivation and a few good laughs from our list of the best retirement movies of all time.

By Gregg Greenberg