Retirement Planning

Displaying 8298 results
Will a target-date fund crash bury the boomers?
RETIREMENT PLANNING JUL 27, 2022
Will a target-date fund crash bury the boomers?

A TDF specialist likens the current market environment to that in 2008, when TDFs fell more than 30%.

By Gregg Greenberg
Inflation already slicing into retirement saving, says Schwab 401(k) survey
RETIREMENT PLANNING JUL 26, 2022
Inflation already slicing into retirement saving, says Schwab 401(k) survey

The nationwide study shows 79% of workers are changing their saving and spending habits because of inflation.

By Gregg Greenberg
Worried about the growth of inflation? It may be time to buy the farm!
RETIREMENT PLANNING JUL 25, 2022
Worried about the growth of inflation? It may be time to buy the farm!

Investing in farmland has long been overlooked, primarily because most investors have little to no clue about how to access it.

By Gregg Greenberg
BPAS updates financial planning tool for participants
RETIREMENT PLANNING JUL 25, 2022
BPAS updates financial planning tool for participants

Roadways Mile Marker 2.0 adds real-time updates and projections to present a bigger picture of each participant's overall financial health.

By InvestmentNews
Pushing to bolster retirement readiness with SECURE 2.0
OPINION JUL 25, 2022
Pushing to bolster retirement readiness with SECURE 2.0

The legislation is a necessary step to ensure that more and more Americans can live comfortably once they stop working.

By Dale Brown
Can your DC plan take a punch?
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 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 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 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 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 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 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 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 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 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 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 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 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 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 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