Retirement Planning

Displaying 8298 results
401(k) contributions lagging, especially among millennials: BofA survey
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 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 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 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 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
SECURE 2.0 occupies rare common ground, tees up progress
RETIREMENT PLANNING JUL 11, 2022
SECURE 2.0 occupies rare common ground, tees up progress

The House approved the retirement-industry boosting SECURE Act 2.0 in a landslide, setting the stage for a Senate vote in the back half of 2022.

By Gregg Greenberg
Statement shock is the beginning, but longevity may be clients’ biggest risk
OPINION JUL 08, 2022
Statement shock is the beginning, but longevity may be clients’ biggest risk

Longer lifespans increase the chance that your clients will outlive their money or have to drastically downgrade their lifestyle.

By Andrew Corn
Sanctuary Wealth takes stake in GoalPath Solutions
RETIREMENT PLANNING JUL 07, 2022
Sanctuary Wealth takes stake in GoalPath Solutions

The Kansas-based firm provides advice and education to participants of workplace retirement plans.

By InvestmentNews
Savant Wealth acquires $262 million Virgina-based RIA
RETIREMENT PLANNING JUL 06, 2022
Savant Wealth acquires $262 million Virgina-based RIA

Alliant Wealth Advisors' qualified plans division will become a part of Savant’s retirement plan services division.

By InvestmentNews
3 retirement plan options for small-business owners
OPINION JUL 06, 2022
3 retirement plan options for small-business owners

These plan designs can help small-business clients save big on their taxes while building their retirement nest egg.

By Joel Mee
Personalization, technology best ways to get retirement back on track: Goldman
RETIREMENT PLANNING JUL 05, 2022
Personalization, technology best ways to get retirement back on track: Goldman

A Goldman Sachs study details how life events can impede retirement savings and can have a significant impact on how much an individual saves for retirement.

By Gregg Greenberg
Ride the annuity bull market (while you can)
RETIREMENT PLANNING JUL 01, 2022
Ride the annuity bull market (while you can)

The first half sell-off in both stocks and bonds has opened the door for annuities and those selling them.

By Gregg Greenberg
Consistent participation in 401(k) plans key to account balance growth, study finds
RETIREMENT PLANNING JUL 01, 2022
Consistent participation in 401(k) plans key to account balance growth, study finds

Those who kept contributing accumulated the most, according to the Investment Company Institute and the Employee Benefit Research Institute.

By InvestmentNews
Pontera expands access to held-away account management with GeoWealth partnership
RETIREMENT PLANNING JUN 30, 2022
Pontera expands access to held-away account management with GeoWealth partnership

Fintech company Pontera is continuing its partnership spree in hopes of giving more financial advisers the ability to manage client assets in held-away retirement accounts.

By Ryan W. Neal
Registrations soar ahead of California auto-IRA deadline
RETIREMENT PLANNING JUN 30, 2022
Registrations soar ahead of California auto-IRA deadline

More than 87,000 employers have already registered for CalSavers, which launched in 2019.

By Gregg Greenberg
Social Security program needs reform now
RETIREMENT PLANNING JUN 30, 2022
Social Security program needs reform now

Congress continues to ignore the fact that Social Security's trust fund is expected to run out of money in 2035, which would result in a 20% cut in benefits.

By Mary Beth Franklin
Prime Pensions acquires Northwest Retirement Plan Consultants
RETIREMENT PLANNING JUN 29, 2022
Prime Pensions acquires Northwest Retirement Plan Consultants

The acquisition diversifies Prime Pensions' client base and extends its geographic presence.

By InvestmentNews
A happenstance focus on wealthy widows
RETIREMENT PLANNING JUN 29, 2022
A happenstance focus on wealthy widows

Spuds Powell defies popular thinking with the niche client base he's built, one that he says makes both him and his clients happy.

By Jeff Benjamin
Inflation rising but 401(k) mutual fund fees falling, says ICI report
RETIREMENT PLANNING JUN 29, 2022
Inflation rising but 401(k) mutual fund fees falling, says ICI report

The downward trend in the expense ratios that 401(k) plan participants incur for investing in mutual funds continued in 2021.

By Gregg Greenberg
Match retirement cash flow with clients' long-term goals
OPINION JUN 29, 2022
Match retirement cash flow with clients' long-term goals

Don't assume that clients intend to spend their principal in retirement.

By Sharon Carson