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Retirement

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Private equity adds fuel to 401(k) record-keeper consolidation

Private-equity firms have snapped up a bunch of record keepers, perhaps motivated by access to millions of participants to whom they can sell a variety of financial product

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What’s really behind the opposition to state auto-IRAs?

Some arguments against the programs appear flimsy when examined closer.

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Social Security blocks clients’ claiming strategies

Sometimes it is possible to reverse unintended claims.

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The conundrum of state-run retirement plans

Some opposed to state-run retirement plans argue that these types of plans should be handled by the private sector rather than the government.

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Why Congress is making it tougher to retire

The new health care bill and a move to limit retirement savings will both hurt those trying to prepare for retirement

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Forget bingo! More Americans are working part-time in retirement

Whether it's for financial, social or mental health reasons, Americans are opting to work part-time in retirement and advisers are helping them figure out how to do it.

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Milestone birthday triggers crucial financial decisions

In latest dispatch from the retirement front, InvestmentNews' contributing editor mulls health insurance, estate planning choices.

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Include health savings accounts in fiduciary process

The DOL rule that requires acting in clients' best interests will apply to these accounts.

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Senate votes to kill state auto-IRA rule

If signed by the president, as expected, the resolution likely would have a 'chilling effect' on development of such retirement plans by states, due to the loss of the ERISA exemption.

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Where the winners and losers are in the housing recovery

Most U.S. homes are worth less than before the crash.

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The benefit advisers should be talking about with 401(k) plan sponsors

The job of 401(k) advisers is to help all plan participants attain a respectable retirement, including those who have lost the ability to earn money.

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Thinking about buying your first home? Try this calculator

A new tool lets users make an easy comparison between the cost of owning and renting a home.

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Why more couples are using postnuptial agreements

Also known as a postmarital agreement, it's an increasingly popular variant of the prenuptial agreements that engaged couples have been signing for decades.

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How Social Security treats remarriage

Sometimes it pays to wait to take a second trip down the aisle.

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Trump’s first 100 days: What happened to your money

Here's how the new administration has affected your wallet, for good and bad, and what to watch in the days to come.

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Social Security: Later is better

New Fidelity survey shows more Americans plan to wait to claim benefits.

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This generation is most susceptible to an IRS scam

Hint: It's not who you think.

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Death of the ‘blind squirrel’ 401(k) adviser greatly exaggerated

More than 200,000 inexperienced retirement plan advisers aren't going to exit the market overnight.

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Why Social Security is becoming a better deal for the wealthy

It's not your imagination: The rich really are taking more from taxpayers.

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Social Security: Later is better

New Fidelity survey shows more Americans plan to wait to claim benefits.