Displaying 7764 results
How 401(k) advisers can make financial wellness programs more effective
Implementing a financial wellness program without any means of measuring its success is a failure, according to advisers and analysts.
Social Security program to run out of money in calendar year 2029: CBO report
In fiscal year 2016, the $905 billion spent on Social Security benefits accounted for nearly one-quarter of federal spending.
Could Trump inspire a U.S. housing boom?
Economist and Nobel laureate Robert Shiller thinks this could be a pivotal moment for the U.S. housing market.
2017 will be year of change for retirement industry
Demographics, demise of pensions will shift focus from assets to income planning.
Social Security rules for the twice-widowed client
Surviving spouse can choose when to collect each benefit.
Stocks versus bonds: Which best help meet retirement goals?
The asset-side case for stocks is unambiguous, though most people think that bonds hedge human capital better than stocks.
Why you need to have the money talk with your parents this weekend
While many parents are leery of asking their children for help with their finances, most adult children surveyed said they actually wanted to help.
President Obama’s myRA retirement plan slow to gain traction
Unless a lot more people open accounts, the program's impact on America's retirement savings shortfall will remain a rounding error.
Hotel chain targeted in 401(k) fee lawsuit alleging $29 million in damages
Plaintiffs claim excessive fund fees cost participants roughly $20 million, while high record-keeping fees cost them an additional $9 million.
How much money would it take for you to delay your retirement?
New research finds a lump sum of $60,000 can make a big difference.
Calculating the impact of new Social Security rules
Continuing confusion over claiming strategies creates opportunities for advisers.
Automatic enrollment gaining ground in the smallest 401(k) plans
The trend of automatic enrollment adoption is trickling down to the smallest plans, while employers are also increasing their deferral rates above 3%.
President Obama’s myRA retirement plan slow to gain traction
Unless a lot more people open accounts, the program's impact on America's retirement savings shortfall will remain a rounding error.
Appeals court sends 401(k) fee case Tibble vs. Edison back to District Court to be reheard
The opinion vacated the Los Angeles District Court's ruling that the case could not proceed because of a statute of limitations on three of six funds in question.
DOL issues final rule on city retirement programs
The regulation is similar to one issued in August around state retirement programs.
Natixis launching 401(k) market’s first ESG-focused target-date mutual funds
The funds seek to capitalize on the growing popularity of environmental, social and corporate governance investing, and help diversify in an increasingly competitive TDF market.
DOL fiduciary rule delay likely and death not out of the question
The rule could ultimately be killed or replaced, but only one course of action by firms provides certainty.
How does your debt compare to the average American?
Find out how your credit card balances and total household debt compare to the latest national numbers.
What the Fed’s rate hike means for your money
Credit cards, home equity lines of credit, adjustable-rate mortgages and personal loans could inch higher after a rise in the federal funds rate.
What Medicare changes will mean for beneficiaries in 2017
By reevaluating supplemental and prescription drug coverages, Medicare enrollees can make up for premium increases.
