Displaying 7768 results
Solving the mystery of unexpectedly reduced Social Security benefits
It turns out that the explanation, which advisers need to watch out for, was rather simple.
Social Security reform awaits next president
Most proposed solutions call for higher taxes on high earners.
Radio show host Ric Edelman rants about raging fiduciary battle
Lawsuits filed against the Labor Department's regulation expose conflicts in financial advice.
Congressional sit-in disrupted by failed attempt to override veto of anti-DOL fiduciary rule bill
Attempt to override the presidential veto of an anti-DOL fiduciary rule bill was used to interrupt a protest demanding action on gun-control legislation.
DOL’s rule on state retirement plans arrives at OMB
The regulation, which offers states a route to avoid liability under ERISA, took its final step toward finalization.
Older Americans working well past retirement age
The share of those over the age of 65 in the labor force was 19.4% on an unadjusted basis in June, up from 15% in June 2006.
Make Medicare easier by using auto pay
Auto payment can help limit the chance of coverage lapses and reinstatement penalties down the road.
Market volatility raises the bar for how much you will need to save for retirement
A 55-year-old would need $17.64 saved today to generate each dollar of annual retirement income starting at age 65.
5 ways financial advisers can steer clients toward a successful retirement
Knowing common retirement blind spots can make a big difference in mapping out your clients' futures.
Make Medicare easier by using auto pay
Auto payment can help limit the chance of coverage lapses and reinstatement penalties down the road.
Retirement plan advisers should keep current clients happy to get new ones: MassMutual study
Survey shows that 58% of plan sponsors found their adviser through a referral.
RMDs can create future tax savings
If clients don't need the income, here are some ways the money they must take can be put to good use.
Debt dims boomers’ retirement prospects
New study shows ongoing bills impede savings and boost baby boomers' retirement income needs.
Under new fiduciary rule, DOL has reason to pay attention to reverse churning
Another reminder of the need to become well-versed on the fiduciary rule's conditions for rollover advice.
Why filial laws are a ‘sleeping giant’ that could prompt long-term-care planning
The laws create the possibility that clients' their long-term-care expenses may be shouldered by their children
American Century employees sue for excessive 401(k) fees
Plaintiffs allege the asset management firm populated the retirement plan with proprietary investments for its own gain.
Dismissal of small 401(k) plan excessive-fee lawsuit ‘highly atypical’
The case, which involved a $9 million plan, was voluntarily dismissed by plaintiffs in an unusual turn of events.
Transamerica settles 401(k) excessive-fee lawsuit with its employees for $3.8 million
The retirement plan provider joins a list of other financial firms that have settled excessive-fee lawsuits with their own employees.
Franklin Templeton sued by employees for self-dealing in 401(k) plan
The asset management firm joins the likes of American Century Investments and New York Life, which were also sued by employees for using proprietary funds in their 401(k) plans.
New York Life sued by employees claiming excessive 401(k) fees
Employees are suing for alleged self-dealing and fees charged by a company-affiliated index fund, which plaintiffs claim enriched New York Life at the expense of employees' retirement savings.
