Retirement

Displaying 11706 results
Paychex to offer pooled employer plan
RETIREMENT PLANNING DEC 09, 2020
Paychex to offer pooled employer plan

The payroll services giant’s program will start Jan. 1

By InvestmentNews
401(k) lawsuits explode in 2020
RETIREMENT PLANNING DEC 08, 2020
401(k) lawsuits explode in 2020

New cases were filed against employers, and insurers have tamped down limits on fiduciary liability coverage

By Emile Hallez
Bob Dylan's tax planning could be tangled up in ... green?
IRA ALERT DEC 08, 2020
Bob Dylan's tax planning could be tangled up in ... green?

The Nobel Prize-winning musician may have sold his song collection, but 'Don’t Think Twice, It’s Alright,' because it’s a good year-end tax strategy

By Ed Slott
401(k)s warming to rainy day savings, student loan features
RETIREMENT PLANNING DEC 07, 2020
401(k)s warming to rainy day savings, student loan features

While the majority of plans don't include such options, employers have become more receptive to financial wellness, according to new research

By Emile Hallez
INmail: Don’t wait beyond 70 to claim Social Security
RETIREMENT PLANNING DEC 07, 2020
INmail: Don’t wait beyond 70 to claim Social Security

There is no value to delaying Social Security beyond age 70 since delayed retirement credits end then.

By Mary Beth Franklin
CITs are sweeping through the retail 401(k) market
RETIREMENT PLANNING DEC 07, 2020
CITs are sweeping through the retail 401(k) market

Collective investment trusts are all about pooling assets, which is at the heart of the value of DC plans

By Fred Barstein
Why funds must offer advice in 401(k) space
OPINION DEC 07, 2020
Why funds must offer advice in 401(k) space

Because of COVID-19, retirement savers need advice more than they ever did before

By Rob Foregger
Two more big 401(k) lawsuits filed, one dismissed
RETIREMENT PLANNING DEC 04, 2020
Two more big 401(k) lawsuits filed, one dismissed

RR Donnelley and Cognizant Technology Solutions were sued, and Trader Joe's fended off a legal attack

By Emile Hallez
Aon to kick off pooled employer plan in January
RETIREMENT PLANNING DEC 04, 2020
Aon to kick off pooled employer plan in January

The company predicts half of U.S. employers will join pooled plans over the next decade

By InvestmentNews
7 reasons RIAs are adding insurance products
OPINION DEC 04, 2020
7 reasons RIAs are adding insurance products

As more commission-free products come to market, RIA firms are beginning to provide insurance solutions to clients

By David Lau
Americans experiencing high levels of financial stress, CFP Board finds
RETIREMENT PLANNING DEC 03, 2020
Americans experiencing high levels of financial stress, CFP Board finds

Health care is the top financial concern, survey reveals; 32% worry about unemployment

By InvestmentNews
CIOs live in a world of nonstandard data
RETIREMENT PLANNING DEC 02, 2020
CIOs live in a world of nonstandard data

Retirement plan and investment data seldom come in a common format, making CIOs' jobs trickier

By Emile Hallez
The $6.5 billion market most RPAs ignore: Government plans
RETIREMENT PLANNING DEC 02, 2020
The $6.5 billion market most RPAs ignore: Government plans

They represent the next blue ocean for retirement plan advisers

By Fred Barstein
Fund sponsor M&A makes retirement CIO jobs more complicated
RETIREMENT PLANNING DEC 02, 2020
Fund sponsor M&A makes retirement CIO jobs more complicated

Mergers of fund management companies add to due diligence chores for retirement industry chief investment officers

By Emile Hallez
Fund companies see target-dates adding annuities in future: Report
RETIREMENT PLANNING DEC 02, 2020
Fund companies see target-dates adding annuities in future: Report

The all-in-one products could also eventually include private equity, Cerulli Associates found

By Emile Hallez
Retirement savings for the suddenly self-employed
RETIREMENT PLANNING DEC 01, 2020
Retirement savings for the suddenly self-employed

Pandemic-induced gig work provides opportunities for tax savings

By Mary Beth Franklin
Last call for coronavirus-related distributions
IRA ALERT NOV 30, 2020
Last call for coronavirus-related distributions

CRDs are only available until year-end, so advisers should contact any clients who may still benefit from taking a distribution before the option expires

By Ed Slott
401(k) litigators target Coca-Cola bottler
RETIREMENT PLANNING NOV 30, 2020
401(k) litigators target Coca-Cola bottler

The lawsuit, like others, cites allegedly excessive investment and administrative fees

By Emile Hallez
Two sponsors settle 401(k) cases, Victoria's Secret owner sued
RETIREMENT PLANNING NOV 25, 2020
Two sponsors settle 401(k) cases, Victoria's Secret owner sued

A grocery chain is paying $17.5 million in one case, and a pharmaceutical company is shelling out more than $2.5 million in another

By Emile Hallez
Labor Department sends fiduciary rule update to OMB
RETIREMENT PLANNING NOV 25, 2020
Labor Department sends fiduciary rule update to OMB

Approval may be moot as the new administration could easily quash it

By InvestmentNews