Retirement

Displaying 11706 results
Holding nontraditional jobs after age 62 can build retirement security, study finds
RETIREMENT PLANNING NOV 11, 2020
Holding nontraditional jobs after age 62 can build retirement security, study finds

The Center for Retirement Research finds value in such jobs even if workers receive no benefits

By InvestmentNews
Amway's 401(k) at center of lawsuit
RETIREMENT PLANNING NOV 11, 2020
Amway's 401(k) at center of lawsuit

The multi-level marketing company's plan had allegedly excessive fees, according to the complaint

By Emile Hallez
RIAs relish the idea of government gridlock under Biden
EQUITIES NOV 10, 2020
RIAs relish the idea of government gridlock under Biden

Divided government is what the financial markets want most

By Jeff Benjamin
Bob Reynolds reflects on future of 401(k) plans after the election
RETIREMENT PLANNING NOV 09, 2020
Bob Reynolds reflects on future of 401(k) plans after the election

The Putnam CEO is concerned that the retirement plan system is an easy target if the government needs to raise money

By Fred Barstein
Georgia Senate races could determine fate of Biden agenda
REGULATION AND LEGISLATION NOV 09, 2020
Georgia Senate races could determine fate of Biden agenda

Even 50-50 Democratic control presents challenges for the president-elect

By Mark Schoeff Jr.
Deferred income annuities are more than just a risk management tool right now
OPINION NOV 09, 2020
Deferred income annuities are more than just a risk management tool right now

In the current interest rate environment, income annuities find themselves in the unique position of being a competitive investment tool

By Scott Stolz
INmail: When to claim survivor benefits
RETIREMENT PLANNING NOV 09, 2020
INmail: When to claim survivor benefits

Survivor benefits are worth the maximum amount if they are collected at full retirement age.

By Mary Beth Franklin
Getting annuities onto 401(k) plan menus
RETIREMENT PLANNING NOV 09, 2020
Getting annuities onto 401(k) plan menus

SECURE Act provisions providing plan fiduciaries with some legal protection, requirements for lifetime income disclosures on 401(k) statements and a volatile stock market all bode well for these products

By Emile Hallez
A new world for retirement plan advisers
RETIREMENT PLANNING NOV 09, 2020
A new world for retirement plan advisers

The average client’s house is in reasonably good order, but mass affluent plan participants may need additional help

By George Moriarty
Medicare premiums, surcharges to rise slightly in 2021
RETIREMENT PLANNING NOV 08, 2020
Medicare premiums, surcharges to rise slightly in 2021

Income brackets to be adjusted for inflation for high-income retirees next year

By Mary Beth Franklin
What the DOL could look like under Biden
RETIREMENT PLANNING NOV 06, 2020
What the DOL could look like under Biden

The agency would start reversing Trump policies as quickly as possible

By Emile Hallez
Working at home may affect state taxes, says AIPCA
TAX NOV 06, 2020
Working at home may affect state taxes, says AIPCA

Survey finds that 55% of those who have worked remotely are unaware of the possible tax effects

By InvestmentNews
A divided government? No problem, most advisers say
REGULATION AND LEGISLATION NOV 05, 2020
A divided government? No problem, most advisers say

There's a sense of relief that the extremes of both parties would be tamped down by a Biden presidency and a Republican Senate

By Mark Schoeff Jr.
Money-market debit cards for clients? Franklin CEO on the future of advice
RETIREMENT PLANNING NOV 04, 2020
Money-market debit cards for clients? Franklin CEO on the future of advice

Chief Executive Jenny Johnson outlined the $1.4 trillion manager's interest in technology and retirement assets at the Spark Forum

By Emile Hallez
No escaping IRMAAs by switching to Medicare Advantage
RETIREMENT PLANNING NOV 04, 2020
No escaping IRMAAs by switching to Medicare Advantage

High-income surcharges apply regardless of how clients receive Medicare coverage

By Mary Beth Franklin
Chief investment officers outline future of DC plans
RETIREMENT PLANNING NOV 04, 2020
Chief investment officers outline future of DC plans

Investments are at the heart of defined-contribution plans, giving CIOs a crucial role in helping workers prepare for retirement

By Fred Barstein
Northern Trust target dates called out in two 401(k) lawsuits
RETIREMENT PLANNING NOV 03, 2020
Northern Trust target dates called out in two 401(k) lawsuits

The similar cases, against Allstate and Northern Trust, were also brought by the same law firms

By Emile Hallez
Retirement saving is hard even for people who can afford it
OPINION NOV 02, 2020
Retirement saving is hard even for people who can afford it

The voluntary nature of defined-contribution plans creates room for some common psychological blind spots to get in the way of saving

By Vicki L. Bogan
DOL took 'ESG' out of rule, added new hurdle for 401(k)s
RETIREMENT PLANNING NOV 02, 2020
DOL took 'ESG' out of rule, added new hurdle for 401(k)s

Plan fiduciaries could have to prove that nonfinancial factors of ESG funds are in the best interest of workers, one lawyer said

By Emile Hallez
Advisers weigh risks of adding ESG to retirement plan menus
RETIREMENT PLANNING NOV 02, 2020
Advisers weigh risks of adding ESG to retirement plan menus

With demand from investors growing, plan sponsors focus on their fiduciary duty

By Jeff Benjamin