Retirement

Displaying 11707 results
FPA launches philanthropic solutions certificate program
TAX SEP 10, 2020
FPA launches philanthropic solutions certificate program

The six-part online series is co-sponsored by the American Heart Association and qualifies for six continuing education credits

By Mary Beth Franklin
401(k)s were considering annuities -- then COVID-19 hit
RETIREMENT PLANNING SEP 10, 2020
401(k)s were considering annuities -- then COVID-19 hit

The pandemic has shifted plan sponsors' priorities, according to a survey from T. Rowe Price

By Emile Hallez
Impact of raising the Social Security taxable wage base
RETIREMENT PLANNING SEP 10, 2020
Impact of raising the Social Security taxable wage base

Taxing more earnings would improve the finances of the Social Security trust fund; it might also boost benefits

By Mary Beth Franklin
Q&A: WealthConductor CEO Sheryl O'Connor
RETIREMENT PLANNING SEP 10, 2020
Q&A: WealthConductor CEO Sheryl O'Connor

The fintech's leader talks retirement savings software in the age of COVID-19 and what the industry lacks in gender equality

By Nicole Casperson
Captrust acquires retirement business of Plante Moran
RIAS SEP 10, 2020
Captrust acquires retirement business of Plante Moran

Deal for Michigan-based unit adds $6.27 billion in institutional assets

By InvestmentNews
Hybrid wholesaling coming for the 401(k) market
RETIREMENT PLANNING SEP 09, 2020
Hybrid wholesaling coming for the 401(k) market

What the trend means for retirement plan advisers

By Fred Barstein
People of color feel ready for retirement but may not be, study finds
RETIREMENT PLANNING SEP 09, 2020
People of color feel ready for retirement but may not be, study finds

Allianz says their potential misinterpretation of the situation may put retirement at risk

By InvestmentNews
MassMutual 401(k) deal wins Empower valuable clients
RETIREMENT PLANNING SEP 08, 2020
MassMutual 401(k) deal wins Empower valuable clients

Empower will also get its foot in the door with one big broker-dealer

By Emile Hallez
Hybrid adviser managing $150 million joins LPL from MML
BROKER DEALERS SEP 08, 2020
Hybrid adviser managing $150 million joins LPL from MML

Forrest Williams Jr. of The Opus Group of Virginia spent 27 years at MML

By InvestmentNews
Empower to buy MassMutual's 401(k) business
RETIREMENT PLANNING SEP 08, 2020
Empower to buy MassMutual's 401(k) business

The deal will bump the plan provider's assets under administration to $834 billion, the companies announced

By Emile Hallez
RMD return relief is over
IRA ALERT SEP 08, 2020
RMD return relief is over

Here are the rules on IRA rollovers that apply now that the Aug. 31 deadline for using the IRS relief has passed

By Ed Slott
ERISA lawsuit filed against Nvidia; suit against Cornell settled
RETIREMENT PLANNING SEP 04, 2020
ERISA lawsuit filed against Nvidia; suit against Cornell settled

Law firm Capozzi Adler filed its latest 401(k) suit and Schlichter Bogard & Denton reached a deal in a case against an Ivy League school

By Emile Hallez
Reframing Social Security claiming decisions
RETIREMENT PLANNING SEP 04, 2020
Reframing Social Security claiming decisions

Focusing on benefit size rather than claiming age can improve outcomes

By Mary Beth Franklin
COVID-19 leads some to say they will work in retirement: Survey
RETIREMENT PLANNING SEP 03, 2020
COVID-19 leads some to say they will work in retirement: Survey

Most people have not stopped saving for retirement, but more are saying they will stay on the job past the traditional retirement age

By Emile Hallez
Why ROI is the wrong metric for guaranteed income
OPINION SEP 03, 2020
Why ROI is the wrong metric for guaranteed income

Comparing annuities to traditional assets and focusing on rates of return undermines the value they provide

By Philip E. Caminiti
Just say no to annuities, one-third of RIAs say: Survey
RIAS SEP 02, 2020
Just say no to annuities, one-third of RIAs say: Survey

More advisers are becoming open to the products, but many still don't like their costs, complexity and lack of liquidity

By Emile Hallez
Finra sanctions two Wells Fargo B-Ds for failure to supervise VA switches
LIFE INSURANCE AND ANNUITIES SEP 02, 2020
Finra sanctions two Wells Fargo B-Ds for failure to supervise VA switches

Firms will pay $1.4 million in restitution to about 100 clients and fines of $675,000

By InvestmentNews
401(k) plan savings challenge has been solved
RETIREMENT PLANNING SEP 02, 2020
401(k) plan savings challenge has been solved

It's clear auto enrollment and auto escalation help employees save. Why aren't more smaller plan sponsors using them?

By Fred Barstein
Latest 401(k) lawsuit filed in an avalanche of COVID-19 litigation
RETIREMENT PLANNING SEP 02, 2020
Latest 401(k) lawsuit filed in an avalanche of COVID-19 litigation

The law firm Capozzi Adler has brought numerous cases this year on behalf of plan participants

By Emile Hallez
Health savings account assets now top $73.5 billion
RETIREMENT PLANNING SEP 01, 2020
Health savings account assets now top $73.5 billion

The number of accounts has grown to more than 29 million in the past year

By InvestmentNews