Retirement

Displaying 11707 results
Retirement worries rise most for women during pandemic
RETIREMENT PLANNING JUN 05, 2020
Retirement worries rise most for women during pandemic

Already facing greater retirement-security challenges, women said the crisis has put them farther behind, according to a recent survey

By Emile Hallez
Private equity in 401(k)s? Not anytime soon
RETIREMENT PLANNING JUN 04, 2020
Private equity in 401(k)s? Not anytime soon

Very few plans include investments that use PE, and guidance this week from the Labor Department might not change that.

By Emile Hallez
DOL encourages use of private equity funds in retirement plans
RETIREMENT PLANNING JUN 03, 2020
DOL encourages use of private equity funds in retirement plans

Investor advocates warn high-risk, high-fee investments could harm savers

By Mark Schoeff Jr.
Raymond James sues Ohio National for $10 million in VA commission fight
LIFE INSURANCE AND ANNUITIES JUN 03, 2020
Raymond James sues Ohio National for $10 million in VA commission fight

Raymond James is the latest broker to join the tussle over compensation on the insurer's variable annuities

By Bruce Kelly
DOL sends revised fiduciary rule to Office of Management and Budget
RETIREMENT PLANNING JUN 02, 2020
DOL sends revised fiduciary rule to Office of Management and Budget

After being stalled for months, the proposal has finally advanced and could be heading toward public release

By Mark Schoeff Jr.
How history lessons can help calm anxious investors
OPINION JUN 01, 2020
How history lessons can help calm anxious investors

Encouraging clients to stay invested through the worst and best days is the most likely to result in a successful retirement outcome

By Katherine Roy
Tax planning is a hot topic amid a pandemic and a looming election
RETIREMENT PLANNING JUN 01, 2020
Tax planning is a hot topic amid a pandemic and a looming election

Most advisers expect tax rates to go up, but opinions vary on how and when to plan for it

By Emile Hallez
Advisers give Donald Trump the edge over Joe Biden in reelection bid
TAX JUN 01, 2020
Advisers give Donald Trump the edge over Joe Biden in reelection bid

InvestmentNews survey shows economic recovery, pandemic response are key issues in determining the president's political fate

By Mark Schoeff Jr.
Upholding the spirit of new legislation
OPINION MAY 31, 2020
Upholding the spirit of new legislation

Lawmakers have stepped in to provide relief to millions of Americans, but the laws come with unforeseen loopholes

By InvestmentNews
State best interest annuity rule begins journey to become law
LIFE INSURANCE AND ANNUITIES MAY 31, 2020
State best interest annuity rule begins journey to become law

Two down, 48 states to go for sales rule

By Mark Schoeff Jr.
The sound of silence
LIFE INSURANCE AND ANNUITIES MAY 31, 2020
The sound of silence

Regulation BI must be implemented by June 30, so why aren’t we hearing more about how brokerages are going to change the way they deliver investment advice?

By Mark Schoeff Jr.
4 unusual IRA issues related to deaths in 2020
IRA ALERT MAY 29, 2020
4 unusual IRA issues related to deaths in 2020

New tax rules for this year may change the results that you expected

By Ed Slott
Crisis can be a catalyst to clarify goals, create sustainable impact
OPINION MAY 28, 2020
Crisis can be a catalyst to clarify goals, create sustainable impact

While charitable giving will remain an ongoing need, now is also the time for more robust legacy and generational wealth transfer planning

By Kristen P. Bauer
Medicare enrollment complicated by the pandemic
RETIREMENT PLANNING MAY 28, 2020
Medicare enrollment complicated by the pandemic

Newly eligible individuals can apply online, but some older workers who lose their jobs can’t

By Mary Beth Franklin
BlackRock to mix target-dates and annuities
RETIREMENT PLANNING MAY 27, 2020
BlackRock to mix target-dates and annuities

The product is designed to be fully liquid and includes contracts from two insurers

By Emile Hallez
401(k) data-sharing one step closer, thanks to Spark and DCIIA
OPINION MAY 27, 2020
401(k) data-sharing one step closer, thanks to Spark and DCIIA

Data may be the new currency for the defined-contribution plan industry, but a common format to share information about plans and participants has faced hurdles

By Fred Barstein
Woman in Central Park video fired by Franklin Templeton
LIFE INSURANCE AND ANNUITIES MAY 26, 2020
Woman in Central Park video fired by Franklin Templeton

Amy Cooper, head of insurance investment for the fund company, called the police on an African American man who asked her to put her dog on a leash

By Bloomberg
MEPs costlier than similarly sized 401(k)s: Study
RETIREMENT PLANNING MAY 26, 2020
MEPs costlier than similarly sized 401(k)s: Study

A new paper that examines costs of multiple-employer plans sponsored by benefits outsourcing firms found that such plans can be expensive

By Emile Hallez
Roth conversions pick up amid expectations that taxes will rise
RETIREMENT PLANNING MAY 22, 2020
Roth conversions pick up amid expectations that taxes will rise

The stock market declines helped by shrinking the value of accounts, as well as the tax bill for converting assets

By Bloomberg
Demand for some annuities rising in COVID-19 market
LIFE INSURANCE AND ANNUITIES MAY 22, 2020
Demand for some annuities rising in COVID-19 market

The crisis is favoring sales of buffered annuities, according to Limra's Secure Retirement Institute

By Emile Hallez