More than 20% of people have pulled money early, or plan to, from retirement accounts, according to a report from Transamerica
A phased extension of the full retirement age to 67 has changed claiming behavior, but not retirement, according to new research
Clients 66 and older can request a lump-sum payment and still earn bigger future benefits
The recent volatility gives advisers an opportunity to prove their worth
The agency could do more to make e-delivery the default option for shareholder communications, while preserving shareholders’ right to request printed material
There might not be a legal reason to avoid using CARES Act relief, but it's questionable at best
The end of the stretch provision requires that accounts be distributed within 10 years after the owner’s death
The 401(k) plan of Aegis Media Americas is charged with not using less expensive funds
State and local government pension plans lost about 13% during the first quarter
Investors are still worried about the market, but trading in 401(k) plans favored equities on most days in April
'Through-retirement' target-date funds for those near retirement saw bigger losses this year than 'to-retirement' products of the same vintage
The handling of the pandemic provides plenty of examples of how to build (or lose) client trust
Parents should consider putting partial refunds back into 529 accounts or applying it to fall tuition – unless students take a gap year
Who qualifies to pull money penalty-free from IRAs and company retirement plans under the relief provided by the CARES Act
The plunge in oil prices is expected to eliminate any benefit increase for next year
McCaffree Financial, which unsuccessfully sued Principal Life, recently brought an unrelated case against ADP
Encourage your clients to complete or update their advance directives, including living wills and health care powers of attorney
As experts revise the 4% rule — to 3%, or even lower — advisers should look beyond traditional investments and include all household assets in retirement income plans
The CEO sees taxes rising for individuals and companies, and predicted the corporate rate will be raised from the current 21% up to 28% or 29%
Interactive software helps advisers initiate planning discussions with clients
