Retirement

Displaying 11709 results
Coronavirus stimulus package passes House, gets mixed adviser reviews
RETIREMENT PLANNING MAR 27, 2020
Coronavirus stimulus package passes House, gets mixed adviser reviews

The $2.2 trillion bill will boost unemployment benefits and small-business loans, but some advisers said that might not be enough

By Mark Schoeff Jr.
Northwestern University wins appeal in 403(b) case
RETIREMENT PLANNING MAR 27, 2020
Northwestern University wins appeal in 403(b) case

The lawsuit had charged university representatives with failing to negotiate a better deal for the participants in its retirement plan

By InvestmentNews
Plan advisers may lose business as 401(k) sponsors struggle
RETIREMENT PLANNING MAR 26, 2020
Plan advisers may lose business as 401(k) sponsors struggle

As unemployment claims hit an all-time high, companies are considering ways to cut costs

By Emile Hallez
Companies slash 401(k) contributions amid COVID-19
RETIREMENT PLANNING MAR 26, 2020
Companies slash 401(k) contributions amid COVID-19

Retirement plan sponsors are seeking to reduce costs as they struggle to deal with the pandemic

By Emile Hallez
Senate coronavirus stimulus bill waives RMDs this year
RETIREMENT PLANNING MAR 25, 2020
Senate coronavirus stimulus bill waives RMDs this year

The final measure also makes it easier to withdraw funds from retirement accounts in an emergency

By Mark Schoeff Jr.
Retirement relief Congress should consider now
IRA ALERT MAR 25, 2020
Retirement relief Congress should consider now

People with retirement accounts have seen losses through no fault of their own and they need a helping hand

By Ed Slott
Recession could hit Social Security financial outlook
OPINION MAR 25, 2020
Recession could hit Social Security financial outlook

The likelihood that people will file for benefits sooner amid a downturn and the possible decline in payroll tax revenue could put pressure on the Social Security trust fund

By Mary Beth Franklin
COVID-19 could prompt more 401(k) cash-outs
RETIREMENT PLANNING MAR 25, 2020
COVID-19 could prompt more 401(k) cash-outs

The market dive is likely to result in more early withdrawals and borrowing from retirement plans, particularly by people who don't have access to financial advice

By Emile Hallez
How COVID-19 is driving new financial planning business
RETIREMENT PLANNING MAR 24, 2020
How COVID-19 is driving new financial planning business

Many investors who have lost money during the pandemic are seeking out financial advice for the first time

By Emile Hallez
Dispatch from my bunker
RETIREMENT PLANNING MAR 23, 2020
Dispatch from my bunker

Here's how I'm coping during the pandemic. I'm asking InvestmentNews readers to share their stories of how they're coping

By Mary Beth Franklin
Recession would slow state auto-IRAs, MEPs
RETIREMENT PLANNING MAR 23, 2020
Recession would slow state auto-IRAs, MEPs

Programs will remain viable but will take longer to build assets as gig workers and small businesses struggle to stay afloat, leaders said

By Emile Hallez
Lessons from Black Monday — and crises since
OPINION MAR 23, 2020
Lessons from Black Monday — and crises since

Once things settled down after the 1987 crash, there was a lot of money set in motion

By Jack Sharry
Planners offer pro bono services amid market crash, COVID-19
RETIREMENT PLANNING MAR 20, 2020
Planners offer pro bono services amid market crash, COVID-19

The Financial Planning Association has launched a directory of CFPs who are volunteering their services

By Emile Hallez
Senate coronavirus package would allow hardship early access to retirement accounts
RETIREMENT PLANNING MAR 20, 2020
Senate coronavirus package would allow hardship early access to retirement accounts

Financial industry also pushes for temporary waiver on required minimum distributions

By Mark Schoeff Jr.
Delay in 2019 tax filing date means deadline for 2019 IRA contributions also extended
IRA ALERT MAR 20, 2020
Delay in 2019 tax filing date means deadline for 2019 IRA contributions also extended

Advisers need to watch for administrative errors on the part of financial institutions, though

By Ed Slott
IRS delays tax-filing date to July 15
REGULATION AND LEGISLATION MAR 20, 2020
IRS delays tax-filing date to July 15

After the extension, the deadline for filing now matches the deadline for tax payments announced previously

By Bloomberg
401(k) lawsuits keep coming, despite COVID-19
RETIREMENT PLANNING MAR 19, 2020
401(k) lawsuits keep coming, despite COVID-19

Two lawsuits over plans’ target-date investments were filed in the past week, and there was a major development in another case

By Emile Hallez
Voya adds student-loan service for 401(k)s
RETIREMENT PLANNING MAR 19, 2020
Voya adds student-loan service for 401(k)s

The plan record keeper added a service allowing employers to make loan payments or plan contributions for workers

By Emile Hallez
Investor advocate says variable annuity summary prospectus lacked sufficient testing
LIFE INSURANCE AND ANNUITIES MAR 18, 2020
Investor advocate says variable annuity summary prospectus lacked sufficient testing

The SEC says in the final rule that it solicited feedback on hypothetical forms

By Mark Schoeff Jr.
Annuities, hard hit by COVID-19, give retirees one less option
RETIREMENT PLANNING MAR 18, 2020
Annuities, hard hit by COVID-19, give retirees one less option

Insurers have started pulling some products amid volatility and low interest rates

By Emile Hallez