Retirement

Displaying 11709 results
A crisis is a terrible thing to waste
OPINION MAR 18, 2020
A crisis is a terrible thing to waste

How the COVID-19 pandemic could change the 401(k) market

By Fred Barstein
Roth conversions 'on sale' and other retirement advice amid the market crash
RETIREMENT PLANNING MAR 18, 2020
Roth conversions 'on sale' and other retirement advice amid the market crash

People near retirement are the most at risk from the sell-off, and advisers have several recommendations for them

By Emile Hallez
Wells Fargo named in new 401(k) lawsuit
RETIREMENT PLANNING MAR 17, 2020
Wells Fargo named in new 401(k) lawsuit

The company has been sued again over its use of its own products in its retirement plan

By Emile Hallez
Treasury delays April 15 tax deadline for millions
REGULATION AND LEGISLATION MAR 17, 2020
Treasury delays April 15 tax deadline for millions

The extension gives individuals and many businesses 90 extra days to send checks to the government

By Bloomberg
Social Security closes local offices nationwide
RETIREMENT PLANNING MAR 17, 2020
Social Security closes local offices nationwide

Critical services still available over the phone and online

By Mary Beth Franklin
One TDF series outperforms others in market plunge
RETIREMENT PLANNING MAR 16, 2020
One TDF series outperforms others in market plunge

The newer product line has a different approach to asset allocation than most other target-date funds

By Emile Hallez
Singles, survivors most affected by Medicare surcharges
RETIREMENT PLANNING MAR 13, 2020
Singles, survivors most affected by Medicare surcharges

Roth conversions can help reduce clients' health care costs and taxes, given the impact that required minimum distributions can have on Medicare premiums

By Mary Beth Franklin
Captrust stays hungry with purchase of $5.5 billion advisory firm
RIAS MAR 12, 2020
Captrust stays hungry with purchase of $5.5 billion advisory firm

The deal closed just ahead of the market downturn

By Jeff Benjamin
Trump's proposed payroll tax holiday could hurt the economy more than it helps
RETIREMENT PLANNING MAR 12, 2020
Trump's proposed payroll tax holiday could hurt the economy more than it helps

In a speech Wednesday, the president said he would pressure Congress to suspend Social Security and Medicare taxes for the rest of the year

By Emile Hallez
Trump’s payroll tax cut gets lukewarm reception on Capitol Hill
REGULATION AND LEGISLATION MAR 12, 2020
Trump’s payroll tax cut gets lukewarm reception on Capitol Hill

Democrats focus on paid sick leave; experts say fluid situation may change

By Mark Schoeff Jr.
SEC adopts rule to streamline variable annuity, variable life prospectuses
LIFE INSURANCE AND ANNUITIES MAR 11, 2020
SEC adopts rule to streamline variable annuity, variable life prospectuses

Summary prospectuses will be considerably shorter than the documents customers currently receive

By Mark Schoeff Jr.
Auto-IRA floated in Colorado
RETIREMENT PLANNING MAR 11, 2020
Auto-IRA floated in Colorado

The state is one of a number that have considered or adopted a public savings system for private-sector workers who don't have access to employer-sponsored retirement plans

By Emile Hallez
Treasury may extend April 15 tax deadline over coronavirus
TAX MAR 11, 2020
Treasury may extend April 15 tax deadline over coronavirus

That deadline is cited in the tax code, but the agency regularly makes exceptions, especially for victims of natural disasters

By Bloomberg
Judge pulls plug on CenturyLink 401(k) lawsuit
RETIREMENT PLANNING MAR 10, 2020
Judge pulls plug on CenturyLink 401(k) lawsuit

The court granted summary judgment for the telecommunications firm, finding that its $5 billion plan did not violate federal law

By Emile Hallez
Fears over market drop could cause some to postpone retirement
RETIREMENT PLANNING MAR 10, 2020
Fears over market drop could cause some to postpone retirement

Survey of those nearing retirement shows many would opt to work longer

By Mary Beth Franklin
Alight, Estee Lauder settle case of plundered 401(k)
RETIREMENT PLANNING MAR 09, 2020
Alight, Estee Lauder settle case of plundered 401(k)

Thieves raided a retirement plan participant's account of $99,000, nearly emptying it

By Emile Hallez
Loan provider adds 401(k) service for debt-weary workers
RETIREMENT PLANNING MAR 09, 2020
Loan provider adds 401(k) service for debt-weary workers

Retirement plan sponsors can now make contributions on behalf of employees who are paying down student loans

By Emile Hallez
Aon to purchase Willis Towers for $30 billion
LIFE INSURANCE AND ANNUITIES MAR 09, 2020
Aon to purchase Willis Towers for $30 billion

The deal will combine the world's second- and third-biggest insurance brokerages

By Bloomberg
Market plunge tests performance of target-date funds
RETIREMENT PLANNING MAR 06, 2020
Market plunge tests performance of target-date funds

Managers made several changes following the 2008 crisis, including reducing allocations to high-yield bonds and equities

By Emile Hallez
Fidelity's new mutual funds target HSA investments
RETIREMENT PLANNING MAR 05, 2020
Fidelity's new mutual funds target HSA investments

The products encourage clients to use health savings accounts as investment vehicles

By Emile Hallez