Retirement

Displaying 11709 results
Women and retirement preparedness
RETIREMENT PLANNING MAR 05, 2020
Women and retirement preparedness

As International Women's Day approaches this Sunday, female investors continue to face challenges related to longevity and lower lifetime earnings

By Mary Beth Franklin
Balances in self-directed 401(k) accounts up 19% last year: Schwab
RETIREMENT PLANNING MAR 05, 2020
Balances in self-directed 401(k) accounts up 19% last year: Schwab

Participants' asset allocation was largely unchanged, with more than a third of their assets in mutual funds

By InvestmentNews
By the Numbers: Annuities News
LIFE INSURANCE AND ANNUITIES MAR 04, 2020
By the Numbers: Annuities News

What will a new insurance model rule for states mean for advisers who sell annuities? And what is the goal of the new Retirement Income Institute?

By InvestmentNews
Rep used DOL rule as cover to take $150,000 from VAs: Finra
RETIREMENT PLANNING MAR 04, 2020
Rep used DOL rule as cover to take $150,000 from VAs: Finra

The self-regulatory agency this week barred registered rep Louis Cook

By Emile Hallez
Vanguard cements its hold on the target-date marketplace
RETIREMENT PLANNING MAR 04, 2020
Vanguard cements its hold on the target-date marketplace

The trend toward lower costs in retirement plans has benefited products across the industry

By Emile Hallez
The SECURE Act’s unprecedented opportunities
OPINION MAR 04, 2020
The SECURE Act’s unprecedented opportunities

As the legislation brings about big changes in the retirement plan market, will advisers benefit or will they be drowned?

By Fred Barstein
John Hancock sued over 'self-dealing' in 401(k) plan products
RETIREMENT PLANNING MAR 03, 2020
John Hancock sued over 'self-dealing' in 401(k) plan products

The financial services firm is the latest to be targeted for including proprietary products in its retirement plan

By Emile Hallez
Oracle to pay $12 million to settle 401(k) lawsuit
RETIREMENT PLANNING MAR 02, 2020
Oracle to pay $12 million to settle 401(k) lawsuit

The company allegedly breached its fiduciary duty, in part by selecting funds that allegedly made excessive revenue-sharing payments to Fidelity

By Emile Hallez
No stretch IRA? No problem
IRA ALERT MAR 02, 2020
No stretch IRA? No problem

5 reasons why the elimination of the stretch IRA is not the end of the world

By Ed Slott
The new essential
RETIREMENT PLANNING FEB 29, 2020
The new essential

By addressing clients’ health and aging, advisers can prove their value as rising health care costs threaten the security of retirement accounts

By Emile Hallez
401(k) trading spikes amid correction
RETIREMENT PLANNING FEB 28, 2020
401(k) trading spikes amid correction

Rebalancing activity was the highest it's been since 2008, according to record keeper Alight Solutions

By Emile Hallez
Sanders proposes curbing tax break for executive retirement perk
PRACTICE MANAGEMENT FEB 27, 2020
Sanders proposes curbing tax break for executive retirement perk

Presidential candidate to introduce measure that stops execs from delaying paying taxes on stock options and deferred compensation

By Bloomberg
New Vestwell infrastructure removes traditional record keepers from retirement plan administration
RETIREMENT PLANNING FEB 27, 2020
New Vestwell infrastructure removes traditional record keepers from retirement plan administration

Vestwell now brings all non-custody services in-house

By Ryan W. Neal
Weak state oversight of insurance sales hurts investors and advisers
LIFE INSURANCE AND ANNUITIES FEB 27, 2020
Weak state oversight of insurance sales hurts investors and advisers

Insurance salespeople had a part in selling the $1.2 billion Woodbridge Ponzi

By Bruce Kelly
Social Security and survivor benefits
RETIREMENT PLANNING FEB 27, 2020
Social Security and survivor benefits

Widows and widowers have multiple claiming options

By Mary Beth Franklin
Intel 401(k) ruling could bolster some class actions
RETIREMENT PLANNING FEB 26, 2020
Intel 401(k) ruling could bolster some class actions

The Supreme Court decision makes it harder for fiduciaries to cite a three-year window to have ERISA claims dismissed

By Emile Hallez
Annuities group wants 401(k)s for all — including cannabis workers
RETIREMENT PLANNING FEB 26, 2020
Annuities group wants 401(k)s for all — including cannabis workers

The Insured Retirement Institute wants mandatory retirement plan coverage for most businesses, but similar legislation has been floated in the past

By Emile Hallez
Massachusetts fiduciary rule won’t cover variable annuity sales
LIFE INSURANCE AND ANNUITIES FEB 26, 2020
Massachusetts fiduciary rule won’t cover variable annuity sales

The Securities Division says the state considers VAs to be insurance products, not securities

By Mark Schoeff Jr.
Workers win at Supreme Court on 401(k) suit deadlines
RETIREMENT PLANNING FEB 26, 2020
Workers win at Supreme Court on 401(k) suit deadlines

Court rules in a lawsuit filed against Intel that companies can't assume employees read the emails they're sent with details about plan investments

By Bloomberg
Empathy is at the center of FPA  advocacy in 2020
OPINION FEB 25, 2020
Empathy is at the center of FPA advocacy in 2020

The organization's efforts range from state fiduciary measures to the SEC's proposed changes to its advertising rules

By Martin C. Seay