Retirement

Displaying 11711 results
Calculating Social Security survivor amounts
RETIREMENT PLANNING DEC 19, 2018
Calculating Social Security survivor amounts

What happens to the survivor if a worker dies before claiming benefits?

By Mary Beth Franklin
New bill links 401(k) matches to student loan payments
RETIREMENT PLANNING DEC 19, 2018
New bill links 401(k) matches to student loan payments

The legislation 'has legs' given that retirement policy debates will be front and center in Congress next year.

By Greg Iacurci
Retirement savings legislation dies in lame-duck Congress
RETIREMENT PLANNING DEC 19, 2018
Retirement savings legislation dies in lame-duck Congress

Proponents hope bill will be re-introduced early next year.

By Mark Schoeff Jr.
How advisers can help 401(k) plans manage the risk of missing participants
RETIREMENT PLANNING DEC 18, 2018
How advisers can help 401(k) plans manage the risk of missing participants

The DOL hasn't issued concrete guidance on the issue, but there are hints on how to avoid trouble.

By Fred Reish
Annuity group says Ohio National poses risk to industry
LIFE INSURANCE AND ANNUITIES DEC 18, 2018
Annuity group says Ohio National poses risk to industry

Insured Retirement Institute says insurer's move to shore up its finances may create negative perception that harms annuity industry.

By Greg Iacurci
UBS sues Ohio National over lost variable annuity commissions
LIFE INSURANCE AND ANNUITIES DEC 17, 2018
UBS sues Ohio National over lost variable annuity commissions

Wirehouse joins handful of other firms seeking to prevent insurer from cutting off flow of adviser trails.

By Greg Iacurci
New tax laws invite strategic sidestepping
TAX DEC 17, 2018
New tax laws invite strategic sidestepping

Uncertainty looms, but there may be some good news ahead for taxpayers.

By Bloomberg
Oregon will help other states launch own auto-IRA programs
RETIREMENT PLANNING DEC 17, 2018
Oregon will help other states launch own auto-IRA programs

States looking for potential partnerships to increase retirement-plan coverage

By Greg Iacurci
Lack of investment options plague HSAs
RETIREMENT PLANNING DEC 17, 2018
Lack of investment options plague HSAs

Retirement plan advisers can't match HSA investments with 401(k)s because of too few fund options.

By Greg Iacurci
Why Laurie Nardone Chose Independence
RETIREMENT PLANNING DEC 17, 2018
Why Laurie Nardone Chose Independence

Learn how an advisor made the transition to independence with an abundance of resources and guidance before, during and after the move.

By Gillian Albert
Show employees your commitment to diversity and inclusion from day one
RETIREMENT PLANNING DEC 15, 2018
Show employees your commitment to diversity and inclusion from day one

It is vital for companies to represent the people they serve.

By Ron Adams
Savvy advisers, take a close look at the Roth IRA
RIAS DEC 15, 2018
Savvy advisers, take a close look at the Roth IRA

Clients are looking for good news, and this could be the perfect year-end gift.

By crain-api
Couples should coordinate Social Security, Medicare decisions
RETIREMENT PLANNING DEC 14, 2018
Couples should coordinate Social Security, Medicare decisions

Marital status and employment dictate signup deadlines.

By Mary Beth Franklin
BlackRock, Microsoft partner to develop retirement platform
RETIREMENT PLANNING DEC 14, 2018
BlackRock, Microsoft partner to develop retirement platform

Details are vague, but the partnership continues BlackRock's expansion into the technology market.

By Ryan W. Neal
Whiskey insurance is far from old-fashioned — demand is skyrocketing
ALTERNATIVES DEC 13, 2018
Whiskey insurance is far from old-fashioned — demand is skyrocketing

The rise in prices and attendant need for insurance give a view into the changing landscape of alternative investments.

By Bloomberg
Top 3 planning moves for advisers under new tax law
REGULATION AND LEGISLATION DEC 13, 2018
Top 3 planning moves for advisers under new tax law

Strategies around charitable giving and business structures appear to be most prevalent as a result of the new regime.

By Greg Iacurci
Edward Jones settles 401(k) lawsuit for $3.2 million
RETIREMENT PLANNING DEC 13, 2018
Edward Jones settles 401(k) lawsuit for $3.2 million

Plaintiffs alleged the brokerage predominantly used funds in its 401(k) plan that furthered its own business interests at the expense of employees.

By Greg Iacurci
Tax reform can be a growth engine for your advisory firm
PRACTICE MANAGEMENT DEC 13, 2018
Tax reform can be a growth engine for your advisory firm

Only 4 of 10 millionaires who use an adviser said their adviser had talked to them about the impact of tax reform.

By David Canter
Indexed annuity sales will soon eclipse those of variable annuities: Cerulli
LIFE INSURANCE AND ANNUITIES DEC 12, 2018
Indexed annuity sales will soon eclipse those of variable annuities: Cerulli

The marketing pitch of indexed annuities — upside potential with downside protection — seems to have resonated with investors and their advisers.

By Greg Iacurci
Couples should coordinate Social Security, Medicare decisions
RETIREMENT PLANNING DEC 12, 2018
Couples should coordinate Social Security, Medicare decisions

Marital status and employment dictate signup deadlines.

By Mary Beth Franklin