Retirement

Displaying 11713 results
Industry group asks DOL for guidance on finding missing participants
RETIREMENT PLANNING JUL 26, 2018
Industry group asks DOL for guidance on finding missing participants

Until such guidance is issued, the ERISA Industry Committee is asking the Department of Labor to cease sending threatening letters to plan administrators.

By Brian Croce
61 is the 'magic' age when it comes to retirement
RETIREMENT PLANNING JUL 26, 2018
61 is the 'magic' age when it comes to retirement

Advisers can use a mathematical formula to more safely guide a client's retirement income portfolio.

By Greg Iacurci
Appeals court says university cannot force ERISA lawsuits into arbitration
RETIREMENT PLANNING JUL 25, 2018
Appeals court says university cannot force ERISA lawsuits into arbitration

Decision involves two lawsuits related to University of Southern California retirement plans.

By Robert Steyer
New GOP tax-cut framework would make individual cuts permanent
REGULATION AND LEGISLATION JUL 25, 2018
New GOP tax-cut framework would make individual cuts permanent

Plan would also create universal savings accounts, but it doesn't offer fixes for glitches in last year's overhaul.

By Bloomberg
In wake of tax reform, muni bond market gains footing
FIXED INCOME JUL 25, 2018
In wake of tax reform, muni bond market gains footing

Supply-demand imbalance has boosted munis so far this year.

By Jeff Benjamin
Finra whacks Advisor Group, NPH with $2.7 million in fines over variable annuity sales
LIFE INSURANCE AND ANNUITIES JUL 25, 2018
Finra whacks Advisor Group, NPH with $2.7 million in fines over variable annuity sales

Eight broker-dealers censured for supervisory laxity in monitoring VA exchanges.

By InvestmentNews
Systems glitch sends erroneous text messages to some Vanguard customers
RETIREMENT PLANNING JUL 25, 2018
Systems glitch sends erroneous text messages to some Vanguard customers

Text said a 401(k) loan was being processed, but no accounts were actually affected.

By Bloomberg
Ladenburg bets advisers will serve more self-employed clients in the future
FINTECH JUL 25, 2018
Ladenburg bets advisers will serve more self-employed clients in the future

Firm invested in Track Technologies, a tech tool that automates taxes for "gig economy" workers.

By Ryan W. Neal
Working longer is best way to boost retirement income
RETIREMENT PLANNING JUL 25, 2018
Working longer is best way to boost retirement income

For older workers, staying on the job is a more effective strategy than increasing savings.

By Mary Beth Franklin
Judge dismisses suit against AT&T plan
RETIREMENT PLANNING JUL 24, 2018
Judge dismisses suit against AT&T plan

Plaintiffs given until July 30 to file amended complaint against executives of the $38.6 billion plan.

By Robert Steyer
Move to Florida to pay zero state personal tax? Fuggedaboutit!
TAX JUL 24, 2018
Move to Florida to pay zero state personal tax? Fuggedaboutit!

Many from tri-state talk of fleeing to Sunshine State to avoid high taxes, but few actually do.

By Bloomberg
New focus on workers who don't take a full match
RETIREMENT PLANNING JUL 24, 2018
New focus on workers who don't take a full match

Persistent percentage of defined contribution plan participants contribute below the employer match threshhold.

By Robert Steyer
Judge dismisses amended complaint in Wells Fargo stock-drop case
EQUITIES JUL 24, 2018
Judge dismisses amended complaint in Wells Fargo stock-drop case

Suit involved decline in price of company stock held in the 401(k) plan after regulators fined Wells.

By Robert Steyer
Annuity rule likely won't include a fiduciary standard, NAIC says
LIFE INSURANCE AND ANNUITIES JUL 24, 2018
Annuity rule likely won't include a fiduciary standard, NAIC says

The new language, which is still subject to change, explicitly states what had largely been assumed.

By Greg Iacurci
Intriguing snapshot of HSA users
RETIREMENT PLANNING JUL 24, 2018
Intriguing snapshot of HSA users

Workers who use tax-advantaged health savings accounts are younger, richer and more educated.

By Mary Beth Franklin
Fidelity, Empower to keep fiduciary services for 401(k) plan participants
RETIREMENT PLANNING JUL 23, 2018
Fidelity, Empower to keep fiduciary services for 401(k) plan participants

The decisions mean the continuation of many services put in place due to the DOL fiduciary rule.

By Greg Iacurci
How advisers can ride the 'wave of opportunity' of aging clients
RETIREMENT PLANNING JUL 23, 2018
How advisers can ride the 'wave of opportunity' of aging clients

People are healthier and living longer than ever, and MIT AgeLab's Joe Coughlin says advisers are primed to take advantage.

By Ryan W. Neal
401(k) advisory firms with custom TDFs offer pain, solace to asset managers
RETIREMENT PLANNING JUL 20, 2018
401(k) advisory firms with custom TDFs offer pain, solace to asset managers

The funds offer direct competition but also a way for small or actively managed players to get a piece of the pie.

By Greg Iacurci
Checking one off the bucket list
RETIREMENT PLANNING JUL 19, 2018
Checking one off the bucket list

Columnist tests a long-held dream for her retirement and finds it lacking.

By Mary Beth Franklin
Variety of tax benefits help offset the cost of college
RETIREMENT PLANNING JUL 19, 2018
Variety of tax benefits help offset the cost of college

Parents at all income levels can find something that works for them among options that include 529 plans, tax deductions and tax credits.

By Tim Steffen