Retirement

Displaying 11722 results
RETIREMENT PLANNING SEP 23, 2015
Vanguard knocks Fidelity from top spot of DC assets ranking after decades-long run

Index giant enjoys 7.9% increase in assets over last year while Boston behemoth suffers 3.4% drop.

By Meaghan Kilroy
States should have flexibility in crafting workplace-based retirement plans: GAO
RETIREMENT PLANNING SEP 23, 2015
States should have flexibility in crafting workplace-based retirement plans: GAO

Report looks at estimates of workplace retirement savings program coverage, strategies used by states and other countries to expand coverage among private-sector workers and challenges that states could face.

By Hazel Bradford
Transamerica to buy Mercer's defined-contribution record-keeping business
RETIREMENT PLANNING SEP 23, 2015
Transamerica to buy Mercer's defined-contribution record-keeping business

The deal is expected to add $71 billion in assets under administration and 917,000 participants to Transamerica's record-keeping platform.

By Greg Iacurci
It's not too early to start preparing for mutual fund capital gains taxes
EQUITIES SEP 23, 2015
It's not too early to start preparing for mutual fund capital gains taxes

<i>Breakfast with Benjamin</i>: If you thought 2014 was a rough year for mutual fund capital gains taxes, you might want to start adjusting those portfolios to avoid a repeat.

By Jeff Benjamin
NextCapital takes on competing retirement robos with 401(k) account aggregation
RETIREMENT PLANNING SEP 23, 2015
NextCapital takes on competing retirement robos with 401(k) account aggregation

With such automated functionality, advisers can pull data from various sources to create a comprehensive financial plan.

By Alessandra Malito
How to shop smart during Medicare annual enrollment
RETIREMENT PLANNING SEP 23, 2015
How to shop smart during Medicare annual enrollment

This is the time of year when everyone on Medicare can reevaluate features of their plans to see if they're getting the best coverage at the best price.

By Katy Votava
401(k) advice gap presents opportunity for advisers
RIAS SEP 23, 2015
401(k) advice gap presents opportunity for advisers

Participants want professional retirement-planning advice, but many aren't using it when offered, according to a Schwab study, giving advisers a chance to shine.

By Greg Iacurci
RETIREMENT PLANNING SEP 22, 2015
Texas securities regulator cracks down on firm selling pension streams

Company accused of making &#8220;misleading and deceiving&#8221; statements to investors

By Christine Idzelis
RETIREMENT PLANNING SEP 22, 2015
Here's what would happen if the richest person in every country gave all their money to the poor

It'd mean more in Sweden but not much in India, as the latter has a much higher number of poverty-stricken citizens.

By Bloomberg
RETIREMENT PLANNING SEP 22, 2015
Good omen? Mortgage borrowing has bounced back

These numbers offer proof that the housing market may be turning a corner.

By Bloomberg
Betterment to become first major robo-adviser to offer 401(k) plans to employers
RETIREMENT PLANNING SEP 22, 2015
Betterment to become first major robo-adviser to offer 401(k) plans to employers

Breaking new ground in retirement planning, the automated investment service will begin offering 401(k) plans to employers, competing against giants such as TIAA-CREF, Vanguard, Prudential, Charles Schwab and Fidelity.

By Alessandra Malito
RETIREMENT PLANNING SEP 21, 2015
Economist sees widening inequality due to tax policy, evasion

Tax evasion by individuals costs governments $200 billion a year, and havens used by U.S. multinational companies cost $130 billion annually.

By Bloomberg
The latest data on life insurance companies and long-term-care providers
RETIREMENT PLANNING SEP 20, 2015
The latest data on life insurance companies and long-term-care providers

By InvestmentNews Data
OPINION SEP 20, 2015
7 risks for retirement income planning

Those entering retirement are crossing the threshold into an entirely foreign way of living, where they are vulnerable to several hazards.

By Wade Pfau
The rise and fall of commodities puts some advanced economies on the ropes
EQUITIES SEP 18, 2015
The rise and fall of commodities puts some advanced economies on the ropes

<i>Breakfast with Benjamin</i> The atrophy of the manufacturing sector as commodity prices wane is wreaking havoc on a number of advanced economies.

By Jeff Benjamin
Why the upward trend for stocks is no more
EQUITIES SEP 18, 2015
Why the upward trend for stocks is no more

Plus: Goldman's Cohen says don't chase high-dividend stocks, university endowments become hedge funds, and companies are taking the carbon tax threat seriously

By Jeff Benjamin
IRA ALERT SEP 18, 2015
Roth IRAs: Supersaving for college

Popular retirement vehicle has several advantages over a traditional 529 plan in many cases

By Ed Slott
The Fed sets the stage for a December tantrum
EQUITIES SEP 17, 2015
The Fed sets the stage for a December tantrum

<i>Breakfast with Benjamin</i>: Janet Yellen's September delay could lead to a December repeat of the taper tantrum.

By Jeff Benjamin
What would rising interest rates mean for you?
RETIREMENT PLANNING SEP 17, 2015
What would rising interest rates mean for you?

Here's what to do &amp;mdash; and not do &amp;mdash; when the Fed raises rates.

By Bloomberg
RETIREMENT PLANNING SEP 17, 2015
One year later, a dispatch from the retirement front

<i>Crain's Wealth</i> contributing editor reflects on how life has changed since her husband retired a year ago.

By Mary Beth Franklin