Retirement

Displaying 11721 results
RETIREMENT PLANNING AUG 27, 2015
Congresswoman hopes hearing will build momentum against DOL fiduciary rule

Two House subcommittees will hold a joint hearing Thursday focusing in part on a bill written by Rep. Ann Wagner to thwart efforts to raise investment advice standards for retirement accounts.

By Mark Schoeff Jr.
RETIREMENT PLANNING AUG 27, 2015
Retirement savings gap between sexes narrows, but women still lag

Lower income, less savings, higher health costs and longer life expectancy contribute to the disparity, but anecdotal and statistical evidence point to a shrinking margin.

By Greg Iacurci
Fees v. commissions: Different tax advantages
TAX AUG 27, 2015
Fees v. commissions: Different tax advantages

Advisers need to create a pricing model that best reflects the type of business they run and the services they provide.

By Tim Steffen
RETIREMENT PLANNING AUG 27, 2015
Retirement plan advisers are preparing for major changes

Experts weigh in with best practices retirement plan advisers should make sure they have in place given pending industry shifts

By MFXFeeder
Boeing 401(k) fiduciary breach lawsuit settled
RETIREMENT PLANNING AUG 26, 2015
Boeing 401(k) fiduciary breach lawsuit settled

The provisional settlement affects 190,000 employees and retirees of Boeing who first brought a case against the company in September 2006.

By Robert Steyer
Gloom overshadows Wall Street, but some economists still see a September rate hike
EQUITIES AUG 25, 2015
Gloom overshadows Wall Street, but some economists still see a September rate hike

<i>Breakfast with Benjamin</i>: Despite the mood on Wall Street getting downright gloomy, some economists still think the Fed will raise interest rates next month.

By Jeff Benjamin
RETIREMENT PLANNING AUG 25, 2015
How to file for Social Security benefits online

Given long waits on the phone or for in-person appointments, online applications could be the best way to go.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 24, 2015
Now is not the time to look at your 401(k) investment performance

You no longer have to wait for a quarterly statement; you can log on right now and look. However, do yourself a favor &amp;mdash; and don't.

By Megan McArdle
Amazon's risky 401(k) plan
RETIREMENT PLANNING AUG 24, 2015
Amazon's risky 401(k) plan

Online retail giant's retirement program doesn't have much in common with its Silicon Valley peers, with company matches made entirely in Amazon stock.

By Bloomberg
RETIREMENT PLANNING AUG 24, 2015
Health-care scammers commit Medicare fraud beyond U.S. borders

Florida health-care companies illegally billed the government $25 million for services to people in Nicaragua.

By Bloomberg
OPINION AUG 24, 2015
Now is not the time to look at 401(k)s

We live in the Internet age, and clients no longer have to wait for a quarterly statement. They can log on right now and look. Tell them not to.

By Megan McArdle
Is the bull market making advisers and investors behave better?
RETIREMENT PLANNING AUG 24, 2015
Is the bull market making advisers and investors behave better?

Mutual fund investors get closer to capturing 100% of the returns of the funds they invest in, according to Morningstar.

By Trevor Hunnicutt
It's early days for most robos eyeing the 401(k) market
RETIREMENT PLANNING AUG 24, 2015
It's early days for most robos eyeing the 401(k) market

As Financial Engines &amp; Wells Fargo announce their partnership, there are only a handful of automated investment services competing for defined contribution retirement plan participants.

By Alessandra Malito
RETIREMENT PLANNING AUG 21, 2015
Surprise: It may be wiser to pay smaller loans first

A new study suggests that the quickest way out of debt may be getting 'small victories.'

By Trevor Hunnicutt
RETIREMENT PLANNING AUG 21, 2015
MetLife launches first longevity annuity for individual clients' retirement accounts

Latest product comes as qualified longevity annuity contracts look for a place in retirement accounts.

By Trevor Hunnicutt
RETIREMENT PLANNING AUG 20, 2015
Why women need life insurance

Having the right life insurance policy can give moms a peace of mind knowing their families will be taken care of if the worst were to happen.

By Ryan Daly
RETIREMENT PLANNING AUG 20, 2015
Don't let health care costs derail your retirement plans

Tools can help you to refine cost projections and reduce Medicare surcharges.

By Mary Beth Franklin
RETIREMENT PLANNING AUG 19, 2015
Labor Department gets state-based auto-IRA rule plans together

Once approved by the Office of Management and Budget, a proposed rule is expected to be issued by the end of the year.

By Hazel Bradford
EBRI hires Mercer partner Conaway to replace Salisbury as CEO
RETIREMENT PLANNING AUG 19, 2015
EBRI hires Mercer partner Conaway to replace Salisbury as CEO

New executive will leave consulting firm at end of September; has been on benefits research firm's board for more than a decade.

By Rob Kozlowski
RETIREMENT PLANNING AUG 19, 2015
How you should react to the IRS data breach

The number of citizens exposed in the tax hack reportedly triples. What if you were a victim of the cyber-crime?

By Liz Skinner