Retirement

Displaying 11715 results
RETIREMENT PLANNING OCT 02, 2013
Brash REIT boss hires his opposite

Hard-charging Schorsch hires white-shoe Roth to run broker-dealer.

By Bruce Kelly
RETIREMENT PLANNING OCT 02, 2013
Putnam's Reynolds repeats call for automatic workplace retirement savings

CEO faces headwinds in Washington after pitched battles over Obamacare.

By Mark Schoeff Jr.
RETIREMENT PLANNING OCT 01, 2013
Gundlach to oversee $450M in annuities push

The manager of the top-performing DoubleLine Total Return Bond Fund, is expanding to variable annuities by subadvising a fund modeled after his flagship for Prudential Plc's Jackson National Life Insurance.

By Matt Ackermann
RETIREMENT PLANNING OCT 01, 2013
Are 401(k) options more confusing than health insurance benefits?

Schwab says participants are clearly puzzled about choosing the right investment mix.

By DJAMIESON
RETIREMENT PLANNING OCT 01, 2013
Tough lessons for advisers from Hutcheson 401(k) case

From ERISA's teeth to who handles fiduciary duties, plenty to take away from saga.

By Darla Mercado
RETIREMENT PLANNING OCT 01, 2013
Retirement attorneys say Yale prof's 401(k) charges hot air

A trio of retirement attorneys has picked apart Yale Law professor Ian Ayers' letters to 401(k) plan sponsors and has debunked his claims of too high fees and limited menu options. <i>Plus: <a href=&quot;http://www.investmentnews.com/article/20130718/FREE/130719905&quot;>What the letters say</a> </i>

By Darla Mercado
RETIREMENT PLANNING SEP 30, 2013
Magic retirement number is 66, but Medicare a key factor

New study finds employee and retiree health care coverage impacts length of working life

By Darla Mercado
RETIREMENT PLANNING SEP 29, 2013
Penn Mutual lays off team of wholesalers and relationship managers

Firm doesn't want 'too much' in variable annuity sales.

By Darla Mercado
RETIREMENT PLANNING SEP 29, 2013
Some could break even with Axa's latest VA buyout offers

By Darla Mercado
RETIREMENT PLANNING SEP 26, 2013
Turning to social media for retirement savings info

More firms using Twitter, LinkedIn, Facebook but workers missing out.

By Megan Durisin
RETIREMENT PLANNING SEP 26, 2013
Annuities changes puzzle advisers

Advisers admit that variable annuities' varying product features and investment menus pose challenges, and insurers could do more to improve their clarity.

By Darla Mercado
RETIREMENT PLANNING SEP 26, 2013
A real life case of confused claiming strategies

When to use 'file and suspend' vs. a restricted claim for spousal benefits.

By Mary Beth Franklin
RETIREMENT PLANNING SEP 26, 2013
Know the VA or stay away

By MFXFeeder
RETIREMENT PLANNING SEP 25, 2013
Two options to 'super-size' Social Security benefits

How financial advisers can help their clients who claim reduced Social Security benefits early and regret it later take steps to reset and maximize their benefits.

By Mary Beth Franklin
Not all MLP funds created equal
TAX SEP 24, 2013
Not all MLP funds created equal

Some go to extraordinary lengths to qualify for preferential treatment under the tax code.

By Robert N. Gordon
RETIREMENT PLANNING SEP 24, 2013
Client advocates

Getting a jump on the effects of aging by preparing future decision makershttp://edit.investmentnews.com/apps/pbcsedit.dll/red#

By Liz Skinner
RETIREMENT PLANNING SEP 23, 2013
Texas man gets 40 years for phony annuities scheme

Took nearly $500K from elderly women

By Darla Mercado
TAX SEP 22, 2013
Holding periods are a moving target

By MFXFeeder
RETIREMENT PLANNING SEP 20, 2013
A timely reminder: Sign up for online Social Security account

By Mary Beth Franklin
RETIREMENT PLANNING SEP 20, 2013
Social Security earnings limits apply to gross wages

Deductions for 401(k) contributions don't affect income subject to cap.

By Mary Beth Franklin