Retirement

Displaying 11710 results
Seven retirement questions all advisers should ask
RETIREMENT PLANNING JUN 28, 2012
Seven retirement questions all advisers should ask

The answers can prove pivotal in setting up an investment program for clients, says professor

By Darla Mercado
ALTERNATIVES JUN 26, 2012
Falcone resigns as chairman, CEO of Harbinger Group

Founder of hedge fund firm Harbinger Capital Partners last year settled a probe by U.S. regulators by admitting improperly borrowing money from his fund to pay his personal taxes.

By Bloomberg
Fewer investors read through a VA prospectus in 2012
RETIREMENT PLANNING JUN 25, 2012
Fewer investors read through a VA prospectus in 2012

Even fewer investors are reading their variable annuity prospectus, which can be 150-300 pages long; brevity would help reader rates

By Darla Mercado
Romney draws sports team owners but players prefer Obama
RIAS JUN 25, 2012
Romney draws sports team owners but players prefer Obama

Even the Yankees, Sawx rivalry carries over to owners' prexy picks

By Doug Cubberley
EQUITIES JUN 24, 2012
The next opponent for Wall Street banks? Their own employees

A drop in stock prices could trigger worker suits over 401(k) plans as investors and sponsors argue over diversification

By Darla Mercado
Manulife 'gearing up' U.S. wealth management: CEO
RIAS JUN 24, 2012
Manulife 'gearing up' U.S. wealth management: CEO

By Doug Cubberley
RETIREMENT PLANNING JUN 24, 2012
B-Ds join to pitch REITs

By JKEPHART
RETIREMENT PLANNING JUN 24, 2012
Don't sugarcoat it

By LKUYKENDALL
RETIREMENT PLANNING JUN 22, 2012
J.P. Morgan links up with FASCore in recordkeeping arrangement

J.P. Morgan Asset Management has joined up with FASCore to provide record keeping solutions for the asset manager's small-to-midsized plan clients

By Darla Mercado
RETIREMENT PLANNING JUN 22, 2012
Small retirement plans are sweet on bundled service providers

John Hancock Retirement Plan Services takes the cake among plan sponsors as a favored defined-contribution investment manager.

By Darla Mercado
RIAS JUN 21, 2012
Roth 401(k) gains popularity as way to ax retirees' taxes

By Bloomberg
Stillwater runs dry as OSU, Pickens come up empty in insurance battle
RETIREMENT PLANNING JUN 21, 2012
Stillwater runs dry as OSU, Pickens come up empty in insurance battle

Judge rejects bid to recoup $33 million in soured funding scheme for school's athletic department; life insurance policies taken on 27 donors

By Darla Mercado
RETIREMENT PLANNING JUN 20, 2012
New CE Quiz: Investment and retirement planning

This quiz is based on several recent columns and articles from InvestmentNews that explore the use and performance of alternative investments, as well as developments in the retirement and 401(k) landscape.

By Mark Bruno
Retirement plan providers band together to stop DB proposal in California
RETIREMENT PLANNING JUN 19, 2012
Retirement plan providers band together to stop DB proposal in California

Measure would create public pension for private workers; industry groups cite potential underfunded liabilities

By DJAMIESON
GM pension deal heaps 'significant risk concentration' on Pru: Moody's
RETIREMENT PLANNING JUN 19, 2012
GM pension deal heaps 'significant risk concentration' on Pru: Moody's

Insurer faces asset liability management and longevity risks tied to pension obligations; 'credit negative'

By Darla Mercado
GM follows in Ford's tracks, offers lump sum to retirees
RETIREMENT PLANNING JUN 19, 2012
GM follows in Ford's tracks, offers lump sum to retirees

Automaker also shifting balance of pension plan to Prudential

By Mary Beth Franklin
RETIREMENT PLANNING JUN 18, 2012
DOL does turnaround, backs off controversial brokerage window provisions

In a surprise move, the Department of Labor backed off an earlier provision that tightened the standards governing brokerage account windows. The response of 401(k) advisers and consultants? Huzzah.

By Darla Mercado
For 401(k) advisers, standard come-ons not cutting it anymore
RETIREMENT PLANNING JUN 18, 2012
For 401(k) advisers, standard come-ons not cutting it anymore

Open architecture and fund selection now commonplace; 'evolution'

By Darla Mercado
INsider: Timeline for fiduciary rule slip-sliding away
RETIREMENT PLANNING JUN 18, 2012
INsider: Timeline for fiduciary rule slip-sliding away

Labor Department now shooting to issue proposal during the first half of the year; request for IRA info could gum up the works

By Bloomberg
RIAS JUN 17, 2012
Contemplating an 18% long-term rate

By MFXFeeder