Retirement

Displaying 11703 results
American workers won't wait for maximum Social Security checks: Schroders
RETIREMENT PLANNING SEP 13, 2022
American workers won't wait for maximum Social Security checks: Schroders

Only 11% of Americans 45 and older plan to wait until they're 70 to start receiving their Social Security benefits.

By Gregg Greenberg
Investors see inflation as top concern
RIAS SEP 13, 2022
Investors see inflation as top concern

Research from State Street Global Advisors exposes a generational divide when it comes to seeking out financial advice.

By Jeff Benjamin
Millennial, Gen Z 'super savers' still bullish on hitting retirement goals
RETIREMENT PLANNING SEP 13, 2022
Millennial, Gen Z 'super savers' still bullish on hitting retirement goals

Nearly 75% of millennial and Gen Z retirement savers who defer close to the IRS maximum are optimistic about meeting their savings goals and retiring comfortably, a Principal survey shows.

By Gregg Greenberg
Norway pops, US drops in retirement ranking
RETIREMENT PLANNING SEP 13, 2022
Norway pops, US drops in retirement ranking

The United States fell to 18th place for retirement security in Natixis Investment Managers' annual retirement index, while Norway grabbed the top spot.

By Gregg Greenberg
DOL orders Wells Fargo to pay $145 million over 401(k) company stock purchases
RETIREMENT PLANNING SEP 12, 2022
DOL orders Wells Fargo to pay $145 million over 401(k) company stock purchases

The Wells Fargo retirement plan paid more than fair market value for stock that diminished participants' savings when it was allocated to their accounts.

By Mark Schoeff Jr.
Vestwell targeting 401(k) TPAs with pair of new products
RETIREMENT PLANNING SEP 12, 2022
Vestwell targeting 401(k) TPAs with pair of new products

The record-keeping platform announced that it's releasing a third-party administrator partner product, Vestwell Flex, as well as a TPA portal.

By Gregg Greenberg
Tax ‘advice’ more important than ever
RIAS SEP 12, 2022
Tax ‘advice’ more important than ever

Advisers who help business-owner clients steer clear of possible tax traps in coming years will be performing a service unlikely to be forgotten.

By InvestmentNews
Integrity extends summer buying spree with Heartland purchase
LIFE INSURANCE AND ANNUITIES SEP 08, 2022
Integrity extends summer buying spree with Heartland purchase

Dallas-based Integrity is once again adding to its footprint with the the acquisition of Kansas City, Missouri-based Heartland.

By Gregg Greenberg
Hub acquires assets of benefit plan consultant
RETIREMENT PLANNING SEP 08, 2022
Hub acquires assets of benefit plan consultant

Direct Advisors of Latham, New York, specializes in serving nonunion construction companies.

By InvestmentNews
Morgan Stanley introduces aggregation of held-away retirement accounts
RETIREMENT PLANNING SEP 07, 2022
Morgan Stanley introduces aggregation of held-away retirement accounts

Morgan Stanley at Work is rolling out a Corporate Retirement Portal to give its plan advisers a consolidated view of retirement data.

By Ryan W. Neal
Social Security minimum benefit rule for survivors
RETIREMENT PLANNING SEP 07, 2022
Social Security minimum benefit rule for survivors

Widows and widowers can boost their survivor benefits by waiting until their full retirement age to claim.

By Mary Beth Franklin
Social Security head addresses complaints about long waits at offices
TAX SEP 07, 2022
Social Security head addresses complaints about long waits at offices

Acting Commissioner Kilolo Kijakazi outlined what the agency is doing to provide a safe environment for those waiting at the agency's offices.

By InvestmentNews
Big change is coming for 401(k)s
OPINION SEP 06, 2022
Big change is coming for 401(k)s

The move to provide guaranteed lifetime income products in defined-contribution plans will transform retirement planning.

By Mitchell Shames
10 best HSAs for investing in 2022
RETIREMENT PLANNING SEP 03, 2022
10 best HSAs for investing in 2022

Morningstar’s ranking of health savings accounts factors in menu design, the quality of the investments offered, the cost to investors and the investment threshold.

By InvestmentNews
Single women trailing married counterparts when it comes to retirement, EBRI says
RETIREMENT PLANNING SEP 02, 2022
Single women trailing married counterparts when it comes to retirement, EBRI says

The latest report from the Employee Benefit Research Institute offers a significant wake-up call when it comes to single female employees and their retirement prospects.

By Gregg Greenberg
Where will crypto head this fall?
RETIREMENT PLANNING SEP 01, 2022
Where will crypto head this fall?

Investors are debating whether to hold or not to hold cryptocurrency in their IRAs or 401(k)s ahead of Wall Street's traditionally volatile fall season.

By Gregg Greenberg
Legislation would end taxes on Social Security payments
RETIREMENT PLANNING SEP 01, 2022
Legislation would end taxes on Social Security payments

A bill introduced by Rep. Angie Craig, D-Minn., faces long odds this year, while the prospects for broader reform of the program depend on the outcome of November's election.

By Mark Schoeff Jr.
Pensions ahead of ESG funds on proxy votes
RETIREMENT PLANNING SEP 01, 2022
Pensions ahead of ESG funds on proxy votes

Compared with general shareholder votes, defined-benefit programs were much more likely to support resolutions around ESG governance and worker protection.

By Emile Hallez
Inflation nudges retirement plan participants to adopt healthy habits
OPINION AUG 31, 2022
Inflation nudges retirement plan participants to adopt healthy habits

While the current economy is causing uncertainty and jitters, it’s also encouraging participants to act more like institutional investors.

By Nick Della Vedova and Jeff Elvander
RPA offers expanded adviser managed accounts
RETIREMENT PLANNING AUG 31, 2022
RPA offers expanded adviser managed accounts

The RIA specializing in public-sector retirement plans is working with Stadion on participant-level personalization and using EPIC's record-keeping platform.

By InvestmentNews