Retirement

Displaying 11705 results
Reassessing the 2022 Medicare premium hike
RETIREMENT PLANNING JAN 27, 2022
Reassessing the 2022 Medicare premium hike

Advocates are urging the feds to lower the record hike in the Part B monthly premium for 2022 now that the price of a new Alzheimer's drug has been halved and its use is under review.

By Mary Beth Franklin
$2 billion in GWG junk bonds sold by advisers are under pressure
ALTERNATIVES JAN 26, 2022
$2 billion in GWG junk bonds sold by advisers are under pressure

GWG Holdings Inc., an investor in life settlements, missed $13.6 million in payments this month to investors in its L Bonds.

By Bruce Kelly
More DC plan lawsuits and settlements, from several litigators
RETIREMENT PLANNING JAN 26, 2022
More DC plan lawsuits and settlements, from several litigators

Law firms Miller Shah and Capozzi Adler have been busy filing cases against retirement plan sponsors, and that's been paying off for them.

By Emile Hallez
Sudden market volatility has advisers preaching calm to newer investors
RIAS JAN 26, 2022
Sudden market volatility has advisers preaching calm to newer investors

As the next generation of investors comes on board, advisers are repeating the age-old mantra about not panicking in response to market swings.

By Jeff Benjamin
Legislation could cut retirement savings gap by 25% or more: EBRI
RETIREMENT PLANNING JAN 25, 2022
Legislation could cut retirement savings gap by 25% or more: EBRI

The analysis found that a federal auto-IRA, improved Saver's Credit and other proposed changes would have a substantial impact on retirement preparedness.

By Emile Hallez
What inflation could mean for annuities
RETIREMENT PLANNING JAN 24, 2022
What inflation could mean for annuities

Many people are likely wondering how heightened inflation will affect their retirement goals, including the role of insurance products they already own or are considering.

By Emile Hallez
SCOTUS vacates Northwestern rulings
RETIREMENT PLANNING JAN 24, 2022
SCOTUS vacates Northwestern rulings

In a decision that's almost certainly unwelcome news for retirement plan sponsors, the Supreme Court said lower courts paid too much attention to whether the university's inclusion of some low-cost options in its plans is sufficient to show fiduciaries abided by their duties.

By Emile Hallez
Wealthspire kicks off rebranding efforts in wealth management build-out
RIAS JAN 24, 2022
Wealthspire kicks off rebranding efforts in wealth management build-out

Lenox Wealth Advisors became Wealthspire over the weekend, with Private Capital Group and Private Ocean the next firms under NFP's umbrella to see name changes.

By Jeff Benjamin
TriNet switches 401(k) plan to Empower
RETIREMENT PLANNING JAN 24, 2022
TriNet switches 401(k) plan to Empower

The move will allow TriNet to provide more website capabilities and additional call center hours to plan participants.

By InvestmentNews
To rethink our retirement ‘system,’ go Down Under
RETIREMENT PLANNING JAN 24, 2022
To rethink our retirement ‘system,’ go Down Under

While American policymakers tend to ignore the approaches of other nations, looking at the Australian experience might make sense.

By InvestmentNews
TIAA offers annuity to corporate retirement plans
RETIREMENT PLANNING JAN 21, 2022
TIAA offers annuity to corporate retirement plans

The deferred fixed annuity is designed to be used as an allocation within managed accounts or custom target-date model portfolios in 401(k)s.

By InvestmentNews
NFP taps two as co-presidents in Northeast
RETIREMENT PLANNING JAN 20, 2022
NFP taps two as co-presidents in Northeast

Kate Henry and Mike Walsh will lead the region for the insurance broker.

By InvestmentNews
Verity launches tool for 403(b) market
RETIREMENT PLANNING JAN 20, 2022
Verity launches tool for 403(b) market

Vynntana allows for collaboration among stakeholders.

By InvestmentNews
Social Security Administration and unions reach pact on reopening
RETIREMENT PLANNING JAN 20, 2022
Social Security Administration and unions reach pact on reopening

Social Security's 1,200 field offices have been closed since March 2020 in response to the pandemic.

By InvestmentNews
Medicare do-over season
RETIREMENT PLANNING JAN 20, 2022
Medicare do-over season

Those who missed enrolling in the program when they were first eligible get a second chance during Medicare's general enrollment period, which runs from Jan. 1 through March 31 each year.

By Mary Beth Franklin
Pandemic likely to have lasting effect on workplace benefits, survey shows
RETIREMENT PLANNING JAN 19, 2022
Pandemic likely to have lasting effect on workplace benefits, survey shows

A third of people say they would quit rather than have to return to an office, a recent survey found.

By Emile Hallez
After record 2021, Captrust is focused on wealth management deals
RIAS JAN 19, 2022
After record 2021, Captrust is focused on wealth management deals

Eight of the 11 acquisitions Captrust did last year involved wealth management firms, a trend that Rush Benton says will continue.

By Jeff Benjamin
Target-date fund sales back up after a dip in 2020
RETIREMENT PLANNING JAN 18, 2022
Target-date fund sales back up after a dip in 2020

The products had net inflows of $23.9 billion, a significant increase from the $6.7 billion in outflows seen in 2020, according to a report from Morningstar.

By Emile Hallez
SageView to acquire $900 million portfolio from Capital One
RETIREMENT PLANNING JAN 18, 2022
SageView to acquire $900 million portfolio from Capital One

Giant Virginia bank’s RIA arm will shed operations as well as assets.

By InvestmentNews
Niche adviser bulks up with a focus on fitness coaches
RIAS JAN 14, 2022
Niche adviser bulks up with a focus on fitness coaches

Justin Green, founder of AssistFP, has learned that developing a niche is an evolutionary process.

By Jeff Benjamin