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Reforms could solve Social Security funding woes
But high-income retirees might pay more, get less.
Here’s where rising incomes have made buying homes more affordable
In some traditionally expensive housing markets, higher incomes were outflanked by rising housing costs.
Voya targeted in 401(k) fee suit hinging on relationship with Financial Engines
Voya allegedly took a "substantial portion" of the fee charged for investment advice, even though Financial Engines did the bulk of the work.
How Social Security benefits are calculated
Estimated benefits assume continued earnings through full retirement age.
New Congressional bill addresses Medicare enrollment confusion
An antiquated, overly complex Part B enrollment process contributes to costly enrollment mistakes among many people new to Medicare.
State Farm, citing DOL fiduciary rule, cuts agents from mutual fund and variable annuity sales
The insurer, which is moving to a "self-directed call center" approach for certain investment products, is among the few companies which has publicized plans for compliance with the DOL rule.
Empower evolving 401(k) defaults with TDF-managed account hybrid
While some agree with the firm's logic underpinning the product, they question whether the product can overcome some of the traditional hurdles of managed accounts.
Government Accountability Office pushes DOL to update 401(k) annuity rules
The Labor Department, however, offered a rebuke to the recommendations, saying they would erode consumer protections.
What the U.S. gets wrong about retirement income
When helping retirees tap retirement assets efficiently so they don't run out of money in retirement, America is a laggard.
What the US gets wrong about lifetime income
When helping retirees tap retirement assets efficiently so they don't run out of money in retirement, America is a laggard.
The value of dividends in retirement
Investing in stocks that provide both high and growing dividend income may benefit a portfolio undergoing the duress of withdrawals.
DOL fiduciary rule could cause half of potential IRA rollover assets to stay put: Report
Because of the DOL fiduciary rule, Cerulli expects more money will remain in employer-sponsored retirement plans.
Protect client assets from aggressive unclaimed property rules
Ignoring proxy letters could lead to lost assets.
Small Social Security cost-of-living adjustment likely for 2017
But increase would be seven times higher if pegged to Consumer Price Index for the elderly.
Could your financial adviser be charging unnecessarily high fees?
Make sure your adviser is a fiduciary — legally required to put your interests first — and seek out advisers and planners who aren't just good at selling investments.
More millennials avoid reckoning with the Tax Man
The prevalence of student loans, a gig economy and transitory lifestyles makes it difficult for millennials to own up to what they owe and pay back the IRS.
Attorney Jerry Schlichter opens up about 403(b), 401(k) suits
After recent filings of a dozen lawsuits against university retirement plans, InvestmentNews spoke with the high-profile attorney about the broader world of ERISA fee litigation.
How Social Security benefits are calculated
Estimated benefits assume continued earnings through full retirement age.
New Congressional bill addresses Medicare enrollment confusion
An antiquated, overly complex Part B enrollment process contributes to costly enrollment mistakes among many people new to Medicare.
Why consistency adds value in retirement investing
As many advisors have come to know through experience, a consistent and long-term approach to investing may help…
