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Social Security out of step with many modern families
Family benefits account for a much smaller percentage of Social Security outlays today than they did in the past.
Ameritas to buy Guardian’s 401(k) plan business
The life insurer is the latest record-keeping firm trying to build platform scale through acquisition.
This simple retirement spending strategy takes on the 4% rule
Divide your age by 20 to ensure you won't outlive your savings.
SEC charges brothers with $2.7 million Ponzi scheme targeting elderly
Daniel Rivera allegedly ran a $2.7M phony real-estate venture targeting about 30 investors over six years.
BlackRock’s stock buyback plan at odds with CEO Larry Fink’s statements
Breakfast with Benjamin Larry Fink has been critical of the buyback trend, but that hasn't stopped BlackRock from buying back $275 million worth of its own stock on a quarterly basis.
It’s time to talk about aging and death with your parents
A new survey finds adult children are far less likely to say that these conversations should take place well before their parents retire or get sick.
401(k) providers see participant calls surge in wake of historic Brexit
Call volumes rose in the first few hours of trading Friday as investors tried to make sense of what Brexit means for their retirement accounts.
Social Security cost-of-living adjustment unlikely for 2017
High-income retirees could see net benefits decline next year if Medicare premiums rise.
IRS rethinks rules for savings accounts to care for young people with disabilities
States get additional guidance on how to administer 529 ABLE plans.
401(k) investors concentrated in low-cost mutual funds: Investment Company Institute
The larger trend toward passive investing, as well as cost-consciousness on the part of plan sponsors and general industry push to lower expense ratios, are at play.
How the sharing economy can help provide affordable housing in retirement
These alternatives to traditional living arrangements can help satisfy older Americans' requirements for affordable and accessible living spaces.
Small businesses less generous with 401(k) contributions: Vanguard
Almost 30% of small-business plans don't offer any sort of employer contribution.
Retirement calculators show ‘dramatically different’ results
Studies show publicly available retirement calculators shouldn't be taken at face value.
The fate of your retirement could be determined by this election
New retirement-saving laws will face a challenge if incoming lawmakers are leery of mandates on employers.
How many marriages will really end in divorce?
Millennials have different attitudes toward marriage than their parents. But will they be better at keeping their vows?
Jackson National’s new variable annuity hints at annuities’ future post-DOL fiduciary rule
The firm is developing its first fee-based variable annuity, which many experts say is the future of the product line in the qualified market.
MetLife is second major insurer to exit the brokerage business, in the sale of adviser unit to MassMutual
MetLife is the second major insurer to exit the brokerage business, in the sale of its adviser unit to MassMutual. Mergers may be on the rise due to the Labor Department's proposed fiduciary rule.
How LGBT investors can take advantage of new financial opportunities
Legal recognition of same-sex couples means fewer complications and new options for investing.
Social Security update for gay couples
Legalizing same-sex marriage nationwide opens the door for spousal, survivor, disability and Medicare benefits.
How noncitizens can access Social Security benefits
Foreign workers and dependents retiring abroad face complicated rules.
