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Your retirement calculator might not be accurate
Studies show publicly available retirement calculators shouldn't be taken at face value.
Skeptical advisers should reexamine their attitudes toward reverse mortgages
Most of the loans' issues have been solved, or at least ameliorated.
John Oliver lambasts U.S. retirement savings system, supports DOL fiduciary rule
The star of a late-night HBO comedy show had some biting words for non-fiduciary brokers, high 401(k) fees and active fund management.
Want to work past retirement age? You’re not alone
Senior citizens are already working more now than they did in the 1980s and 1990s. But can we raise the retirement age for good?
Wall Street figuring out how to hedge against a Donald Trump presidency
Breakfast with Benjamin Wall Street investors are working on how to position their portfolios for a potential Donald Trump presidency.
A widow’s Social Security dilemma
Earnings test complicates choice between retirement and survivor benefits.
Social Security cost-of-living adjustment unlikely for 2017
High-income retirees could see net benefits decline next year if Medicare premiums rise.
Choosing default investment alternatives for 401(k)s requires close due diligence
Maximizing the potential for positive participant outcomes, and minimizing regulatory and litigation risks, requires close analysis of QDIAs.
Madoff sons’ fight over cash continues after their deaths
Mark and Andrew Madoff died without resolving a 2009 lawsuit accusing them of squandering $150 million of investors' money.
Financial advisers weigh in on the best money advice they received from their dads
Experts share what they learned from their fathers — and what they are eager to impress upon their kids.
What advisers and plan sponsors should include in investment policy statements
Avoid being the target of lawsuits by establishing and documenting a prudent process.
DOL supports ESG fund use in 401(k) plans
New guidance amends old rules that had a "chilling effect" on ESG fund use in ERISA plans.
State Street execs expect retirement savings law by 2018
State and federal initiatives are growing dialogue between policymakers, industry and congressmen around the retirement savings gap.
71% of U.S. households fall below the $100,000 asset threshold for advisers
Incorporating robo-advice might make servicing middle market more profitable, Cerulli study says.
Less than perfect credit? No mortgage for you
While surveys say credit is loosening for some types of loans, standards are still far tighter than they were before the financial crisis.
Who’s keeping track of IRA basis?
IRA basis is required to be tracked on IRS Form 8606 “Nondeductible IRAs,” which is filed with a client's tax return.
MassMutual settles 401(k) suit with its employees for $31 million
The insurer joins other firms such as Fidelity Investments and Ameriprise Financial in settling allegations over excessive 401(k) fees in their own company plans.
Changes in reverse mortgages give advisers new tools in retirement planning
Prominent researchers are embracing the home equity product as a key retirement planning tool. Will advisers follow? (Related: 9 surprising ways to use a reverse mortgage)
Attention baby boomers: Time to start taking your required minimum distributions
The first wave of boomers turns 70½ and must start taking distributions from their retirement savings.
DOL fiduciary rule can also be applied to insurance
Finding a policy that works in the best interests of your clients not as hard as you think
