Results for "retirement"

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New rules for annuities and target date funds inspire products race

October 30, 2014

Retirement plan service providers are revving up their product development engines now that the Treasury and Labor departments are paving the way for annuities to be paired with target date funds in 401(k) plans. Plan service providers have...

Great-West Financial renames new retirement plan business Empower

October 30, 2014

Great-West Financial has renamed the retirement plan entity that combines the businesses of J.P. Morgan and Putnam Investments: The group is now called Empower. The new name is the latest step in Great-West's integration of sister company Putnam...

Vanguard's John Bogle beats the low-fee drum, takes a fresh swipe at active management

October 30, 2014

Vanguard's Bogle says unless you make fees a top priority, your retirement plan will suffer, and the financial “industry doesn't give a damn.” Highlights from the Bogleheads' annual meeting Cheap oil adds up to more bad news for gold investors....

Americans feeling squeezed in saving for retirement

October 29, 2014

Seventy-five percent of Americans are finding it harder to set money aside for retirement while keeping up with bills. A new survey found that a significant majority of Americans are relying on Social Security as a key source of retirement income....

Lump sum Social Security payments only for the living

October 27, 2014

The Social Security claiming strategy known as “file and suspend” always generates a lot of questions. One InvestmentNews reader wrote to me recently asking what would happen if a client who had filed and suspended his Social Security benefits...

Basketball star who went bankrupt wishes he'd gotten an MBA

October 27, 2014

Former Boston Celtics player Antoine Walker was just 19 years old in 1996, when he was drafted by the NBA. Flashy endorsements and multimillion-dollar contracts followed. He'd “never have to worry about money again in his life,” then Celtics...

Best- and worst-performing target date funds

October 26, 2014

Target Date 2016-2020 Top 10 3-month return 1-year return 3-year return 5-year return Net assets ($M) Expense ratio* Putnam RetirementReady 2020 A (PRRMX) 0.05% 8.17% 9.67% 7.38% $43.40 0.99% Madison Target Retirement 2020 R6 (MTWRX) -0.34%...

Conservative target-date funds weathered the third quarter market rout

October 26, 2014

More conservative target-date funds — those favoring higher relative positioning in bonds — weathered the market rout best in the third quarter, according to target date fund analyst Janet Yang of Morningstar Inc. (Related data: The best-...

The Fed's QE sleight of hand: Please ignore that $4.5T balance sheet

October 24, 2014

The Fed's dirty little secret: Tapering might end this month, but there's no end in sight for quantitative easing. Pretending the U.S. economy is getting stronger doesn't make it so. A $4.48 trillion balance sheet takes on a life of its own...

Treasury, IRS OK annuities in 401(k) target date funds

October 24, 2014

Treasury Department and IRS approval on Friday of the use of annuities in target date funds in 401(k) plans, including as a default investment, will make lifetime-income features more popular and help ensure that droves of baby boomers don't...

IRS sets cost of living adjustments for 2015

October 23, 2014

Employees will be able contribute more to their defined contribution plans in tax year 2015, thanks to cost-of-living adjustments announced Thursday by the Internal Revenue Service. Contribution limits for employees participating in 401(k),...

Holiday spending can't come soon enough for the economy, markets

October 23, 2014

Calling all consumers. The markets now have their fingers crossed that consumers will step up once again and rescue the economy. Just spend, baby. Take that money you saved on cheaper gas and go buy something, please Social Security is becoming...

Early filers cannot choose their Social Security benefits

October 22, 2014

There must be something in the air. I have received a slew of questions from financial advisers lately asking if a client who files for Social Security benefits before full retirement age can collect only spousal benefits while allowing their...

Social Security cost-of-living adjustment to rise less than 2% again in 2015

October 22, 2014

Social Security benefits will rise 1.7% next year for the nation's 58 million beneficiaries, or about $20 a month for the typical retired worker, the Social Security Administration said on Wednesday. This cost-of-living adjustment for 2015 is...

The bitter economic costs of cheap oil

October 21, 2014

Cheap oil threatens the U.S. energy boom and the fallout is not optimal. In the shale business it's not as easy as just reducing production. Paying less for foreign goods and services Making the case for investing in bond funds gets tougher...

How leverage led the market sell-off

October 20, 2014

Leverage is being singled out as the source of last week's sell0off. When the fur is flying, you sell what you can, not always what you want. 9.6 billion shares a day changed hands on U.S. stock markets last week; more than double the final...

The regulatory hits keep coming for LPL Financial

October 17, 2014

InvestmentNews readers jumped on the latest issues that thrust LPL Financial into the headlines this week. New developments in the robo-adviser space also had our readers buzzing, including the robo response to the market downturn. Social Security...

Ex-Ameriprise adviser pleads guilty to stealing nearly $1 million

October 16, 2014

A former Ameriprise Financial Inc. adviser pleaded guilty on Wednesday to defrauding 24 clients of almost $1 million, according to an announcement from the U.S. Attorney's Office for the District of Minnesota. Between 2008 and 2013, Susan Elizabeth...

The new and improved Social Security statements

October 15, 2014

Surprise, I got mail! I'm not sure why, but I received a Social Security estimated benefit statement in the mail this week. Although I will reach a milestone birthday of 60 later this year, I didn't expect to receive a paper statement because...

Earnings season shapes up as the next test for the markets

October 13, 2014

Third-quarter earnings could be the next reality check for stocks, and for investors. As the reports start rolling out this week there are reasons to worry, but not panic. The five-year corporate earnings love story heads for a rough patch An...

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