Results for "retirement"

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US rate of gray divorce has doubled since the 90s

July 19, 2019

In one sense, Amazon.com Inc. founder Jeff Bezos and his ex-wife, MacKenzie Bezos, are nothing special. By finalizing their divorce this month, they join the millions of Americans now splitting up in middle age. The rate of divorce after age...

Goldman Sachs has what other 401(k) firms want

July 19, 2019

Goldman Sachs is poised to reap big profits from the 401(k) market. I'm not talking about its traditional asset management business, however — it's in wealth management that the firm could make its biggest mark. To many 401(k) industry executives,...

3 lessons for advisers from 401(k) and 403(b) class-action settlements

July 17, 2019

Retirement plan committees and financial advisers need to pay attention to class-action litigation and settlements to better manage their fiduciary risks. Some of the claims in those lawsuits are obvious; others foreshadow emerging issues that...

Small 401(k) plans lag on important metrics

July 17, 2019

Small 401(k) plans lag their larger counterparts on important metrics such plan participation and automatic enrollment. Small retirement plans — those with less than $20 million — had a plan-weighted participation rate of 72% last year,...

Women in two-income households face greatest retirement risk

July 16, 2019

For years, I've been writing about the retirement challenges that women face as a result of their longer average lifespans, lower lifetime earnings and the fact that most women end up alone as a result of divorce, widowhood or never having married....

3 aspects of retirement affected by divorce

July 15, 2019

Divorce rates for people age 50 and over have doubled since 1990, according to the Pew Research Center. Divorce can have both positive and negative impacts on happiness and finances. Michael Finke, chief academic officer of the American College...

LPL partners with Nationwide on 401(k) training for bank channel advisers

July 12, 2019

LPL Financial has just concluded a pilot program with record keeper Nationwide to train LPL financial advisers in banks and credit unions to do retirement plan business, with the hope of ultimately capturing more small-market 401(k) clients....

The SECURE Act: Completing an unfinished masterpiece

July 12, 2019

Congress is considering legislation that could ensure dignified retirements for millions more Americans. The House of Representatives recently passed the Setting Every Community Up for Retirement Enhancement Act, which builds on the best elements...

Retirement has become the lynchpin of complete advisory practices

July 11, 2019

Few advisers started their careers focused on defined-contribution plans like 401(k)s. Most DC practices grew from either wealth management or employee benefits firms leveraging relationships to cross-sell DC plans. But that is changing, with...

Hub in talks to buy $40 billion LPL branch Global Retirement Partners

July 11, 2019

Insurance brokerage Hub International is in talks to buy Global Retirement Partners, the largest retirement-focused branch of LPL Financial with $40.1 billion in assets, according to two sources with knowledge of the discussions. GRP, a registered...

Edelman Financial Engines losing COO John Bunch

July 11, 2019

Edelman Financial Engines chief operating officer John Bunch is leaving the firm — and the financial services industry altogether, according to an update on his LinkedIn page. Mr. Bunch recently updated his social media profile to indicate...

The best states for retirement

July 10, 2019

Where you go to hang your hat in retirement is a massive life decision. The perfect location may vary by person, but at the end of a long career most of us would like to settle in a place with a low cost of living. Decent weather and a few museums...

Cetera, Allianz and Capital Group partner on retirement income technology

July 10, 2019

Cetera, Allianz and Capital Group are collaborating on a new retirement income tool the companies say will help advisers generate a reliable source of retirement income that lasts the rest of a client's life. The tool, SetIncome, is exclusively...

Fidelity says it's entitled to alleged 'secret payments' in 401(k) plans

July 9, 2019

Fidelity Investments said it is legally entitled to payments it receives in connection with 401(k) investments and that the collection of such fees has become necessary for record keepers given the prevailing economics of the industry. Fidelity,...

Client longevity is advisers' top retirement planning concern

July 8, 2019

Individuals who pay for financial advice generally are feeling positive about their ability to prepare for their post-working days. Nearly all (87%) feel "knowledgeable and educated when it comes to planning for retirement," and most (80%) believe...

Educate clients on the reality of Social Security benefits

July 6, 2019

Year after year, despite handwringing from experts, nothing much seems to happen to address the draining of Social Security trust funds. Perhaps no one is worried because the well won't run dry for more than a decade, and much of the public...

The perils of do-it-yourself IRA transactions

July 2, 2019

Do you have clients who are do-it-yourselfers? While consulting YouTube for tips on a minor home improvement project may work out just fine, DIY can create serious problems when it comes to moving retirement funds. The tax laws are particularly...

Treasury proposes curtailing 'one bad apple' rule for MEPs

July 2, 2019

The Treasury Department Tuesday issued a proposed regulation to water down the "one bad apple" rule that critics claim has prevented broader uptake of certain retirement plans by employers. The one bad apple rule applies to a type of defined-contribution...

The case for widening the RPA business model — and how to do it

June 28, 2019

Positioning advisory firms for today's competitive environment The following is an excerpt from the Voya Financial Advisors and InvestmentNews white paper — Building a Balance: Scaling your business to serve plan sponsors and wealthy clients....

Retirees lose $3.4 trillion by claiming Social Security too early

June 28, 2019

Despite all the talk about the value of maximizing Social Security benefits, it seems few retirees are listening. The fact that only 4% of retirees wait until age 70 to claim their maximum retirement benefits is not news. What is noteworthy,...

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