Results for "retirement"

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Why in the world isn't the 401(k) industry entirely digital?

September 26, 2018

As a byproduct of InvestmentNews' recent acquisition, I just hit a major life milestone. I experienced my first 401(k) account rollover, and oh boy, was it eye-opening. As a technology reporter, I'm much more familiar with fintech companies...

Secrets Behind Success: How do top firms retain great talent? (Hint: It’s not all about the money)

September 26, 2018

Most leaders at some point have found themselves discussing how to “keep” a certain talented individual from leaving the organization. Such conversations might have been prompted by a reorganization that impacted the person's role or, just...

Enough with the surveys saying millennials need to save more for retirement

August 7, 2018

A new survey finds many millennials are spending more each month on restaurants, clothes and coffee than they are saving for retirement. It must be a Tuesday. If you haven't heard, my generation loves coffee, avocado toast and killing beloved...

Employer-based rainy day fund could help employees save for retirement

September 21, 2018

American workers support the idea of saving for an emergencies through an employer-based program and such accounts could even help more people stay on track for their long-term financial goals, like retirement, a new survey found. The AARP Public...

Checking one off the bucket list

June 25, 2018

For years, I dreamed about taking a European river cruise, salivating over television ads showing luxury cruise ships floating past ancient castles and iconic windmills. I finally convinced my husband Mike that a river cruise would be the perfect...

The case for clean shares in retirement plans

September 1, 2018

When the topic of 401(k) and 403(b) revenue sharing comes up, advisers get very vocal about why we should be moving to institutional or clean shares. Along with greater transparency, clean shares demystify how defined-contribution plans work...

Drawing down assets from a portfolio need not be tough

September 1, 2018

Decumulation is the hottest topic in the retirement industry today. Service providers are all looking for ways to distribute a reliable and predictable stream of income to defined-contribution-plan participants during their retirement in an...

Retirement plans see rise in cyberattacks

September 1, 2018

Cyberattacks have made their way into the U.S. retirement system. While we may have hoped that employer-sponsored retirement plans would escape the types of cyberattacks plaguing financial service providers and dominating headlines, service...

HSAs functioning more as 401(k)s

September 1, 2018

Retirement plan advisers are increasingly interested in helping employer clients with their health savings accounts. But how should advisers look at these accounts? That depends on whether the employer wants to position the HSA as a transactional...

The gig economy as a backup retirement plan

May 17, 2018

Today, more than one in three U.S. workers are freelancers in the "gig economy," relying on do-it-yourself employment either as their main source of income or as a side job. Freelancers are expected to grow to make up 40% of the American workforce...

Personal Capital takes aim at retirement income

August 31, 2018

Personal Capital's latest feature on its robo platform helps clients create a tax-efficient retirement income strategy. Retirement Paycheck leverages account level tax status, household tax filing status, and the latest state and federal tax...

Get Ready to Guide Clients Through Income Distribution

August 1, 2018

Every day, thousands of baby boomers are cleaning out their desks and heading into retirement. As a result, demand for income-distribution specialists who can help them plan for this new chapter in life is expected to climb for many years. If...

403(b) sponsors finding success beating back lawsuits

September 1, 2018

Sweeping claims began stacking up over a decade ago in federal courts alleging that some of the nation's largest employers breached their fiduciary duties to 401(k) participants under ERISA. These class-action cases contained almost identical...

Consolidation of record keepers for 401(k) plans 'worrisome'

September 1, 2018

Consolidation among record keepers in the retirement-plan business has created concern among some financial advisers. While deal activity has waned since a feverish pace of blockbuster acquisitions leading up to 2016, experts believe the frenetic...

Retirement Planning is Possible While Caring for a Child with Autism

October 16, 2017

Without question, parenting a child with autism comes with a unique set of circumstances that can only be understood by others who have experienced the same highs and lows. There is a steep learning curve – one that I can't say I've fully...

Plan sponsors shift focus away from costs

August 13, 2018

With about one-third of plan sponsors citing it as their major concern, effectively preparing employees for retirement financially has slightly edged out an emphasis on reducing plan costs as their top issue. That was the key finding of Fidelity...

Small businesses face a big retirement challenge

July 17, 2018

Here is an amazing statistic: Small businesses account for 99.7% of all U.S. firms and employ more than half of all American workers, according to the Small Business Administration. Collectively, small businesses drive the economy, but many...

Retirement risks keep rising

January 23, 2018

Half of working-age households in the U.S. were on track in 2016 to be able to maintain their standard of living in retirement, according to the National Retirement Risk Index report out this month from the Center for Retirement Research at...

Financial advisers should avoid error by omission and consider reverse mortgages

January 22, 2018

Over the past few years, I have been very outspoken about the need for financial advisers to incorporate reverse mortgages into their practices, especially those acting under a fiduciary duty of care or doing retirement income planning. As a...

Are we calculating investor underperformance in the right way?

June 5, 2017

If I had invested $10,000 into large-capitalization U.S. stocks in January 1926, I would have a portfolio worth $60,351,158 at the end of 2016. Very impressive. This represents an annualized return of 10.04%. Of course, an unfortunate reality...

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