Displaying 21 results
Senators introduce bill calling for retirement commission to guide Congress
Bipartisan effort focuses on ways to improve private retirement benefit programs.
Administration explores ‘R bond’ as option for retirement accounts
Officials in the Obama administration are moving quickly to develop the investment infrastructure behind the president’s proposal for mandatory automatic enrollment in individual retirement accounts, which could be supported by the creation of Treasury-issued retirement bonds.
Time to fight back: Industry rails against new claims that the 401(k) should be ‘retired’
Providers of 401(k) plans have jumped to action over the past several days lambasting a critical article published Oct. 9 in Time magazine denouncing the 401(k) system.
Advisers find Roth IRA conversion opportunity a tough sell
With the upcoming changes to the Roth IRA conversion rules, some advisers might think that clients would be…
Market slump a catalyst for retirement income products
Although retirees have been hit hard by the recession, the world of retirement income products may actually be…
Retirement assets plummeted in ’08, ICI says
U.S. retirement assets were down 22% at the end of 2008, compared with yearend 2007, according to a report released yesterday by the Washington-based Investment Company Institute.
Bill would let seniors take retirement funds through annuity
Retirees would be able to take a portion of their retirement savings in the form of an annuity if a bill introduced today by Rep. Earl Pomeroy, D-N.D., were passed into law.
New law offers retirees financial flexibility
Thanks to the Worker, Retiree and Employer Recovery Act of 2008, anyone who would otherwise be required to take a minimum distribution from a retirement account can skip this year's withdrawal.
Lawmaker: Independent advice may bolster 401(k) plans
Roughly $2 trillion in assets have been sucked out of 401(k) plans in the last year, prompting scores of individual investors to lose faith in what's become the primary retirement vehicle for millions of Americans.
Americans fear they’ll never retire, survey finds
Roughly one out of every three individuals believes that they'll never be able to stop working, according to a survey released by the Washington-based AARP.
Adding guarantees to the mix
Jokes about 401(k)s' becoming 201(k)s are no longer funny.
‘Reset’ Social Security and collect more
Consider recommending a little-known option: pushing the reset button on Social Security. This monthly benefit can be increased…
What investors can learn from Wall Street’s failures
What do Wall Street investment banks and retired investors have in common? They both must live off the return on their capital.
House passes plan to suspend retirement tax
Excise taxes imposed on retirement savings account holders who do not take minimum distributions by age 70½ would be suspended for 2009 under legislation unanimously approved last night by the House of Representatives.
Advisers fear for clients’ retirement prospects
In a survey taken last month, 88% of advisers said their clients were not prepared for a timely retirement due to market depreciation compared to 46% of advisers who thought their clients were still on track at the start of the year.
Home equity borrowers may have jeopardized retirement
Consumers who resisted the urge to borrow equity from their homes are doing a better job of saving for retirement than those who didn't, a new study shows.
Americans underestimate their retirement needs
Most middle-class Americans are underestimating what they'll need for retirement by at least 25%, according to a new white paper.
Advisers will need to master expanded products
Financial advisers face an array of challenges in the retirement market in the next decade.
Boomers’ retirement plans in jeopardy
The economic downturn is forcing some baby boomers to raid their 401(k) plans and halt their savings, which could have a negative effect on their retirement, according to a new study.
New annuity-wrapped managed account sparks interest, confusion
The first income guarantee wrap-per around a managed-account portfolio hasn't even been sold yet, but its mere existence has sparked growing interest in retirement income products within the managed-accounts industry.
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