Displaying 278 results
Pandemic behind 401(k) sales slump, client retention bump
Plan sponsors were slow to change record keepers during the second quarter and some even waived fees, according to Principal Financial Group
Clients need ‘life guides’ for retirement — not just investment advice
A long, successful retirement includes purpose, family, health, and of course, money, according to panelists at the InvestmentNews Retirement Income Summit
Retirement account balances bounce back in Q2
The rise reflects the stock market's rebound and investors' continued contributions to their accounts, according to a Fidelity report
Annuities and the ‘great retirement reset’
As COVID-19 has interrupted the retirement plans of millions, these products can play a role in their planning going forward, insurance execs said at the Retirement Income Summit
Maine legislators on brink of voting for state IRAs
A state Senate committee recommends passing the pending bill
INmail: Signing up for Medicare nixes HSA contributions
If clients turn 65, and are still working and covered by an employer’s group health insurance plan, should they sign up for Medicare Part A?
Evidence emerges of COVID-19’s impact on forced retirement
Unplanned retirement in the current crisis is higher than during the Great Recession, with women and people of color disproportionately affected, a report finds
Retirement worries keep rising: Reports
There will be long-term financial fallout for some workers, and plan sponsors and advisers should be talking with them
Trade association pushes retirement savings provisions for next COVID relief bill
The Insured Retirement Institute calls for raising RMD age, allowing catch-up retirement contributions
Retirees fare better than pre-retirees during pandemic
Millions of older Americans are providing financial support to adult children
Managing the gap between intentions and actions in the new retirement
Advisers should work with their clients to build upon the four pillars of retirement
Brokerage, insurance firms raise concerns about DOL advice proposal
The rewrite of the vacated Obama fiduciary rule also draws criticism from investor advocates
Pandemic boosts concerns about retirement and Social Security
As COVID-19 resets Americans' retirement plans, surveys highlight the need for financial guidance to maximize benefits
INmail: Estimating future Social Security benefits
The estimated benefit predicated for a client continuing to work at her current pay scale was calculated by Social Security. But, what about her benefits?
House panel looks at COVID-19 impact on Social Security
Bills have been introduced in both the House and Senate that would adjust the formula to avoid a drop in benefits for those who turn 60 this year
Meager savings led workers to tap retirement accounts, survey finds
COVID-19 could have long-term consequences for Americans' retirement security, says the Secure Retirement Institute
How to respond to a long-term care premium hike
Weighing policy options to maintain coverage at an affordable price
INmail: Severance pay can temporarily boost Medicare premiums
Will a wife lose all of her Social Security benefits due to increased Medicare premiums triggered by her husband’s severance package?
Wawa settles ESOP lawsuit for $21.6 million
The agreement is separate from a $25 million settlement reached in a similar suit brought in 2016
Working past 62 improves retirement security: Study
People who aren't prepared for retirement at age 62 aren't more likely than others to keep working, but those who do tend to benefit financially, a recent paper found
