Retirement

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MEPs costlier than similarly sized 401(k)s: Study

MEPs costlier than similarly sized 401(k)s: Study

May 26, 2020

A new paper that examines costs in multiple-employer plans sponsored by benefits outsourcing firms found that such plans can be costly

COVID-19 eroding retirement hopes: Survey

COVID-19 eroding retirement hopes: Survey

May 19, 2020

More than 20% of people have pulled money early, or plan to, from retirement accounts, according to a report from Transamerica

Retiring at 65 may still be the norm, despite Social Security changes

Retiring at 65 may still be the norm, despite Social Security changes

May 19, 2020

A phased extension of the full retirement age to 67 has changed claiming behavior, but not retirement, according to new research

Social Security has a quick cash solution

Social Security has a quick cash solution

May 19, 2020

Clients 66 and older can request a lump-sum payment and still earn bigger future benefits

Funding a Roth IRA with COVID-19 distributions? Not so fast, advisers say

Funding a Roth IRA with COVID-19 distributions? Not so fast, advisers say

May 15, 2020

There might not be a legal reason to avoid using CARES Act relief, but it's questionable at best

401(k) investors warm to stock funds as market rises: report

401(k) investors warm to stock funds as market rises: report

May 13, 2020

Investors are still worried about the market, but trading in 401(k) plans favored equities on most days in April

COVID-19 market tests basic TDF design

COVID-19 market tests basic TDF design

May 13, 2020

'Through-retirement' target-date funds for those near retirement saw bigger losses this year than 'to-retirement' products of the same vintage

Fiduciary lessons from COVID-19 crisis

Fiduciary lessons from COVID-19 crisis

May 13, 2020

The handling of the pandemic provides plenty of examples of how to build (or lose) client trust

The ABCs of coronavirus-related distributions

The ABCs of coronavirus-related distributions

May 12, 2020

Who qualifies to pull money penalty-free from IRAs and company retirement plans under the relief provided by the CARES Act

No Social Security cost-of-living boost likely in 2021

No Social Security cost-of-living boost likely in 2021

May 12, 2020

The plunge in oil prices is expected to eliminate any benefit increase for next year

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