Retirement
Displaying 4117 results
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
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
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
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
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
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
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
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
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
May 12, 2020
The plunge in oil prices is expected to eliminate any benefit increase for next year
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