Retirement Planning

Displaying 7910 results
Almost a third of workers aged 50 plus are opting for phased retirement
RETIREMENT RETIREMENT PLANNING AUG 21, 2024
Almost a third of workers aged 50 plus are opting for phased retirement

More employees are looking to make gradual goodbyes to the workplace amid ongoing concerns about retirement readiness.

By Leo Almazora
More Americans expected to live to 100 or more; how can advisors serve them better?
RETIREMENT RETIREMENT PLANNING AUG 21, 2024
More Americans expected to live to 100 or more; how can advisors serve them better?

Edward Jones advisor Matthew Myre shares his insights with InvestmentNews.

By Steve Randall
401(k) auto features don't help savings as much as thought, researchers find
RETIREMENT RETIREMENT PLANNING AUG 20, 2024
401(k) auto features don't help savings as much as thought, researchers find

Opt outs, turnover, and vesting schedules make automatic enrollment and escalation less effective, according to a new paper.

By Emile Hallez
IRS offers clarity around 401(k) matches to student loan payments
RETIREMENT RETIREMENT PLANNING AUG 20, 2024
IRS offers clarity around 401(k) matches to student loan payments

New interim guidance addresses concerns around the retirement savings work perk set out in the SECURE 2.0 Act.

By Leo Almazora
Why technology has changed asset allocation fundamentally
RETIREMENT OPINION AUG 19, 2024
Why technology has changed asset allocation fundamentally

Discussion around the “pensionization” of 401(k)s is emerging, which requires a different asset allocation mindset.

By Anna Garcia
Advisor expertise more crucial than ever for retirement plan sponsors
RETIREMENT RETIREMENT PLANNING AUG 19, 2024
Advisor expertise more crucial than ever for retirement plan sponsors

Annual study from Fidelity reveals increasing hopes and demands for advisors, as well as changing appetites within investment menus.

By Leo Almazora
JPMorgan jumps on the lifetime income bandwagon
RETIREMENT RETIREMENT PLANNING AUG 16, 2024
JPMorgan jumps on the lifetime income bandwagon

JPMorgan Asset Management is the latest firm to spice up its target date funds with a dash of annuities.

By Leo Almazora
Expect lower Social Security COLA amid slower inflation
RETIREMENT RETIREMENT PLANNING AUG 14, 2024
Expect lower Social Security COLA amid slower inflation

Retirees can be more affected by inflation, and cost increases are not consistent across categories or geographies.

By Emile Hallez
How has fee compression affected retirement planning?
RETIREMENT RETIREMENT PLANNING AUG 14, 2024
How has fee compression affected retirement planning?

Fee compression is the retirement market adapting to address decumulation needs of plan participants, says Broadridge.

By Josh Welsh
Trump's proposed Social Security tax cuts would chop benefits, advocates say
RETIREMENT RETIREMENT PLANNING AUG 09, 2024
Trump's proposed Social Security tax cuts would chop benefits, advocates say

Vow to end taxes on benefits, without any other changes to Social Security, would make the system run out of money sooner.

By Emile Hallez
New legislation seeks to extend 401(k)s to even younger Americans
RETIREMENT RETIREMENT PLANNING AUG 09, 2024
New legislation seeks to extend 401(k)s to even younger Americans

The bipartisan measure introduced in the House of Representatives would widen the 401(k) savings window to include workers between 18 and 21 years old.

By Leo Almazora
Over one-fifth of Americans over 65 are still working
RETIREMENT RETIREMENT PLANNING AUG 09, 2024
Over one-fifth of Americans over 65 are still working

Federal census data point to a trend of delayed retirement, with some states leading the way in growth of senior-age workers.

By Leo Almazora
Retire by 65? Get real, say one in two Americans
RETIREMENT RETIREMENT PLANNING AUG 08, 2024
Retire by 65? Get real, say one in two Americans

Poll of 1,000 adults reveals more than two-thirds concerned over living expenses, savings shortfalls, and a lack of guaranteed retirement income.

By Leo Almazora
Healthcare costs continue to rise for retired seniors
RETIREMENT RETIREMENT PLANNING AUG 08, 2024
Healthcare costs continue to rise for retired seniors

Fidelity says a 65-year-old retiring today will face $165k in health care and medical expenses – more than twice what the average American expects.

By Leo Almazora
The shadow of debt is creeping further into retirement, EBRI says
RETIREMENT RETIREMENT PLANNING AUG 07, 2024
The shadow of debt is creeping further into retirement, EBRI says

Analysis of Federal Reserve data shows how the continuing burden of debt and debt payments impact older households.

By Leo Almazora
Market jitters spark 401(k) trading
RETIREMENT RETIREMENT PLANNING AUG 06, 2024
Market jitters spark 401(k) trading

Trading activity was eight times higher than usual on Monday, a level not seen since March 2020, according to Alight Solutions.

By Emile Hallez
Just a third of Americans are doing well as financial issues persist
RETIREMENT RETIREMENT PLANNING AUG 02, 2024
Just a third of Americans are doing well as financial issues persist

Survey research reveals fresh insights on retirement uncertainties, inflation, and generational pressures among other stressors.

By Leo Almazora
Why student loan debt is the biggest barrier to retirement planning
RETIREMENT RETIREMENT PLANNING AUG 02, 2024
Why student loan debt is the biggest barrier to retirement planning

Change is needed to help remove barriers to saving, says advisor.

By Chris Davis
Most Americans agree Social Security can’t stay status quo
RETIREMENT RETIREMENT PLANNING JUL 31, 2024
Most Americans agree Social Security can’t stay status quo

Research by Nationwide reveals almost three-quarters fear funds will run out before they die, while nearly four-fifths see a need for reform.

By Leo Almazora
Why clients really want to talk to their advisor about the weather
RETIREMENT RETIREMENT PLANNING JUL 31, 2024
Why clients really want to talk to their advisor about the weather

Americans fear that natural disasters could devastate retirement savings.

By Steve Randall