Retirement Planning

Displaying 7913 results
RETIREMENT RIAS APR 26, 2018
401(k) record-keeper consolidation is about to heat up

Advisers who don't prepare could suffer severe reputational harm.

By Fred Barstein
RETIREMENT RETIREMENT PLANNING APR 25, 2018
Future retirees expect Social Security to be main source of income

Survey found many clients would switch advisers to get claiming advice.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING APR 24, 2018
Employees say workplace retirement plan will be a major retirement income source

Workers are less confident about the role Social Security will play in their retirement, EBRI survey shows.

By Robert Steyer
Labor Department says ESG investments aren't always `prudent'
RETIREMENT RETIREMENT PLANNING APR 24, 2018
Labor Department says ESG investments aren't always `prudent'

Socially responsible investors say rules could sow confusion among managers

By Bloomberg
RETIREMENT RETIREMENT PLANNING APR 23, 2018
Litigation, scale push private colleges to adopt multiple employer plans

The movement to create multiple employer plans creates opportunity for retirement plan advisers.

By Blaine F. Aikin
RETIREMENT RETIREMENT PLANNING APR 20, 2018
The $1 million gender wealth gap

Compounding female wage inequity jeopardizes retirement security

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING APR 20, 2018
The rich are betting they can buy their way to a longer life

The successor to income inequality is longevity inequality

By Bloomberg
RETIREMENT RETIREMENT PLANNING APR 20, 2018
The rich are betting they can buy their way to a longer life

The successor to income inequality is longevity inequality.

By Bloomberg
RETIREMENT RETIREMENT PLANNING APR 19, 2018
Principal sued for stacking its TDFs with proprietary funds

The firm allegedly used high-cost, underperforming index funds in its hybrid target-date funds.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING APR 19, 2018
What a court decision teaches 401(k) advisers about choosing stable-value funds

Selecting a very conservative benchmark is generally permissible under retirement law.

By Marcia S. Wagner
RETIREMENT RETIREMENT PLANNING APR 17, 2018
401(k) lawsuits being brought more aggressively against retirement plan advisers

Chances of getting sued are more common now than five years ago, says one lawyer.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING APR 16, 2018
Plan advisers, consultants question value of managed accounts

Respondents to PIMCO survey say target-date funds offer better value.

By Robert Steyer
RETIREMENT RETIREMENT PLANNING APR 16, 2018
Retirement coverage gap, 401(k) rollovers are big emerging threats for plan advisers

Proliferation of state retirement programs approaching the 'tipping point' where it will lead the federal government to step in.

By Greg Iacurci
Rise of 'gray' divorce forces a financial reckoning after 50
RETIREMENT RETIREMENT PLANNING APR 13, 2018
Rise of 'gray' divorce forces a financial reckoning after 50

Many widows and divorcees regret not taking part in long-term financial planning when they were a couple.

By Bloomberg
RETIREMENT RETIREMENT PLANNING APR 13, 2018
401(k) plan participants sue Home Depot over alleged fiduciary breaches

Lawsuit also names Financial Engines and Alight, both providers of financial advice to the plan.

By Robert Steyer
RETIREMENT RETIREMENT PLANNING APR 13, 2018
Retirement outlook for millennials

They're highly educated and drowning in debt, but have decades to get on track.

By Mary Beth Franklin
RETIREMENT RETIREMENT PLANNING APR 12, 2018
Guaranteed income tops boomers' retirement wish list

Those who work with an adviser are most likely to buy an annuity.

By Mary Beth Franklin
RETIREMENT RIAS APR 11, 2018
LPL loses $1.8 billion retirement group

Ingham Retirement Group, which works primarily with employer-sponsored plans, left because the firm's brokerage business had been declining.

By Greg Iacurci
RETIREMENT RETIREMENT PLANNING APR 11, 2018
Insurers' 401(k) record keepers gain big share in small, midsize markets

Consolidation, unbundled platforms and the use of proprietary funds play a role, according to retirement plan advisers.

By Greg Iacurci
RETIREMENT OPINION APR 11, 2018
Are 401(k) advisers the next DOL targets?

Large regional firms and their specialist advisers seem to be in the regulator's cross hairs.

By Fred Barstein