Only people born on or before Jan. 1, 1954, have the right to file a restricted claim for spousal benefits.
The shutdown caused by the pandemic threw millions of people out of work, which cut into the FICA payroll taxes that fund Social Security payments
Advisers will need to act to help clients navigate what is potentially a looming financial crisis
Since 2016, Fidelity’s market share more than doubled, according to a recent Morningstar report
Advisers can help couples prepare today for survivorship and health care costs
Hearts & Wallets report finds participants want advice that their employer-sponsored plans simply can't provide
The College of Financial Planning poll also finds that most clients have not postponed retirement
The new offering will use SS&C Technologies as record keeper and the investments are J.P. Morgan products
A class-action lawsuit alleges excessive record-keeping and managed account fees
COVID-affected nonprofits are also eligible for the $500 to $5,000 one-time credit to offset plan fees
What the DOL has failed to grasp is that today, ESG items can be financial factors, capable of creating value or exposing liability
Only the top 40% of near-retirement 401(k) participants by income have enough saved for retirement
Such rights can undermine protection from creditors, which is an important benefit of leaving assets in trust
Retaining ownership of a practice for too long can be risky
To cut costs and ensure that workers retain every penny they've saved for retirement, policy makers should simply eliminate 401(k) intermediaries
A federal judge tossed the excessive-fee claims, though they will likely be refiled
if you receive a pension from a government job, including public school teachers in about a dozen states, your Social Security benefits may be reduced.
One proposal could reduce the wealth gap, but differences in home equity complicate things
Onex will become the biggest investor in the insurance broker, according to an announcement
Figuring out how defined-contribution plans can provide a guaranteed stream of income requires all hands on deck
