Retirement Planning

Displaying 7977 results
Why is ESG used most in retirement plans? It's not performance
RETIREMENT RETIREMENT PLANNING OCT 07, 2020
Why is ESG used most in retirement plans? It's not performance

Institutional investors use environmental, social and governance factors to align with stakeholders, according to a report by Callan

TriNet sued over MEPs
RETIREMENT RETIREMENT PLANNING OCT 06, 2020
TriNet sued over MEPs

Law firm Capozzi Adler, which has been the most active 401(k) litigator this year, filed the class-action complaint against the HR provider

Stress relief coming? 70% of Americans don’t see it soon
RETIREMENT RETIREMENT PLANNING OCT 06, 2020
Stress relief coming? 70% of Americans don’t see it soon

Fidelity survey finds a jump in planning, greater appreciation for family and friends

Are MEPs the next big target for lawsuits?
RETIREMENT RETIREMENT PLANNING OCT 05, 2020
Are MEPs the next big target for lawsuits?

At least three cases were filed recently against providers of multiple employer plans, and two other cases have been settled

Retirement planning and biological age testing
RETIREMENT RETIREMENT PLANNING OCT 05, 2020
Retirement planning and biological age testing

Biological-age testing is becoming widely available, and though the technology is still in its early days, it could eventually help change retirement planning

Fidelity adds $148 billion in plan assets through July
RETIREMENT RETIREMENT PLANNING OCT 02, 2020
Fidelity adds $148 billion in plan assets through July

Fund giant says it now serves 24,400 plans and $2.5 trillion in assets

Schlichter slapped with sanction in Great-West lawsuit
RETIREMENT RETIREMENT PLANNING OCT 02, 2020
Schlichter slapped with sanction in Great-West lawsuit

The allegations fell under section 36(b) of the Investment Company Act — a strategy that has been unsuccessful for numerous plaintiffs who sue investment managers

CalSavers registers thousands of businesses, will see bump
RETIREMENT RETIREMENT PLANNING OCT 01, 2020
CalSavers registers thousands of businesses, will see bump

Numerous other state auto-IRA programs are in development, and the plans should be thinking about drawdown strategies, a report suggests

Medicare 2021 open enrollment begins Oct. 15
RETIREMENT RETIREMENT PLANNING SEP 30, 2020
Medicare 2021 open enrollment begins Oct. 15

Retirees may be able to save money by reviewing new options for Medicare Advantage and drug plans for next year

Empower to buy Fifth Third’s $6 billion retirement business
RETIREMENT RETIREMENT PLANNING SEP 29, 2020
Empower to buy Fifth Third’s $6 billion retirement business

Empower will acquire 476 retirement plans and provide record-keeping and administrative services for the participants on Fifth Third’s platform

Why 401(k) adviser RFPs have not taken off
RETIREMENT RETIREMENT PLANNING SEP 29, 2020
Why 401(k) adviser RFPs have not taken off

RPAs should be concerned because without professional guidance, plan sponsors might think that price is the most important criterion when selecting an adviser

Joe Biden will end your retirement plan as you know it
RETIREMENT OPINION SEP 29, 2020
Joe Biden will end your retirement plan as you know it

Instead of changing the way taxes on 401(k) plans work, we should build on the bipartisan success of the SECURE Act

MGM Resorts, Duke Energy face 401(k) lawsuits
RETIREMENT RETIREMENT PLANNING SEP 28, 2020
MGM Resorts, Duke Energy face 401(k) lawsuits

The cases are the latest in a busy year for ERISA litigation

INmail: Increase in grandson’s dependent benefit should be automatic
RETIREMENT RETIREMENT PLANNING SEP 28, 2020
INmail: Increase in grandson’s dependent benefit should be automatic

The grandson is entitled to dependent benefits until he turns 18 or 19 if he is still in high school.

Precious metals dealers charged in $185 million elder fraud scheme
RETIREMENT RETIREMENT PLANNING SEP 25, 2020
Precious metals dealers charged in $185 million elder fraud scheme

The unregistered advisers allegedly convinced retirees to put savings into overpriced gold and silver bullion

Older women anxious about finances in retirement: GAO report
RETIREMENT RETIREMENT PLANNING SEP 25, 2020
Older women anxious about finances in retirement: GAO report

Retired women in 14 focus groups are worried about rising health care costs

Here's why advisers think Joe Biden's 401(k) tax plan will spur Roth contributions
RETIREMENT RETIREMENT PLANNING SEP 24, 2020
Here's why advisers think Joe Biden's 401(k) tax plan will spur Roth contributions

The Democratic presidential nominee would convert retirement savings tax deferrals to tax credits

Employers, workers want much more than 401(k)s from RPAs
RETIREMENT RETIREMENT PLANNING SEP 24, 2020
Employers, workers want much more than 401(k)s from RPAs

Companies are five times as likely to say they feel responsible for workers' financial wellbeing than seven years ago, a survey found

Mutual of Omaha settles ERISA lawsuit for $6.7 million
RETIREMENT RETIREMENT PLANNING SEP 23, 2020
Mutual of Omaha settles ERISA lawsuit for $6.7 million

The agreement would end the class-action suit brought in early 2018

Convergence of benefits, wealth and retirement planning is coming
RETIREMENT RETIREMENT PLANNING SEP 23, 2020
Convergence of benefits, wealth and retirement planning is coming

Advisers need to get on board