Retirement Planning

Displaying 7977 results
COVID-19 401(k) loans end with a fizzle
RETIREMENT RETIREMENT PLANNING SEP 22, 2020
COVID-19 401(k) loans end with a fizzle

Workers were mostly uninterested in the expanded $100,000 loan limit, according to recently released data

INmail: Step-up to larger spousal benefit is automatic
RETIREMENT RETIREMENT PLANNING SEP 21, 2020
INmail: Step-up to larger spousal benefit is automatic

Although retirement benefits earn delayed credits for every year a worker postpones claiming them up until age 70, spousal benefits do not.

‘All trick and no treat.’ Mary Beth Franklin on the Social Security trust fund crisis
RETIREMENT RETIREMENT PLANNING SEP 19, 2020
‘All trick and no treat.’ Mary Beth Franklin on the Social Security trust fund crisis

Mary Beth Franklin talks about the uncertainty around the Social Security trust fund and how advisers can help clients plan for that

New Schlichter lawsuit targets MEP
RETIREMENT RETIREMENT PLANNING SEP 18, 2020
New Schlichter lawsuit targets MEP

The prominent 401(k) litigation firm filed a class-action lawsuit this week against Pentegra Retirement Services

Private fund group lobbies to get products in 401(k)s
RETIREMENT RETIREMENT PLANNING SEP 17, 2020
Private fund group lobbies to get products in 401(k)s

The Institute for Portfolio Alternatives says lawmakers are receptive to its diversification pitch

How one 401(k) firm says it is bulking up amid the pandemic
RETIREMENT RETIREMENT PLANNING SEP 16, 2020
How one 401(k) firm says it is bulking up amid the pandemic

Human Interest is hiring staff and getting rid of certain fees

Renewed emphasis on health care planning coming, says Cerulli
RETIREMENT RETIREMENT PLANNING SEP 16, 2020
Renewed emphasis on health care planning coming, says Cerulli

The HSA business is set to evolve as financial wellness programs proliferate

What’s next after Empower’s acquisition of MassMutual’s retirement unit?
RETIREMENT RETIREMENT PLANNING SEP 16, 2020
What’s next after Empower’s acquisition of MassMutual’s retirement unit?

Advisers want to know which record keeper is next, but I now know better than to answer that question

Sutter Health hit with second lawsuit over $3.7 billion DC plan
RETIREMENT RETIREMENT PLANNING SEP 15, 2020
Sutter Health hit with second lawsuit over $3.7 billion DC plan

The class-action cases point to allegedly excessive investment management fees

80% of older workers financially illiterate: Survey
RETIREMENT RETIREMENT PLANNING SEP 15, 2020
80% of older workers financially illiterate: Survey

The results show retirement will be an uncertain time for many, according to The American College of Financial Services

Retirement advisory firms must adapt or face attrition
RETIREMENT OPINION SEP 15, 2020
Retirement advisory firms must adapt or face attrition

National aggregators are forcing independents to act

Early estimate puts 2021 Social Security COLA at 1.3 percent
RETIREMENT RETIREMENT PLANNING SEP 15, 2020
Early estimate puts 2021 Social Security COLA at 1.3 percent

That adjustment for next year would be small, but higher than previously expected

ESG could thrive in 401(k) plans, despite DOL rule
RETIREMENT RETIREMENT PLANNING SEP 14, 2020
ESG could thrive in 401(k) plans, despite DOL rule

Even as the regulator moves to stem the funds in retirement plans, there are ample opportunities, according to speakers at the NAPA 401(k) Summit

INmail: Claiming early nixes switching to spousal benefits
RETIREMENT RETIREMENT PLANNING SEP 14, 2020
INmail: Claiming early nixes switching to spousal benefits

Unfortunately, clients can’t switch to a spousal benefit and allow their own retirement benefit to continue to grow until 70 for a few reasons.

From new normal to new paradigm
RETIREMENT RETIREMENT PLANNING SEP 13, 2020
From new normal to new paradigm

How half a year of quarantine has affected the financial services industry

Pandemic's financial, emotional toll prompts early retirements
RETIREMENT RETIREMENT PLANNING SEP 11, 2020
Pandemic's financial, emotional toll prompts early retirements

Stress, employment concerns and market jitters have clients asking whether they are in good shape to stop working

401(k)s were considering annuities -- then COVID-19 hit
RETIREMENT RETIREMENT PLANNING SEP 10, 2020
401(k)s were considering annuities -- then COVID-19 hit

The pandemic has shifted plan sponsors' priorities, according to a survey from T. Rowe Price

Impact of raising the Social Security taxable wage base
RETIREMENT RETIREMENT PLANNING SEP 10, 2020
Impact of raising the Social Security taxable wage base

Taxing more earnings would improve the finances of the Social Security trust fund; it might also boost benefits

Q&A: WealthConductor CEO Sheryl O'Connor
RETIREMENT RETIREMENT PLANNING SEP 10, 2020
Q&A: WealthConductor CEO Sheryl O'Connor

The fintech's leader talks retirement savings software in the age of COVID-19 and what the industry lacks in gender equality

Captrust acquires retirement business of Plante Moran
RETIREMENT RIAS SEP 10, 2020
Captrust acquires retirement business of Plante Moran

Deal for Michigan-based unit adds $6.27 billion in institutional assets