Retirement Planning

Displaying 7977 results
Hybrid wholesaling coming for the 401(k) market
RETIREMENT RETIREMENT PLANNING SEP 09, 2020
Hybrid wholesaling coming for the 401(k) market

What the trend means for retirement plan advisers

People of color feel ready for retirement but may not be, study finds
RETIREMENT RETIREMENT PLANNING SEP 09, 2020
People of color feel ready for retirement but may not be, study finds

Allianz says their potential misinterpretation of the situation may put retirement at risk

MassMutual 401(k) deal wins Empower valuable clients
RETIREMENT RETIREMENT PLANNING SEP 08, 2020
MassMutual 401(k) deal wins Empower valuable clients

Empower will also get its foot in the door with one big broker-dealer

Empower to buy MassMutual's 401(k) business
RETIREMENT RETIREMENT PLANNING SEP 08, 2020
Empower to buy MassMutual's 401(k) business

The deal will bump the plan provider's assets under administration to $834 billion, the companies announced

RMD return relief is over
RETIREMENT RETIREMENT PLANNING SEP 08, 2020
RMD return relief is over

Here are the rules on IRA rollovers that apply now that the Aug. 31 deadline for using the IRS relief has passed

ERISA lawsuit filed against Nvidia; suit against Cornell settled
RETIREMENT RETIREMENT PLANNING SEP 04, 2020
ERISA lawsuit filed against Nvidia; suit against Cornell settled

Law firm Capozzi Adler filed its latest 401(k) suit and Schlichter Bogard & Denton reached a deal in a case against an Ivy League school

Reframing Social Security claiming decisions
RETIREMENT RETIREMENT PLANNING SEP 04, 2020
Reframing Social Security claiming decisions

Focusing on benefit size rather than claiming age can improve outcomes

COVID-19 leads some to say they will work in retirement: Survey
RETIREMENT RETIREMENT PLANNING SEP 03, 2020
COVID-19 leads some to say they will work in retirement: Survey

Most people have not stopped saving for retirement, but more are saying they will stay on the job past the traditional retirement age

Just say no to annuities, one-third of RIAs say: Survey
RETIREMENT RIAS SEP 02, 2020
Just say no to annuities, one-third of RIAs say: Survey

More advisers are becoming open to the products, but many still don't like their costs, complexity and lack of liquidity

401(k) plan savings challenge has been solved
RETIREMENT RETIREMENT PLANNING SEP 02, 2020
401(k) plan savings challenge has been solved

It's clear auto enrollment and auto escalation help employees save. Why aren't more smaller plan sponsors using them?

Latest 401(k) lawsuit filed in an avalanche of COVID-19 litigation
RETIREMENT RETIREMENT PLANNING SEP 02, 2020
Latest 401(k) lawsuit filed in an avalanche of COVID-19 litigation

The law firm Capozzi Adler has brought numerous cases this year on behalf of plan participants

Health savings account assets now top $73.5 billion
RETIREMENT RETIREMENT PLANNING SEP 01, 2020
Health savings account assets now top $73.5 billion

The number of accounts has grown to more than 29 million in the past year

Ascensus TPA president leaves company
RETIREMENT RETIREMENT PLANNING SEP 01, 2020
Ascensus TPA president leaves company

Jerry Bramlett helped build FuturePlan into the country’s largest third-party administrator, according to the firm

Fund industry opposes DOL's proposed ESG rule
RETIREMENT RETIREMENT PLANNING SEP 01, 2020
Fund industry opposes DOL's proposed ESG rule

Asset managers including Fidelity, BlackRock and State Street submitted comment letters criticizing the proposed rule

INmail: Navigating Social Security benefits and public employee offsets
RETIREMENT RETIREMENT PLANNING AUG 31, 2020
INmail: Navigating Social Security benefits and public employee offsets

Public employees in about a dozen states, as well as federal employees under the old Civil Service Retirement System, do not participate in Social Security and are not subject to payroll taxes.

GAO wants better benefits information for divorced spouses
RETIREMENT RETIREMENT PLANNING AUG 31, 2020
GAO wants better benefits information for divorced spouses

Report says the Labor Department's information about claiming retirement benefits may be insufficient

The race for small-business 401(k)s
RETIREMENT RETIREMENT PLANNING AUG 28, 2020
The race for small-business 401(k)s

More companies are pursuing small businesses for 401(k) plans, with technology enabling an abundance of new services

In a bad year for annuities, these products are selling best
RETIREMENT RETIREMENT PLANNING AUG 27, 2020
In a bad year for annuities, these products are selling best

Some types of annuities are getting a lot of attention even though sales are down overall

Prescribing retirement plans for doctors
RETIREMENT RETIREMENT PLANNING AUG 26, 2020
Prescribing retirement plans for doctors

Physicians enter the workforce behind on retirement saving, and advisers can help triage their financial priorities

Clients are tapping HSAs amid COVID-19
RETIREMENT RETIREMENT PLANNING AUG 25, 2020
Clients are tapping HSAs amid COVID-19

The accounts are frequently being used to cover pandemic-related expenses, and employers are increasingly playing up their benefits to workers