Retirement Planning

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Walgreens hit with $300 million 401(k) lawsuit over target-date funds
RETIREMENT RETIREMENT PLANNING AUG 12, 2019
Walgreens hit with $300 million 401(k) lawsuit over target-date funds

Plaintiffs claim the Northern Trust funds led to a 'swift and devastating blow' to participants' retirement savings.

Texas 403(b) law causes adviser concern over investor protection
RETIREMENT RETIREMENT PLANNING AUG 08, 2019
Texas 403(b) law causes adviser concern over investor protection

Law taking effect Sept. 1 eliminates fee caps in place on some retirement products for teachers.

Plan sponsors, record keepers struggling to measure success of financial wellness programs
RETIREMENT RETIREMENT PLANNING AUG 08, 2019
Plan sponsors, record keepers struggling to measure success of financial wellness programs

A new report from Cerulli Associates finds determining ROI is preventing successful implementation of financial wellness initiatives

New Hampshire law aims to protect vulnerable elderly
RETIREMENT RETIREMENT PLANNING AUG 07, 2019
New Hampshire law aims to protect vulnerable elderly

State will allow advisers to delay disbursement of funds in certain circumstances

Fidelity dogged again by 401(k) quid-pro-quo allegations
RETIREMENT RETIREMENT PLANNING AUG 07, 2019
Fidelity dogged again by 401(k) quid-pro-quo allegations

Claims that have resurfaced about a mutually beneficial financial relationship between MIT and Fidelity are similar to one in a prior case.

401(k) lawsuits creeping down to smaller plans
RETIREMENT RETIREMENT PLANNING AUG 06, 2019
401(k) lawsuits creeping down to smaller plans

Traditionally the realm of multibillion-dollar 401(k) plans, recent lawsuits have targeted plans with as little as $188 million.

Social Security and Medicare issues get personal
RETIREMENT RETIREMENT PLANNING AUG 06, 2019
Social Security and Medicare issues get personal

Forced to slow down, our columnist has a lot to think about concerning her future.

Tech to help advisers plan for more years of healthcare costs in retirement
RETIREMENT RETIREMENT PLANNING AUG 05, 2019
Tech to help advisers plan for more years of healthcare costs in retirement

Helping clients manage money through longer lifespans is an increasing concern.

New DOL advice rule must factor in reality of aging investors
RETIREMENT RETIREMENT PLANNING AUG 03, 2019
New DOL advice rule must factor in reality of aging investors

More than any other client segment, older people rely on advisers to be their honest guide

Advisers resist SECURE Act provision to limit inherited IRAs
RETIREMENT RETIREMENT PLANNING AUG 02, 2019
Advisers resist SECURE Act provision to limit inherited IRAs

Provision would pay for other aspects of retirement-savings bill.

Orion bringing HSA data to portfolio management dashboard
RETIREMENT RETIREMENT PLANNING JUL 30, 2019
Orion bringing HSA data to portfolio management dashboard

Fintech wants to help satisfy a growing adviser demand to offer HSAs to clients.

Reducing the number of 401(k) record keeper partners poses a challenge for plan advisers
RETIREMENT RETIREMENT PLANNING JUL 30, 2019
Reducing the number of 401(k) record keeper partners poses a challenge for plan advisers

Change is slow as advisers struggle with managing too many providers.

More US parents expect their children to help pay for college
RETIREMENT RETIREMENT PLANNING JUL 29, 2019
More US parents expect their children to help pay for college

A survey of U.S. parents with college-bound students finds three-quarters are at least somewhat concerned about their child's education costs.

DOL rule enables small businesses to offer retirement plans through trade associations
RETIREMENT RETIREMENT PLANNING JUL 29, 2019
DOL rule enables small businesses to offer retirement plans through trade associations

While the measure was praised by people in the retirement-savings sector, its release spurred a renewed push for passage of the SECURE Act.

SECURE Act could ruin your 401(k)
RETIREMENT OPINION JUL 29, 2019
SECURE Act could ruin your 401(k)

Congress is considering tweaking the popular retirement plan to encourage annuities

Social Security has special rules for divorce
RETIREMENT RETIREMENT PLANNING JUL 23, 2019
Social Security has special rules for divorce

Ex-spouses have more claiming options than married couples.

Financial advisers shouldn't have to stress over health insurance
RETIREMENT OPINION JUL 22, 2019
Financial advisers shouldn't have to stress over health insurance

Professional employer organizations give independent advisory firms a way to gain quality coverage.

Longevity planning will be a central mission for advisers of the future
RETIREMENT RETIREMENT PLANNING JUL 22, 2019
Longevity planning will be a central mission for advisers of the future

Clients are living longer, and advisers will need to help them avoid outliving their money

Don't be unnerved by health-care cost estimates for retirement
RETIREMENT RETIREMENT PLANNING JUL 22, 2019
Don't be unnerved by health-care cost estimates for retirement

Breaking up the numbers can replace the panic with planning.

Women still aren't part of the conversation. They must be
RETIREMENT RETIREMENT PLANNING JUL 20, 2019
Women still aren't part of the conversation. They must be

Women who relinquish all financial decision-making to spouses or others, do so at their own peril.