Retirement Planning

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RETIREMENT RETIREMENT PLANNING MAR 23, 2018
Cost-cutting takes precedence in competitive defined-contribution environment

Managers of target-date funds continue to find ways to reduce fees

RETIREMENT RETIREMENT PLANNING MAR 23, 2018
Billionaires donating to a Goldman charity unmasked by IRS error

The Goldman donor-advised fund is the fastest-growing charity in the U.S.

RETIREMENT RETIREMENT PLANNING MAR 23, 2018
Billionaires donating to a Goldman charity unmasked by IRS error

The Goldman donor-advised fund is the fastest-growing charity in the U.S.

RETIREMENT RETIREMENT PLANNING MAR 23, 2018
Social Security benefits losing buying power

Low inflation combined with rising Medicare costs threaten the adequacy of seniors' income.

RETIREMENT RETIREMENT PLANNING MAR 23, 2018
Deciphering Social Security survivor benefit rules

Multiple regulations complicate claiming decision for an adviser and his widowed client.

RETIREMENT RETIREMENT PLANNING MAR 22, 2018
Should you use those free tools the 401(k) wholesaler gave you?

If advisers are given a free tool that makes them more competitive, are they still able to provide unbiased advice?

RETIREMENT RETIREMENT PLANNING MAR 21, 2018
Aon Hewitt wins 401(k) lawsuit over robo-adviser kickbacks

It's the fourth time a retirement-plan record keeper has prevailed in a lawsuit scrutinizing fees received from Financial Engines.

RETIREMENT RETIREMENT PLANNING MAR 20, 2018
Social Security benefits losing buying power

Low inflation combined with rising Medicare costs threaten the adequacy of seniors' income.

RETIREMENT RETIREMENT PLANNING MAR 19, 2018
Senior Wells Fargo exec: No FBI interviews here

Memo denies Journal's claim that the FBI interviewed employees in the bank's wealth management group.

RETIREMENT OPINION MAR 17, 2018
Your role in people's happiness

Financial wellness brings a lot more to an individual than peace of mind.

RETIREMENT RETIREMENT PLANNING MAR 17, 2018
Growing pains for 401(k) advisers

Support for newbies dwindles as fees decline and profits shrink.

RETIREMENT RETIREMENT PLANNING MAR 17, 2018
Questions to ask to stay compliant as rules change

Advisers must figure out how state, SEC and insurance regulations will affect their businesses

RETIREMENT RETIREMENT PLANNING MAR 17, 2018
Passive target-date funds? No such thing

Glide path requires active decisions from a manager

RETIREMENT RETIREMENT PLANNING MAR 17, 2018
401(k) robo-revolution is underway

Could human advisers be displaced as digital-advice firms use technology to deliver services to plan sponsors and participants?

RETIREMENT RETIREMENT PLANNING MAR 16, 2018
Retirement savings bill introduced in House

Like the Senate version, the bill would make it easier for smaller employers to join open multiple employer plans

RETIREMENT RETIREMENT PLANNING MAR 16, 2018
Don't know if you qualify for 20% pass-through deduction? You're not alone

Trying to figure out who qualifies for the deduction — and who doesn't — is proving to be a monumental challenge.

RETIREMENT RETIREMENT PLANNING MAR 16, 2018
Graying of America will put pressure on Social Security reform

U.S. seniors will outnumber those 18 and under by 2035

RETIREMENT RETIREMENT PLANNING MAR 15, 2018
4 warnings about using back-door Roth IRAs

The strategy allows high-income clients to make contributions to Roth IRAs despite income limits.

RETIREMENT RETIREMENT PLANNING MAR 15, 2018
Social Security budget cuts lead to declining customer service

Telephone, in-person wait times soar as the demand for retirement benefits rises.

RETIREMENT RETIREMENT PLANNING MAR 15, 2018
SunTrust Banks, 401(k) participants settle fiduciary-breach lawsuit

The class-action lawsuit is a consolidation of several complaints against the 401(k) plan fiduciaries.