Retirement Planning

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RETIREMENT RETIREMENT PLANNING DEC 28, 2017
Affluent Americans inundate accountants for advice

Tax experts scramble to understand full implications of the 500-page law which is anything but simple.

RETIREMENT RETIREMENT PLANNING DEC 28, 2017
These 401(k) lawsuits show the value of investment policy statements

Abiding a well-crafted IPS can help minimize legal trouble for plan fiduciaries.

RETIREMENT RETIREMENT PLANNING DEC 27, 2017
Clients need help filing Social Security disability claims

The backlog for appealing an adverse decision before an administrative law judge averages 605 days.

RETIREMENT RETIREMENT PLANNING DEC 22, 2017
New Social Security rules trip up widow's adviser

If she suspends her retirement benefits, she can't collect survivor benefits.

RETIREMENT RETIREMENT PLANNING DEC 22, 2017
4 questions to ask before doing a 401(k) plan re-enrollment

A re-enrollment is a large undertaking, but advisers can easily determine if one is warranted.

RETIREMENT RETIREMENT PLANNING DEC 21, 2017
Interest in donor-advised funds surges in response to tax changes

You still have time to set up accounts before year-end, but some contribution deadlines have passed.

RETIREMENT RETIREMENT PLANNING DEC 21, 2017
Longevity is the best reason to invest in LTC

Clients who buy long-term-care insurance in their mid-40s to mid-60s can get favorable rates.

RETIREMENT RETIREMENT PLANNING DEC 20, 2017
2018 predictions for 401(k) advisers, distributors and record keepers

Here's a rundown of what retirement plan advisers can expect to see next year.

RETIREMENT RETIREMENT PLANNING DEC 19, 2017
New York, Massachusetts eye MetLife's unpaid pensions

Up to 30,000 people may not have received payments from insurer.

RETIREMENT RETIREMENT PLANNING DEC 19, 2017
Getting retirees to spend more money can be a hard sell for advisers

After a lifetime of saving, spending money doesn't come easy to some.

RETIREMENT RETIREMENT PLANNING DEC 14, 2017
Tax overhaul could help U.S. real estate investors

Owners and developers of commercial real estate stand to gain from a new tax break for pass-through entities.

RETIREMENT RETIREMENT PLANNING DEC 13, 2017
House bill would allow electronic disclosure of retirement plan information

Bipartisan measure would automatically enroll plan participants in electronic delivery.

RETIREMENT RETIREMENT PLANNING DEC 11, 2017
Fi360 upgrades adviser fee-benchmarking tool

Retirement plan advisers and firms can use software filters to see how their fees compare to industry peers.

RETIREMENT RIAS DEC 09, 2017
Why private equity wants a piece of the RIA market

Several factors, including consolidation in the independent advice industry and PE's own growing mountain of cash, are fueling the zeal to invest.

RETIREMENT RETIREMENT PLANNING DEC 07, 2017
Older boomers embrace retirement, study finds

Sixty percent of retired boomers said life is better than they had expected.

RETIREMENT RETIREMENT PLANNING DEC 07, 2017
Vanguard's Bogle sees pension pain in low bond returns

Conservative bond portfolio will return only about 3% annually over the next decade, making it hard for pensions to meet their targets.

RETIREMENT RETIREMENT PLANNING DEC 06, 2017
Older boomers embrace retirement, study finds

Sixty percent of retired boomers said life is better than they had expected.

RETIREMENT RETIREMENT PLANNING DEC 05, 2017
Pension transfers in vogue as expense grows, and companies shift to 401(k) plans

Employers are increasingly paying insurers to cover their pension liabilities

RETIREMENT RETIREMENT PLANNING DEC 05, 2017
Finra says BB&T overcharged retirement plans, charities

Firm censured, agrees to provide remediation to clients affected.

RETIREMENT RETIREMENT PLANNING DEC 05, 2017
Medicare surcharge notices are shocking retirees

Selling a home or securities can push clients into a higher income tier, triggering premium increases.