Retirement Planning

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RETIREMENT RETIREMENT PLANNING AUG 29, 2017
DOL fiduciary rule: The 5 biggest things to watch for if BICE's class-action provision is killed

The Trump administration is signaling its intent to remove the fiduciary rule's provision regarding class-action litigation. Here's what broker-dealers and RIAs need to know.

RETIREMENT RETIREMENT PLANNING AUG 25, 2017
Investment consultants have poor record recommending funds

On average, their choices tended to return about 1.12 percentage points less than the ones they didn't recommend, according to a new study.

RETIREMENT RETIREMENT PLANNING AUG 24, 2017
This age group controls the most wealth in the U.S.

The wealthy have probably always been older than the general population.

RETIREMENT RETIREMENT PLANNING AUG 24, 2017
What your credit score reveals about your love life

The higher the credit score, the likelier you are to form a romantic relationship.

RETIREMENT RETIREMENT PLANNING AUG 24, 2017
Retiree health care costs up 6%, new study finds

A newly retired couple would need $275,000 for medical care throughout retirement, according to Fidelity.

RETIREMENT RETIREMENT PLANNING AUG 23, 2017
Why most of your richest clients are also the oldest

One explanation is that they're staying much healthier than other Americans.

RETIREMENT OPINION AUG 23, 2017
How to (and not to) work effectively with teachers as 403(b) clients

Low plan participation, the need for good advice and strong job security among teachers present a big opportunity for advisers.

RETIREMENT RETIREMENT PLANNING AUG 23, 2017
Despite misleading ads, annuities can be critical for lifetime income planning

Advisers need to provide investors with clear, useful information on annuities in order to dispel inaccurate perceptions.

RETIREMENT RETIREMENT PLANNING AUG 23, 2017
Expense ratios for defined-contribution plans stall out at a new low

RETIREMENT OPINION AUG 22, 2017
Harnessing behavioral economics to reinvent employee education

Teaching 401(k) plan participants good decision-making does work, but only with a radically new approach.

Tibble v. Edison 401(k) fee-case decision offers 3 lessons
RETIREMENT RETIREMENT PLANNING AUG 22, 2017
Tibble v. Edison 401(k) fee-case decision offers 3 lessons

The landmark ruling in Tibble v. Edison offers lessons and insights into the duties of 401(k) plan fiduciaries. Read on to find out more

RETIREMENT RETIREMENT PLANNING AUG 21, 2017
Social Security underpaid some survivor benefits

New report says staff errors resulted in lower payments to widows and widowers.

RETIREMENT RETIREMENT PLANNING AUG 21, 2017
401(k) advisers value active management in some categories, despite indexing craze

Fixed income and emerging markets are areas where active funds make sense, some experts say.

RETIREMENT RETIREMENT PLANNING AUG 21, 2017
Being a millionaire in retirement isn't what it used to be

GOBankingRates report measures how long a million dollars would last for retirees, state by state.

RETIREMENT RETIREMENT PLANNING AUG 18, 2017
Surprising Social Security rules on divorce

Nuances of the 10-years-of-marriage rule and protections from vengeful spouses.

RETIREMENT RETIREMENT PLANNING AUG 18, 2017
The DOL fiduciary rule practically necessitates account aggregation

The more comprehensive the view of client finances, the more prudent the advice.

RETIREMENT RETIREMENT PLANNING AUG 17, 2017
Plaintiffs win in Tibble vs. Edison 401(k) fee case

After a decade of activity around the lawsuit, including a hearing before the U.S. Supreme Court, judge rules a prudent fiduciary would have invested in institutional shares.

RETIREMENT RETIREMENT PLANNING AUG 16, 2017
Fired UBS adviser revives Palm Beach scandal

Craig Price claims he was fired for speaking up about the abuse of a trust fund.

RETIREMENT RETIREMENT PLANNING AUG 16, 2017
Baby boomers dominate housing market, leaving millennials out in the cold

A simmering conflict is brewing between the two biggest generations in U.S. history.

RETIREMENT RETIREMENT PLANNING AUG 16, 2017
The best and worst states for growing old

Plus, find out how the median monthly cost of an assisted-living facility compares from state to state.