Retirement Planning

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RETIREMENT RETIREMENT PLANNING MAR 27, 2017
Tips for managing clients' health care expenses in retirement

Financial advisers should incorporate health care planning into their practices.

RETIREMENT RETIREMENT PLANNING MAR 26, 2017
Change in Washington shouldn't include cutting tax deferrals

Removing the tax savings element of workplace retirement plans would surely make saving less appealing.

RETIREMENT RETIREMENT PLANNING MAR 24, 2017
How taxpayers hurt themselves with nondeductible IRA contributions

There's only one way to ensure you get the full tax benefit of those contributions.

RETIREMENT RETIREMENT PLANNING MAR 24, 2017
Act fast to Trump-proof your retirement strategy

History shows that tax cuts often don't stick.

RETIREMENT RETIREMENT PLANNING MAR 24, 2017
Morgan Stanley eliminating commissions, finder's fees in 401(k) plans

RETIREMENT RETIREMENT PLANNING MAR 24, 2017
Merrill Lynch and Morgan Stanley: A tale of two fiduciary 401(k) business models

Each firm uses an approach that mitigates risk, but some observers say they're more for show than potential problem solving

RETIREMENT RETIREMENT PLANNING MAR 23, 2017
Could you be saving too much for retirement?

A new book cautions against paying down debt too aggressively, telling readers to build up their rainy day savings instead.

RETIREMENT RETIREMENT PLANNING MAR 23, 2017
Trumpcare may put a stop to your plans for early retirement

The health-care overhaul will likely make it more expensive for Americans to retire before they're eligible for Medicare.

RETIREMENT RETIREMENT PLANNING MAR 22, 2017
Bipartisan bill seeks to ease hurdle for small-business retirement plans

Measure directs Labor and Treasury Departments to allow employers and sole-proprietors participating in similar retirement plans to file a single aggregated Form 5500.

RETIREMENT RETIREMENT PLANNING MAR 22, 2017
Tax cut optimism may be overblown

Wall Street Journal columnist notes health care resolution must come first, making any tax reform more distant.

RETIREMENT RETIREMENT PLANNING MAR 22, 2017
Taxpayers only hurting themselves by not mentioning their nondeductible IRA contributions

There's only one way to ensure they get the full tax benefit of those contributions.

RETIREMENT RETIREMENT PLANNING MAR 21, 2017
Retirement market needs 401(k) generalists, not just specialists: execs

RETIREMENT RETIREMENT PLANNING MAR 21, 2017
401(k) plan sponsors want financial advisers to better know their businesses

Employers sponsoring 401(k) plans expect advisers to challenge assumptions, know their businesses inside and out.

RETIREMENT RETIREMENT PLANNING MAR 20, 2017
Tax reform could be 'way worse' for retirement industry than Department of Labor's fiduciary rule: Graff

Limits could be placed on 401(k) contributions as a way to help pay for broad corporate and individual tax cuts, according to Brian Graff, head of the National Association of Plan Advisors.

RETIREMENT RETIREMENT PLANNING MAR 19, 2017
Faltering congressional support for auto-IRAs leaves legislation up to states

Auto-IRA programs have been enacted in five states that would cover an estimated 10.4 million workers.

RETIREMENT RETIREMENT PLANNING MAR 19, 2017
Large advisory shops build custom target-date funds

The firms are able to deliver the funds at low cost to small 401(k) plans, but some question if there's a potential conflict involved in recommending proprietary funds.

RETIREMENT RETIREMENT PLANNING MAR 19, 2017
Despite uncertainty, Department of Labor fiduciary rule upends 401(k) biz

Market shifts will largely remain intact in the event the regulation is amended or scrapped, and non-specialists are adjusting.

RETIREMENT RETIREMENT PLANNING MAR 19, 2017
Retirement gets a deeper dive

Retirement Plan Adviser will feature stories on the issues and trends that affect plan advisers, as well as commentary from thought leaders.

RETIREMENT RETIREMENT PLANNING MAR 19, 2017
Metamorphosis of DC investment-only wholesalers

Why asset manager units focused on these plans, facing some harsh realities, are in a state of change.

RETIREMENT RETIREMENT PLANNING MAR 19, 2017
Plan sponsors want help with DOL fiduciary duties

Firms look to retirement advisers to be experts on the law, and even sometimes on their investments