Retirement Planning

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Retirement plan contributions slipped in 2022, survey shows
RETIREMENT RETIREMENT PLANNING NOV 17, 2023
Retirement plan contributions slipped in 2022, survey shows

Participation in plans remains strong, even if it's down from record-high levels seen in recent years, according to a Plan Sponsor Council of America survey.

These clients will make retirement planning a breeze, Goldman study suggests
RETIREMENT RETIREMENT PLANNING NOV 16, 2023
These clients will make retirement planning a breeze, Goldman study suggests

Behavioral finance research reveals the traits that typically lead to the best retirement mindset.

Provisions to kill DOL fiduciary proposal add to uncertainty
RETIREMENT RETIREMENT PLANNING NOV 15, 2023
Provisions to kill DOL fiduciary proposal add to uncertainty

The Department of Labor stopped another financial industry attempt to slow the measure by declining to extend the public comment deadline of Jan. 2.

Federal pension funds exclude Hong Kong
RETIREMENT RETIREMENT PLANNING NOV 15, 2023
Federal pension funds exclude Hong Kong

The largest retirement funds already exclude Mainland China.

The 4% rule is back, but it's not really a rule
RETIREMENT RETIREMENT PLANNING NOV 13, 2023
The 4% rule is back, but it's not really a rule

A 4% withdrawal rate in retirement can be a place to start, research from Morningstar suggests, but one planner calls it 'simple and dangerous.'

Employers are taking the reins when it comes to HSAs
RETIREMENT RETIREMENT PLANNING NOV 13, 2023
Employers are taking the reins when it comes to HSAs

PSCA study reveals increase in popularity but advisor says accounts are a 'real struggle' to understand.

Long-term care: An uncomfortable but necessary conversation
RETIREMENT RETIREMENT PLANNING NOV 09, 2023
Long-term care: An uncomfortable but necessary conversation

Insurance can be expensive, and clients should be aware of all options and how to use coverage when the time comes.

Older clients at high risk of cybercrimes, lost $3.1B in 2022 alone: Report
RETIREMENT RETIREMENT PLANNING NOV 09, 2023
Older clients at high risk of cybercrimes, lost $3.1B in 2022 alone: Report

Lower levels of digital literacy among older Americans leave them vulnerable.

Hub International acquires retirement consulting firm
RETIREMENT RETIREMENT PLANNING NOV 07, 2023
Hub International acquires retirement consulting firm

Renaissance Benefit Advisors Group focuses on helping plan sponsors with their fiduciary responsibilities.

Morningstar, Envestnet team up to revolutionize IRA advisory space
RETIREMENT RETIREMENT PLANNING NOV 07, 2023
Morningstar, Envestnet team up to revolutionize IRA advisory space

New solution will enable asset managers to empower small-balance IRA holders.

Social Security do-overs and lump sums 
RETIREMENT RETIREMENT PLANNING NOV 06, 2023
Social Security do-overs and lump sums 

People who claimed Social Security early and now regret it have two opportunities to reverse that decision.

Would you like your 401(k) with a side of emergency savings?
RETIREMENT RETIREMENT PLANNING NOV 03, 2023
Would you like your 401(k) with a side of emergency savings?

The Secure 2.0 Act will let employers add emergency accounts for workers next year, and fintechs are gearing up.

Captrust adds Normann Financial
RETIREMENT RETIREMENT PLANNING NOV 03, 2023
Captrust adds Normann Financial

The Sanford, North Carolina-based firm oversees $1.3 billion in assets.

The insurance industry really doesn't like the DOL's proposed rule
RETIREMENT RETIREMENT PLANNING NOV 02, 2023
The insurance industry really doesn't like the DOL's proposed rule

Independent agents who sell annuities could be fiduciaries for the first time.

How much can your clients add to their 401(k) and other plans in 2024?
RETIREMENT RETIREMENT PLANNING NOV 02, 2023
How much can your clients add to their 401(k) and other plans in 2024?

IRS announces increased contribution limits for retirement savings plans.

Millions of Americans will be financially burdened by caregiving responsibilities
RETIREMENT RETIREMENT PLANNING NOV 02, 2023
Millions of Americans will be financially burdened by caregiving responsibilities

TIAA Institute report reveals many caregivers are young adults, and how advisors can help.

Tribalism threatens the DOL investment advice rule
RETIREMENT RETIREMENT PLANNING NOV 01, 2023
Tribalism threatens the DOL investment advice rule

'The best kind of regulation is when the private sector works with regulators to craft regulation that is efficient, effective, workable and narrowly targeted,' says the architect of the Obama DOL's fiduciary rule.

DOL's rule would add a lot of fiduciaries into the mix
RETIREMENT COMPLIANCE OCT 31, 2023
DOL's rule would add a lot of fiduciaries into the mix

But even those who already work in a fiduciary capacity will be affected, one lawyer says.

Biden criticizes advisors who prioritize their pay over clients’ returns
RETIREMENT RETIREMENT PLANNING OCT 31, 2023
Biden criticizes advisors who prioritize their pay over clients’ returns

'I just want you to know we're watching,' President Biden warns advisors who put their own interests above needs of clients.

Creative Planning adds Mesirow’s retirement plan advisory team
RETIREMENT RIAS OCT 31, 2023
Creative Planning adds Mesirow’s retirement plan advisory team

The corporate retirement group at Mesirow serves more than 350 plans that have about $13 billion in assets under advisement and management.