Retirement Planning

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RETIREMENT RETIREMENT PLANNING OCT 02, 2014
Medicare: The next frontier

As health care costs in retirement rise, many advisers and clients still haven't accounted for a major part of those expenses: Medicare.

RETIREMENT RETIREMENT PLANNING OCT 01, 2014
Which earnings don't reduce Social Security benefits?

Find out what you can do in retirement that won't count toward the earnings test.

RETIREMENT RETIREMENT PLANNING OCT 01, 2014
Dispatch from the retirement front

<i>InvestmentNews</i> contributing editor gives an update on how life has changed since her husband retired.

RETIREMENT EQUITIES SEP 30, 2014
The dangerous downside of the stronger dollar

Today's <i>Breakfast with Benjamin</i> menu covers the U.S. dollar threatening to knock markets off balance, riding an ETF back into commodities, retirement plans turning on the Pimco Total Return Fund, and more.

RETIREMENT RETIREMENT PLANNING SEP 29, 2014
Housing recovery on horizon, but is it too little, too late for retiring boomers?

Median sale price of existing homes rose more than 5% in September

RETIREMENT RETIREMENT PLANNING SEP 29, 2014
Firms challenged to create innovative retirement income products

Successfully addressing the post-accumulation phase and providing simplicity still difficult for the industry.

RETIREMENT RETIREMENT PLANNING SEP 29, 2014
Do you speak Social Security?

Many advisers are conversant, but not fluent, in claiming strategies and rules.

RETIREMENT RETIREMENT PLANNING SEP 29, 2014
Jay Wintrob resigns as CEO of AIG Life and Retirement

He had been in contention to succeed Benmosche as head of AIG.

RETIREMENT RETIREMENT PLANNING SEP 29, 2014
Advice industry adapts to changing concept of retirement

As people live longer, the distribution phase becomes more critical

RETIREMENT EQUITIES SEP 26, 2014
Pimco fortifies to take on the old boss

Monday <i>Breakfast with Benjamin:</i>Gross, Ivascyn to square off. Plus: The outlook for Pimco outflows is bad and worse, global markets keeping an eye on Hong Kong civil unrest, a warning about fixed indexed annuities, buying ahead of ex-dividend dates, and running the numbers on Roth IRAs

RETIREMENT RETIREMENT PLANNING SEP 26, 2014
Wall Street firms lure federal workers, soldiers out of low-cost retirement plan

The marketing pitches are persuasive. But experts say the Thrift Savings Plan fees are so low, it doesn't make sense to move.

RETIREMENT RETIREMENT PLANNING SEP 25, 2014
IRS sets retirement plan cost of living adjustments for 2015

Contribution limits climb for 401(k)s but not for IRAs

RETIREMENT RETIREMENT PLANNING SEP 25, 2014
Managed accounts emerging on the 401(k) scene for plan sponsors

More 401(k) participants are turning to managed accounts, but not all plan advisers believe they're a panacea. <b><i>Plus: <a href=&quot;http://www.investmentnews.com/section/specialreport/20140921/RPA2014&quot; target=&quot;_blank&quot;>View our Retirement Plan Adviser special report</a></b></i>

RETIREMENT RETIREMENT PLANNING SEP 24, 2014
FSI offers long-term disability, life insurance to members

Program guarantees members coverage at a group rate FSI has secured as the plan sponsor.

RETIREMENT RETIREMENT PLANNING SEP 22, 2014
Dispatch from the retirement front

<i>CrainsWealth</i> contributing editor shares how life since her husband retired feels like a box full of Saturdays

RETIREMENT OPINION SEP 22, 2014
The case for taking 401(k)s out of employees' hands

Social Security resumes mailing statements
RETIREMENT RETIREMENT PLANNING SEP 22, 2014
Social Security resumes mailing statements

Agency encourages workers to create personal online accounts.

RETIREMENT RETIREMENT PLANNING SEP 21, 2014
Lessons learned from 401(k) plan fee fiascos

Regulatory changes and litigation highlight plan fiduciaries' responsibility to act in best interests of clients

RETIREMENT RETIREMENT PLANNING SEP 21, 2014
3 tips for tomorrow's retirement plan adviser

A successful plan specialist is a broad-based consultant, not just an investment consultant.

RETIREMENT RETIREMENT PLANNING SEP 20, 2014
Soldiers lured out of federal retirement plan