Retirement Planning

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Lump sum or monthly pension? How I made my decision
RETIREMENT RETIREMENT PLANNING AUG 29, 2014
Lump sum or monthly pension? How I made my decision

The question is one advisers are likely to hear more often. The answer depends on a person's financial needs, life expectancy and access to other assets.

RETIREMENT RETIREMENT PLANNING AUG 28, 2014
Voya Financial taps former Great-West president Nelson as CEO of retirement

Replaces Maliz Beams, who resigned last October

RETIREMENT RETIREMENT PLANNING AUG 28, 2014
Inflation and investment returns should factor into your Social Security decisions

Most people benefit from a delayed claiming strategy, but there are always exceptions

RETIREMENT RETIREMENT PLANNING AUG 28, 2014
States take auto IRAs into own hands while Washington dawdles

Retirement security a top concern for states discussing options for workers whose companies don't offer plans.

RETIREMENT RETIREMENT PLANNING AUG 27, 2014
Great-West Financial rebranding its retirement businesses

New combinations with J.P. Morgan Retirement Plan Services and Putnam Investments gives the firm broader market access.

RETIREMENT RETIREMENT PLANNING AUG 27, 2014
Anna Nicole Smith's estate battle is going strong

No premature endings: the story of the stripper and the oli tycoon continues after 19 years

RETIREMENT RETIREMENT PLANNING AUG 27, 2014
The 401(k) retirement complex: Retooling Americans' nest egg

Jerry Schlichter says 401(k)s — and the 401(k) retirement complex — need to retool so they work primarily in the best interests of American savers.

RETIREMENT RETIREMENT PLANNING AUG 25, 2014
Want to escape taxes, privacy laws? Try Monaco

With a $400 billion penthouse on offer, the principality is increasingly popular among the uber wealthy.

RETIREMENT RETIREMENT PLANNING AUG 25, 2014
For (almost) every rule there are exceptions

There are more than 2,700 "rules" around claiming Social Security benefits and most of them can be broken

RETIREMENT RETIREMENT PLANNING AUG 21, 2014
Why postponing Social Security benefits makes more sense now

RETIREMENT RETIREMENT PLANNING AUG 21, 2014
Everyone's talking about postponing Social Security benefits

RETIREMENT RETIREMENT PLANNING AUG 21, 2014
What grabbed InvestmentNews readers this week

A big arbitration award, a story about recruiting bonuses and how Vanguard grabbed Pimco's bond crown were among the most read stories this week on InvestmentNews.com. Plus: Lessons from Robin Williams' estate and another investment team loss at LPL.

RETIREMENT RETIREMENT PLANNING AUG 21, 2014
DOL eyes brokerage windows in 401(k) plans

The agency's request for more information on the choices and disclosures available to participants could set the stage for new rule making.

RETIREMENT RETIREMENT PLANNING AUG 21, 2014
Minimum Social Security benefit protects survivors

Widow's benefit could be larger than deceased spouse's reduced amount.

RETIREMENT RETIREMENT PLANNING AUG 21, 2014
Wife's unexpected death draws Social Security questions

Widower wonders whether he should change claiming plans.

RETIREMENT RETIREMENT PLANNING AUG 21, 2014
How higher Medicare premiums affect Social Security benefits

One woman finds out the real reason why her Social Security check declined.

RETIREMENT RIAS AUG 21, 2014
Traditional advisory firm hammers out deal with robo-adviser

Redhawk Wealth Advisors and Jemstep co-brand an online investment platform to help clients with investments.

RETIREMENT RETIREMENT PLANNING AUG 20, 2014
Fidelity quietly settles employee lawsuits

At issue was accusations the fund giant engaged in self-dealing in 401(k) plan.

RETIREMENT RETIREMENT PLANNING AUG 20, 2014
GAO report calls for more disclosure of managed accounts in 401(k)s

The Labor Department should require providers to share more on fees, performance and benchmarking, GAO says.

RETIREMENT RETIREMENT PLANNING AUG 19, 2014
Great-West names leaders for new retirement organization

The firm's rebranding efforts follow combinations with J.P. Morgan Retirement Plan Services' record-keeping business and Putnam Investments' retirement unit.