Retirement Planning

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Two wives, two sets of Social Security benefits
RETIREMENT RETIREMENT PLANNING APR 14, 2014
Two wives, two sets of Social Security benefits

Current and ex-spouses don't have to share survivor benefits.

RETIREMENT RETIREMENT PLANNING APR 13, 2014
IRS: Only one IRA rollover per year

The agency changes course after Tax Court ruling; it will pull proposed regulation.

RETIREMENT RETIREMENT PLANNING APR 11, 2014
Regulators need to put record keepers in their cross hairs

Brokers and investment advisers aren't the only ones <br>who should take the heat for rollover activity

RETIREMENT RETIREMENT PLANNING APR 11, 2014
To Roth or not to Roth: 7 tips to help you answer

Although Roth IRAs have been available since 1997, changes to the U.S. tax code have made these retirement savings accounts more popular than ever, especially for affluent investors. Here, with apologies to the Bard, are some pointers.

RETIREMENT RETIREMENT PLANNING APR 11, 2014
Social Security tool does a disservice to the program All Americans should take this survey

RETIREMENT RETIREMENT PLANNING APR 10, 2014
IRS targeting IRA rollovers after Tax Court ruling

Agency to enforce one IRA-to-IRA rollover every 365 days rule despite earlier interpretation

RETIREMENT RETIREMENT PLANNING APR 10, 2014
Finra complaint highlights epidemic of abused trust

All brokers and advisers still are subject to principles of human decency, in addition to compliance rules.

RETIREMENT RIAS APR 10, 2014
Fidelity wants to get advisers into the 401(k) game

Fidelity Institutional Wealth Services wants to help them make a concerted push into plan advising

RETIREMENT RETIREMENT PLANNING APR 10, 2014
Small retirement plan fiduciaries drowning in new fee disclosures

Documents are way too long, information is split up among multiple documents, and the legalese is mystifying

RETIREMENT RETIREMENT PLANNING APR 09, 2014
NY's estate tax from hell

Albany reaches for more than 100% of taxable portion

RETIREMENT RETIREMENT PLANNING APR 09, 2014
Fear of federal taxes pushes state collections up

Investors also take profits after strong year in the market

RETIREMENT RETIREMENT PLANNING APR 09, 2014
Great-West Financial to acquire J.P. Morgan retirement unit

Robert Reynolds' Great-West Financial agreed to acquire J.P. Morgan Retirement Plan Services, boosting its profile as a retirement plan record keeper and putting it at No. 2 in the retirement services business by participants nationally.

RETIREMENT RETIREMENT PLANNING APR 08, 2014
You've got mail from Social Security

The agency is returning to paper statements. Only 6% of workers had signed up for the online version since 2011.

RETIREMENT RIAS APR 08, 2014
Account opening is No. 1 tech concern: Survey

Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.

RETIREMENT RETIREMENT PLANNING APR 07, 2014
Gay couples face tax insanity

22 states do not recognize same-sex marriage, and some require LGBT filers to complete 'dummy' federal returns. Tax year 2013 was the first of what may be many confusing filing seasons.

RETIREMENT RETIREMENT PLANNING APR 03, 2014
Putnam, Great-West Financial to combine retirement businesses

Combined companies will have $220B in assets; Putnam chief Robert Reynolds named CEO of Great-West Lifeco U.S.

RETIREMENT RETIREMENT PLANNING APR 03, 2014
Navigating 401(k) rollovers

RETIREMENT RETIREMENT PLANNING APR 03, 2014
Putnam uses peer pressure to promote more 401(k) savings

If the looming health savings crisis isn't enough to scare people into saving for retirement, maybe a healthy dose of peer pressure will do the trick.

RETIREMENT RETIREMENT PLANNING APR 02, 2014
Keep a cool head when the DOL comes knocking

As the number of audits climbs, here's what could put plan sponsors at risk for scrutiny

RETIREMENT RETIREMENT PLANNING APR 02, 2014
401(k) fiduciary lawsuit raises questions on record keeping

A court decision sheds new light on issue of whether float income is a plan asset.