Retirement Planning

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RETIREMENT RETIREMENT PLANNING OCT 04, 2013
Gundlach to oversee $450M in annuities push

RETIREMENT RETIREMENT PLANNING OCT 04, 2013
Health insurance exchange cost info released

Government also releases examples of how coverage could work.

RETIREMENT RETIREMENT PLANNING OCT 02, 2013
Found: lost Social Security funds

How one woman stumbled on retroactive benefits she didn't know she was owed

RETIREMENT RETIREMENT PLANNING OCT 02, 2013
Social Security: Making up for lost time

RETIREMENT RETIREMENT PLANNING OCT 02, 2013
Resist the urge to grab Social Security benefits early

Don't fear, retirement benefits won't disappear in the future.

RETIREMENT RETIREMENT PLANNING OCT 02, 2013
Brash REIT boss hires his opposite

Hard-charging Schorsch hires white-shoe Roth to run broker-dealer.

RETIREMENT RETIREMENT PLANNING OCT 02, 2013
Putnam's Reynolds repeats call for automatic workplace retirement savings

CEO faces headwinds in Washington after pitched battles over Obamacare.

RETIREMENT RETIREMENT PLANNING OCT 01, 2013
Gundlach to oversee $450M in annuities push

The manager of the top-performing DoubleLine Total Return Bond Fund, is expanding to variable annuities by subadvising a fund modeled after his flagship for Prudential Plc's Jackson National Life Insurance.

RETIREMENT RETIREMENT PLANNING OCT 01, 2013
Are 401(k) options more confusing than health insurance benefits?

Schwab says participants are clearly puzzled about choosing the right investment mix.

RETIREMENT RETIREMENT PLANNING OCT 01, 2013
Tough lessons for advisers from Hutcheson 401(k) case

From ERISA's teeth to who handles fiduciary duties, plenty to take away from saga.

RETIREMENT RETIREMENT PLANNING OCT 01, 2013
Retirement attorneys say Yale prof's 401(k) charges hot air

A trio of retirement attorneys has picked apart Yale Law professor Ian Ayers' letters to 401(k) plan sponsors and has debunked his claims of too high fees and limited menu options. <i>Plus: <a href=&quot;http://www.investmentnews.com/article/20130718/FREE/130719905&quot;>What the letters say</a> </i>

RETIREMENT RETIREMENT PLANNING SEP 30, 2013
Magic retirement number is 66, but Medicare a key factor

New study finds employee and retiree health care coverage impacts length of working life

RETIREMENT RETIREMENT PLANNING SEP 29, 2013
Penn Mutual lays off team of wholesalers and relationship managers

Firm doesn't want 'too much' in variable annuity sales.

RETIREMENT RETIREMENT PLANNING SEP 29, 2013
Some could break even with Axa's latest VA buyout offers

RETIREMENT RETIREMENT PLANNING SEP 26, 2013
Turning to social media for retirement savings info

More firms using Twitter, LinkedIn, Facebook but workers missing out.

RETIREMENT RETIREMENT PLANNING SEP 26, 2013
Annuities changes puzzle advisers

Advisers admit that variable annuities' varying product features and investment menus pose challenges, and insurers could do more to improve their clarity.

RETIREMENT RETIREMENT PLANNING SEP 26, 2013
A real life case of confused claiming strategies

When to use 'file and suspend' vs. a restricted claim for spousal benefits.

RETIREMENT RETIREMENT PLANNING SEP 26, 2013
Know the VA or stay away

RETIREMENT RETIREMENT PLANNING SEP 25, 2013
Two options to 'super-size' Social Security benefits

How financial advisers can help their clients who claim reduced Social Security benefits early and regret it later take steps to reset and maximize their benefits.

RETIREMENT RETIREMENT PLANNING SEP 24, 2013
Client advocates

Getting a jump on the effects of aging by preparing future decision makershttp://edit.investmentnews.com/apps/pbcsedit.dll/red#