Retirement

Displaying 11579 results
Sutter Health hit with second lawsuit over $3.7 billion DC plan
RETIREMENT PLANNING SEP 15, 2020
Sutter Health hit with second lawsuit over $3.7 billion DC plan

The class-action cases point to allegedly excessive investment management fees

80% of older workers financially illiterate: Survey
RETIREMENT PLANNING SEP 15, 2020
80% of older workers financially illiterate: Survey

The results show retirement will be an uncertain time for many, according to The American College of Financial Services

Retirement advisory firms must adapt or face attrition
OPINION SEP 15, 2020
Retirement advisory firms must adapt or face attrition

National aggregators are forcing independents to act

Early estimate puts 2021 Social Security COLA at 1.3 percent
RETIREMENT PLANNING SEP 15, 2020
Early estimate puts 2021 Social Security COLA at 1.3 percent

That adjustment for next year would be small, but higher than previously expected

ESG could thrive in 401(k) plans, despite DOL rule
RETIREMENT PLANNING SEP 14, 2020
ESG could thrive in 401(k) plans, despite DOL rule

Even as the regulator moves to stem the funds in retirement plans, there are ample opportunities, according to speakers at the NAPA 401(k) Summit

INmail: Claiming early nixes switching to spousal benefits
RETIREMENT PLANNING SEP 14, 2020
INmail: Claiming early nixes switching to spousal benefits

Unfortunately, clients can’t switch to a spousal benefit and allow their own retirement benefit to continue to grow until 70 for a few reasons.

Biden tax plans mean bigger bills for millionaires
TAX SEP 14, 2020
Biden tax plans mean bigger bills for millionaires

The Democratic presidential candidate's proposals would have little effect on the taxes paid by those earning less than $400,000 a year

From new normal to new paradigm
RETIREMENT PLANNING SEP 13, 2020
From new normal to new paradigm

How half a year of quarantine has affected the financial services industry

Pandemic's financial, emotional toll prompts early retirements
RETIREMENT PLANNING SEP 11, 2020
Pandemic's financial, emotional toll prompts early retirements

Stress, employment concerns and market jitters have clients asking whether they are in good shape to stop working

Home office deduction limited to self-employed
REGULATION AND LEGISLATION SEP 11, 2020
Home office deduction limited to self-employed

Working from home during COVID-19 might not qualify for a tax break

FPA launches philanthropic solutions certificate program
TAX SEP 10, 2020
FPA launches philanthropic solutions certificate program

The six-part online series is co-sponsored by the American Heart Association and qualifies for six continuing education credits

401(k)s were considering annuities -- then COVID-19 hit
RETIREMENT PLANNING SEP 10, 2020
401(k)s were considering annuities -- then COVID-19 hit

The pandemic has shifted plan sponsors' priorities, according to a survey from T. Rowe Price

Impact of raising the Social Security taxable wage base
RETIREMENT PLANNING SEP 10, 2020
Impact of raising the Social Security taxable wage base

Taxing more earnings would improve the finances of the Social Security trust fund; it might also boost benefits

Q&A: WealthConductor CEO Sheryl O'Connor
RETIREMENT PLANNING SEP 10, 2020
Q&A: WealthConductor CEO Sheryl O'Connor

The fintech's leader talks retirement savings software in the age of COVID-19 and what the industry lacks in gender equality

Captrust acquires retirement business of Plante Moran
RIAS SEP 10, 2020
Captrust acquires retirement business of Plante Moran

Deal for Michigan-based unit adds $6.27 billion in institutional assets

Hybrid wholesaling coming for the 401(k) market
RETIREMENT PLANNING SEP 09, 2020
Hybrid wholesaling coming for the 401(k) market

What the trend means for retirement plan advisers

People of color feel ready for retirement but may not be, study finds
RETIREMENT PLANNING SEP 09, 2020
People of color feel ready for retirement but may not be, study finds

Allianz says their potential misinterpretation of the situation may put retirement at risk

MassMutual 401(k) deal wins Empower valuable clients
RETIREMENT PLANNING SEP 08, 2020
MassMutual 401(k) deal wins Empower valuable clients

Empower will also get its foot in the door with one big broker-dealer

Hybrid adviser managing $150 million joins LPL from MML
BROKER DEALERS SEP 08, 2020
Hybrid adviser managing $150 million joins LPL from MML

Forrest Williams Jr. of The Opus Group of Virginia spent 27 years at MML

Empower to buy MassMutual's 401(k) business
RETIREMENT PLANNING SEP 08, 2020
Empower to buy MassMutual's 401(k) business

The deal will bump the plan provider's assets under administration to $834 billion, the companies announced