Retirement

Displaying 11579 results
401(k) savers pull back on account trading
RETIREMENT PLANNING JUN 11, 2020
401(k) savers pull back on account trading

After seeing median returns of -20% during the first quarter, participants did not make many trades in May, according to two reports

Women taking bigger role in family finances, despite men: Report
RETIREMENT PLANNING JUN 10, 2020
Women taking bigger role in family finances, despite men: Report

Nearly a third of women said they had primary responsibility for household saving and investing decisions, but only 5% of men agreed

Retirement planning fintech highlights tax impacts on clients
FINTECH JUN 10, 2020
Retirement planning fintech highlights tax impacts on clients

The Timelineapp tool helps advisers decide the best combination of tax-deferred and brokerage account withdrawals for clients

The online evolution of retirement plan practices
OPINION JUN 10, 2020
The online evolution of retirement plan practices

There are opportunities in the defined-contribution world in the wake of the pandemic

Few use CARES Act to tap retirement savings
RETIREMENT PLANNING JUN 10, 2020
Few use CARES Act to tap retirement savings

Even though plan sponsors are offering easy access to retirement accounts, few workers have taken advantage of that

More companies may cut 401(k) matches
RETIREMENT PLANNING JUN 09, 2020
More companies may cut 401(k) matches

As of late April, 12% of companies surveyed had suspended their matching contributions and another 23% said they might halt them

Advisers misjudge client interest in annuities: Survey
RETIREMENT PLANNING JUN 09, 2020
Advisers misjudge client interest in annuities: Survey

Consumers are interested in guaranteed income products, but not when they're called annuities

Pru is one contender for MassMutual's retirement business
RETIREMENT PLANNING JUN 08, 2020
Pru is one contender for MassMutual's retirement business

There's considerable overlap in the types of defined-contribution plans the two companies serve, particularly in the Taft-Hartley, government and nonprofit areas

INmail: Switching between retirement and survivor benefits
RETIREMENT PLANNING JUN 08, 2020
INmail: Switching between retirement and survivor benefits

Could I stop collecting my retirement benefit, switch to my survivors benefit and then switch back to my retirement benefit at age 70?

MassMutual looks to sell retirement biz: report
RETIREMENT PLANNING JUN 08, 2020
MassMutual looks to sell retirement biz: report

The financial services firm sold its OppenheimerFunds business a couple of years ago

Retirement worries rise most for women during pandemic
RETIREMENT PLANNING JUN 05, 2020
Retirement worries rise most for women during pandemic

Already facing greater retirement-security challenges, women said the crisis has put them farther behind, according to a recent survey

Private equity in 401(k)s? Not anytime soon
RETIREMENT PLANNING JUN 04, 2020
Private equity in 401(k)s? Not anytime soon

Very few plans include investments that use PE, and guidance this week from the Labor Department might not change that.

DOL encourages use of private equity funds in retirement plans
RETIREMENT PLANNING JUN 03, 2020
DOL encourages use of private equity funds in retirement plans

Investor advocates warn high-risk, high-fee investments could harm savers

Raymond James sues Ohio National for $10 million in VA commission fight
LIFE INSURANCE AND ANNUITIES JUN 03, 2020
Raymond James sues Ohio National for $10 million in VA commission fight

Raymond James is the latest broker to join the tussle over compensation on the insurer's variable annuities

DOL sends revised fiduciary rule to Office of Management and Budget
RETIREMENT PLANNING JUN 02, 2020
DOL sends revised fiduciary rule to Office of Management and Budget

After being stalled for months, the proposal has finally advanced and could be heading toward public release

How history lessons can help calm anxious investors
OPINION JUN 01, 2020
How history lessons can help calm anxious investors

Encouraging clients to stay invested through the worst and best days is the most likely to result in a successful retirement outcome

Tax planning is a hot topic amid a pandemic and a looming election
RETIREMENT PLANNING JUN 01, 2020
Tax planning is a hot topic amid a pandemic and a looming election

Most advisers expect tax rates to go up, but opinions vary on how and when to plan for it

Advisers give Donald Trump the edge over Joe Biden in reelection bid
TAX JUN 01, 2020
Advisers give Donald Trump the edge over Joe Biden in reelection bid

InvestmentNews survey shows economic recovery, pandemic response are key issues in determining the president's political fate

Upholding the spirit of new legislation
OPINION MAY 31, 2020
Upholding the spirit of new legislation

Lawmakers have stepped in to provide relief to millions of Americans, but the laws come with unforeseen loopholes

State best interest annuity rule begins journey to become law
LIFE INSURANCE AND ANNUITIES MAY 31, 2020
State best interest annuity rule begins journey to become law

Two down, 48 states to go for sales rule