Retirement

Displaying 11581 results
RETIREMENT PLANNING MAY 04, 2018
Advisers need this new approach to aging clients

Addressing longevity will be key to how financial advisers serve clients in the future.

RETIREMENT PLANNING MAY 03, 2018
America is turning out more millionaire retirees than ever

Retirees are healthier as well as wealthier, and they're watching a lot more TV.

RETIREMENT PLANNING MAY 03, 2018
Countdown to retirement

Reviewing key deadlines with a group of friends

OPINION MAY 03, 2018
3 insights on the Financial Engines-Edelman combination and how it might affect you

The combined company is likely to become a nationally dominant firm.

RETIREMENT PLANNING MAY 02, 2018
A radical idea: Pay clients for the privilege of managing their funds

One consultant thinks active managers should become principals rather than agents.

RETIREMENT PLANNING MAY 01, 2018
Low returns create bleak outlook for clients in 'retirement red zone'

Morningstar's David Blanchett says the 10-year return forecast puts those closest to retirement age in a dangerous place.

7 ways to build up assets in a Roth account
RETIREMENT PLANNING MAY 01, 2018
7 ways to build up assets in a Roth account

Attorney Natalie Choate explains seven ways to fund Roths without conversions.

Pension plans take lead on finding missing participants
RETIREMENT PLANNING APR 30, 2018
Pension plans take lead on finding missing participants

The Labor Department's more aggressive stance has made the tasks of finding missing retirement plan participants more demanding.

RETIREMENT PLANNING APR 30, 2018
Recent rule changes to boost retiree health costs

New analysis quantifies the effect on Medicare premiums and Social Security benefits.

RETIREMENT PLANNING APR 27, 2018
Job satisfaction tied to benefits satisfaction, survey finds

EBRI says almost two-thirds of employees who are happy with their benefits have high morale.

RETIREMENT PLANNING APR 27, 2018
Retirement outlook for millennials

They're drowning in debt, but are highly educated and have decades to get on track.

RETIREMENT PLANNING APR 27, 2018
Wells Fargo wouldn't be the first to push proprietary products on 401(k) plan participants

Let's not fool ourselves that the conduct allegedly being investigated at Wells Fargo is limited to one firm.

Senators introduce bill calling for retirement commission to guide Congress
RETIREMENT PLANNING APR 27, 2018
Senators introduce bill calling for retirement commission to guide Congress

Bipartisan effort focuses on ways to improve private retirement benefit programs.

ALTERNATIVES APR 26, 2018
Tax reform leads to question: To be or not to be a REIT?

New law may spur some real estate investment trusts to convert to C corps

RETIREMENT PLANNING APR 26, 2018
AARP seeks to defend DOL fiduciary rule in 5th Circuit

Massive interest group has concerns the Labor Department will not request a rehearing of its vacated regulation by April 30 deadline.

RIAS APR 26, 2018
401(k) record-keeper consolidation is about to heat up

Advisers who don't prepare could suffer severe reputational harm.

RETIREMENT PLANNING APR 25, 2018
Future retirees expect Social Security to be main source of income

Survey found many clients would switch advisers to get claiming advice.

LIFE INSURANCE AND ANNUITIES APR 25, 2018
Indexed annuities likely to rebound after dip in sales last year

An increase in market volatility, higher interest rates and dissipating anxiety around the Labor Department's fiduciary rule are improving the product outlook.

RETIREMENT PLANNING APR 24, 2018
Employees say workplace retirement plan will be a major retirement income source

Workers are less confident about the role Social Security will play in their retirement, EBRI survey shows.

Labor Department says ESG investments aren't always `prudent'
RETIREMENT PLANNING APR 24, 2018
Labor Department says ESG investments aren't always `prudent'

Socially responsible investors say rules could sow confusion among managers