Retirement

Displaying 11581 results
RETIREMENT PLANNING JUL 26, 2017
Retirement plan participation higher than previously thought: ICI

But there's still plenty of room for improvement.

RETIREMENT PLANNING JUL 24, 2017
DOL fiduciary rule causing DC-plan record keepers to change business with insurance agents

Principal has communicated that independent agents must change their business models to keep receiving compensation.

RETIREMENT PLANNING JUL 23, 2017
Executive women aren't getting advice they need

RETIREMENT PLANNING JUL 22, 2017
Retirement planning for women

Longer lifespans and lower savings require creative income strategies.

RETIREMENT PLANNING JUL 21, 2017
Missing from Retirement Income Planning: A Plan

Majority of advisers do not create written plans for clients, forgoing business growth opportunities.

RETIREMENT PLANNING JUL 21, 2017
Social Security Underfunding Threatens Americans' Retirement

With Social Security running out of money, one of the pillars of retirement is in jeopardy.

RETIREMENT PLANNING JUL 21, 2017
Employers Reducing Contributions to Retirement Benefits: Study

Employers cut their contributions to workers' retirements by 25% from 2001 to 2015, according to a new report from Willis Towers Watson.

RETIREMENT PLANNING JUL 20, 2017
How to fix Social Security

Retirement expert Alicia Munnell talks about the options for mending the 82-year-old safety net.

MUTUAL FUNDS JUL 20, 2017
Time to remind clients about taxes

No matter what tax reform Congress enacts, funds will still feel a bite

RETIREMENT PLANNING JUL 19, 2017
U.S. falls further in retirement security ranking among developed countries

Natixis survey finds America fell three places and now ranks 17th among 43 nations.

RETIREMENT PLANNING JUL 19, 2017
Redoing the math on a 4% retirement withdrawal rate

Given the current interest-rate environment and other factors, advisers disagree about whether the number is too conservative or not conservative enough.

RETIREMENT PLANNING JUL 19, 2017
Shifting DCIO distribution offers opportunity for 401(k) advisers

Some asset managers traditionally focused on selling through advisers are bypassing them to go directly to 401(k) plan sponsors.

RETIREMENT PLANNING JUL 18, 2017
Tax incentives would boost small-business retirement plans: LPL study

Employers say even a small increase in current tax credit would encourage adoption.

RETIREMENT PLANNING JUL 18, 2017
American dream sinking into abyss of uncertainty

Government report reveals grim outlook for Social Security compounded by trends in income inequality and health care.

RETIREMENT PLANNING JUL 18, 2017
DOL fiduciary rule: Transfers of IRAs in the new fiduciary world

Little has been said about prudent recommendations to transfer an IRA from another firm to the adviser's firm.

RIAS JUL 18, 2017
Indie BD managing $520 million becomes OSJ

HBW Securities in Simi Valley, California, takes 55 reps to Cetera

RETIREMENT PLANNING JUL 18, 2017
Managed accounts look attractive to 401(k) advisers, but how do you measure performance?

The customization that makes them a good investment option presents a benchmarking challenge.

RETIREMENT PLANNING JUL 14, 2017
How Social Security treats the survivors of young workers

Eligibility rules are more lenient for the survivors of young workers because of their brief careers.

RETIREMENT PLANNING JUL 13, 2017
Men vs. women: Who gets the most out of marriage?

Research finds a woman and a man can have significantly different views of the same marriage.

RETIREMENT PLANNING JUL 13, 2017
Why Americans can't seem to retire

The share of older people in the workforce is higher than at any point since before the creation of Medicare.