Retirement

Displaying 11581 results
RETIREMENT PLANNING JAN 12, 2017
Social Security to stop mailing paper statements — again

Budget restraints will limit paper benefit statements to those 60 and older.

MUTUAL FUNDS JAN 12, 2017
Will Trump's tweets continue to move markets - and is that a good thing?

Past administrations have had an impact on stock prices, but no one has shown a proclivity for targeting certain industries like the president-elect

RETIREMENT PLANNING JAN 11, 2017
Why retirement plan advisers should care about the HSA market

There's a void in education and advice for HSAs, which retirement plan advisers are perfectly positioned to fill.

RETIREMENT PLANNING JAN 10, 2017
John Hancock picks robo for retirement accounts

NextCapital's digital platform to serve 401(k)s and rollovers for the firm.

RETIREMENT PLANNING JAN 10, 2017
What's in your IRA? GAO says retirement accounts hold lots of 'unconventional assets'

Investing in real estate, private equity, church bonds and precious metals can create some unique problems for retirement savers.

RETIREMENT PLANNING JAN 10, 2017
Social Security to stop mailing paper statements — again

Budget restraints will limit paper benefit statements to those 60 and older.

What Donald Trump could do to your retirement
RETIREMENT PLANNING JAN 10, 2017
What Donald Trump could do to your retirement

A bitterly debated regulation that requires financial advisers to put their clients' interests first could be derailed.

RETIREMENT PLANNING JAN 09, 2017
State auto-IRA programs could be a boon for 401(k) advisers

The programs, currently being established in five states, open up distribution opportunities for 401(k) advisers in the short term and create longer-term prospects.

RETIREMENT PLANNING JAN 09, 2017
Amid DOL fiduciary rule doom and gloom, some take opportunistic tack

Some providers see sales opportunity due to broker-dealers' narrowing of product platforms.

Health savings accounts front and center amid Obamacare repeal efforts
RETIREMENT PLANNING JAN 08, 2017
Health savings accounts front and center amid Obamacare repeal efforts

With most versions of the plans aimed at replacing Obamacare including higher deductibles and out-of-pocket expenses, HSAs could represent a tradeoff in terms of costs.

REGULATION AND LEGISLATION JAN 08, 2017
Outlook for 2017: Strategists from Vanguard, Fidelity, Franklin Templeton, Ameriprise, BlackRock and others weigh in

Unusual number of variables in the New Year.

RETIREMENT PLANNING JAN 06, 2017
Congressman introducing bill delaying DOL fiduciary rule

The bill would delay the fiduciary rule's implementation two years from the time the legislation is enacted.

RETIREMENT PLANNING JAN 06, 2017
J.C. Penney agrees to pay $4.5 million to settle 401(k) suit

Plaintiffs had alleged company was imprudent in continuing to offer company stock as an investment option after it had declined in value.

RETIREMENT PLANNING JAN 05, 2017
Americans steadily boosting 401(k) deferral rates

The increase in contribution rates over the past few years has resulted in billions of dollars in additional retirement savings.

RETIREMENT PLANNING JAN 05, 2017
You can avoid your bank's overdraft fees if you know how

By shopping around, consumers can find banks that are less aggressive about collecting overdraft fees.

RETIREMENT PLANNING JAN 05, 2017
Social Security changes coming to beneficiaries and taxpayers in 2017

Whether you are receiving monthly checks or still paying in, be aware of these adjustments.

RETIREMENT PLANNING JAN 05, 2017
Americans steadily boosting 401(k) deferral rates

The increase in contribution rates over the past few years has resulted in billions of dollars in additional retirement savings.

RETIREMENT PLANNING JAN 05, 2017
Social Security changes coming to beneficiaries and taxpayers in 2017

Whether your clients are receiving monthly checks or still paying in, be aware of these adjustments.

RETIREMENT PLANNING JAN 05, 2017
Retirement coaching could improve post-career happiness

Conversations about work and personal fulfillment may lead clients to more successful retirements

RETIREMENT PLANNING JAN 04, 2017
Prudential, Captrust win 401(k) fiduciary breach lawsuit

The judge dismissed claims of fiduciary breach under ERISA, largely falling in line with judgments from similar cases.