Retirement

Displaying 11581 results
Thrown some curves, service providers finally 'ahead of the curve' for 401(k) disclosures
RETIREMENT PLANNING MAY 21, 2012
Thrown some curves, service providers finally 'ahead of the curve' for 401(k) disclosures

Study shows plan sponsors are mostly satisfied with fee info they're now receiving; much-delayed rule kicks in July 1

Search for retirement income leads to unlikely sources
RETIREMENT PLANNING MAY 17, 2012
Search for retirement income leads to unlikely sources

Reverse mortgages and managed futures emerging as options for affluent clients; munis in the mix as well

Don't suffer an IRA tax faceplant
RETIREMENT PLANNING MAY 16, 2012
Don't suffer an IRA tax faceplant

Mistakes with retirement account taxes are common with IRS rules so complex

Four-percent rule a relic, advisers say
RETIREMENT PLANNING MAY 16, 2012
Four-percent rule a relic, advisers say

More flexibility with withdrawal rate needed; emerging-markets investments change assumptions

The return of pensions? Treasury backs annuities in retirement plans
RETIREMENT PLANNING MAY 16, 2012
The return of pensions? Treasury backs annuities in retirement plans

American retirement security now ranks as a top concern of the White House, right up there with unemployment and the federal budget deficit. In a joint announcement Thursday, the Departments of Treasury and Labor unveiled two executive actions to expand the transparency of 401(k) fees and broaden the availability of retirement plan payout options to encourage the use of annuities to provide lifetime income.

IRA business to boom, but advisers won't see much of it
RETIREMENT PLANNING MAY 16, 2012
IRA business to boom, but advisers won't see much of it

Large record keepers in the catbird's seat with retirement account assets set to grow by 37% in next four years

RETIREMENT PLANNING MAY 15, 2012
A case of two wives and one pension

U.S. economy needs another miracle as productivity slows
RETIREMENT PLANNING MAY 15, 2012
U.S. economy needs another miracle as productivity slows

The world's largest economy may need its second miracle in 15 years as waning productivity growth sets the stage for slower income gains, fewer job opportunities and larger federal deficits in the U.S.

RETIREMENT PLANNING MAY 14, 2012
Ratings upgrade a real benefit to Security Benefit, says insurer's boss

Kiley says A rating will boost distribution of annuities; carrier's premiums already on the rise

U.S. workers short on long-term disability coverage
RETIREMENT PLANNING MAY 14, 2012
U.S. workers short on long-term disability coverage

Despite employers' cutting back on benefits, few employees purchasing policies on their own 


Social Security makes a statement with virtual benefit estimates
RETIREMENT PLANNING MAY 14, 2012
Social Security makes a statement with virtual benefit estimates

Important financial planning tool now available online

RETIREMENT PLANNING MAY 14, 2012
Making the most of benefits for your clients

RIAS MAY 14, 2012
Advisers struggle with disputes over asset valuations

RETIREMENT PLANNING MAY 14, 2012
Longevity insurance faces hurdles to become a retirement option

RETIREMENT PLANNING MAY 14, 2012
Health care costs, planning take on more importance

RETIREMENT PLANNING MAY 14, 2012
Making the case for annuities

Romney aims to wield ax on max tax
RIAS MAY 14, 2012
Romney aims to wield ax on max tax

Under plan, top marginat rate would top out at 28%; all personal income tax rates cut by a fifth

LIFE INSURANCE AND ANNUITIES MAY 13, 2012
VA surrenders jumped after Hartford bowed out

Windfall or downfall? Clients often lost with found money
RETIREMENT PLANNING MAY 10, 2012
Windfall or downfall? Clients often lost with found money

Unexpected big check can throw people's bearings off; 'shock and denial'

Advisers short-sighted about long-term care
RETIREMENT PLANNING MAY 10, 2012
Advisers short-sighted about long-term care

Don't see the ripple effect on other retirement assets, says Harley Gordon; often don't even know how to raise the subject