Retirement

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Securities lending in 401(k)s comes under heavy fire
RETIREMENT PLANNING MAR 23, 2011
Securities lending in 401(k)s comes under heavy fire

Government studies show employees, bosses often unaware of practice; does it boost returns or not?

Fidelity: 401(k) balances climbed 11% in 2010
RETIREMENT PLANNING MAR 23, 2011
Fidelity: 401(k) balances climbed 11% in 2010

Employees' 401(k) account balances in the equities markets in 2010 continued to climb and were higher than they were before the markets fell, according to a recent analysis

GAO lifts hood on target date funds – and finds big problems
RETIREMENT PLANNING MAR 23, 2011
GAO lifts hood on target date funds – and finds big problems

RETIREMENT PLANNING MAR 23, 2011
Putnam CEO to Congress: Save Social Security, don't privatize it

Putnam Investments chief Robert Reynolds came to Washington on Wednesday to urge Congress to save Social Security — just not in the way Wall Street executives usually recommend.

RETIREMENT PLANNING MAR 23, 2011
Putnam hooks former Hancock, Fidelity execs to boost DC biz

Putnam Investments has tapped former executives from John Hancock Financial Services Inc. and Fidelity Investments to help it expand its defined contribution business.

RETIREMENT PLANNING MAR 20, 2011
Reporting Roth IRA conversions

Get ready for an avalanche of Form 8606 questions

RETIREMENT PLANNING MAR 20, 2011
GAO skewers lending by plans

The Senate Special Committee on Aging and the Government Accountability Office have called upon the Labor Department to give employers guidance on securities-lending activities that are taking place within retirement plans

RIAS MAR 20, 2011
A fiduciary field guide

TAX MAR 20, 2011
IRS to wannabe tax dodgers: "Talk to the hand'

RETIREMENT PLANNING MAR 20, 2011
Planners expect big revenue jump this year

Unflinching optimism continues to dominate the outlook of the financial planning community, despite the gloomy forecast from the media, according to the latest quarterly research from Russell Investments

LIFE INSURANCE AND ANNUITIES MAR 20, 2011
Retirement confidence hits skids

American workers' confidence in having enough money for a comfortable retirement dropped to its lowest level in more than 20 years, and an increasing number of employees now plan to work past 65

RETIREMENT PLANNING MAR 20, 2011
Firms are omitting annuities in new retirement income products

The move more than likely signals a shift from accumulation -- but without insurance lock-ins

TAX MAR 20, 2011
Charitable giving on the upswing after falling in 2009

Foundations, donor funds cite evidence that wallets are beginning to open

RETIREMENT PLANNING MAR 18, 2011
Advisers' advising, but boomers not buying

Clients not interested in re-balancing, saving more or devising a financial game plan, survey finds

BlackRock bags another LPL exec to beef up its DC biz
RETIREMENT PLANNING MAR 18, 2011
BlackRock bags another LPL exec to beef up its DC biz

Asset manager hires Robert Francis, former COO at B-D's retirement unit

Think your tax-avoidance gambit is novel? Think again
TAX MAR 18, 2011
Think your tax-avoidance gambit is novel? Think again

IRS to wannabe tax-dodgers: 'Talk to the hand'

Harvard vs. plumbing school? You'd be surprised
RETIREMENT PLANNING MAR 18, 2011
Harvard vs. plumbing school? You'd be surprised

With college tuition reaching mind-boggling levels, economist Laurence Kotlifoff reexamines the ROI of higher education. What he discovers may explain why the guy who fixes your sink drives a better car than you do.

Tax strategy patents may be headed for ash heap
TAX MAR 18, 2011
Tax strategy patents may be headed for ash heap

Senate's near-unanimous passage of law prohibiting such patents hailed as 'big step forward for taxpayers'; on to the House

RETIREMENT PLANNING MAR 16, 2011
Sen. Harkin: New retirement scheme hinges on advisers

TAX MAR 16, 2011
S corps prepare for tax-reform fight

Managers at smaller broker-dealers and LLPs have been on high alert ever since Treasury boss Timothy Geithner suggested changing the tax rules for pass-through entities.