Retirement Planning

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GAO Says Lump-Sum Pension Disclosures Are Deficient

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A Congressional watchdog is urging corporate defined benefit plans be required to make better disclosures when they offer lump sums payouts.

The Silent Struggle Of Seniors With Debt

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Among families headed by those 55 or older, 65.4 percent are still carrying debt loads.

Consumer Saving Increased In 2014, Study Finds

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The average household’s savings rate increased to 5.5 percent in 2014, up from 4.6 percent in 2013, according to recent research from Hearts & Wallets.

Supreme Court Argues Over Duty Of 401(k) Plans To Monitor Investments

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The U.S. Supreme Court argued Tuesday over the on-going fiduciary role of retirement plans to monitor investments.

SEC’s Gallagher Calls DOL Fiduciary Rule Making A “Runaway Train”

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Commissioner Daniel Gallagher warns the U.S. Labor Department could make entire categories of investments for retirement plans and their participants disappear.

Financial Considerations Of ‘Aging In Place’

by FA Staff

CFP Board's Consumer Advocate Eleanor Blayney outlines some key factors for retirees to consider when deciding whether to remain in their homes or move to a retirement community.

EBRI: Social Security Cuts Could Hurt Gen Xers

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Generation Xers may need to save an extra $27,000 to $79,000 for retirement if possible reductions to Social Security come true, EBRI's research director says.

Cetera Partners With Envestnet On Retirement Platform

by FA Staff

Cetera Financial Group is partnering with Envestnet to build out a retirement plan platform across its network of nine different broker-dealers.

401(k)-style Public Pensions Cost More Than Traditional Plans, Study Says

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Public worker unions and others who back traditional pensions over 401(k)-style plans got ammunition on Tuesday from a new study that shows U.S...

Why Canada's Snowbirds Are Under U.S. Scrutiny

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Canadians who normally head south of their border for warmer weather are keeping closer track of their time in the United States because if they stay too long, they could lose their Canadian health...

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