Retirement Planning

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Fewer Americans Have Retirement Plans


Fewer Americans have retirement plans than a year ago and five years ago, according to a new ICI study.

Advisors Can Greatly Help With Two Divorce Subjects

by Joseph Cordell

There are two complex subjects in a divorce where a financial advisor can be immensely helpful: structuring divorce settlements in a tax-advantaged manner and the division of retirement benefits.

Congress Revving Up To Revamp Elder Services Programs


Congress is revving up to remodel the federal government’s omnibus package of elder services programs.

FSI Execs Fret Over DOL Proposal, Leaked Memo By White House Advisor


Independent broker-dealer leaders suddenly find themselves playing defense on a key issue: the DOL’s pending fiduciary rule that would impact financial advisors who handle retirement plans and IRAs.

Rentals Growing Over Home Ownership


More baby boomers and millennials are being forced to rent homes, Paradigm Financial says.

White House Aide Calls For Stricter Broker Rules On 401(k) Plans


One of President Obama’s top economic advisors said abusive trading practices are costing workers billions of dollars in retirement savings each year.

Business Groups Ask Supreme Court To Allow Plans To Invest In Retail Funds


Business groups have asked the Supreme Court to rule that company retirement plans can continue investing in retail mutual funds.

Most People Cannot Weather A 'Rainy Day,' Survey Says

by FA Staff

Over two-thirds of respondents in a recent survey said they don’t have enough money saved for an emergency, and vacation planning trumped retirement planning for many.

Pershing Launches Retirement Plan Network

by FA Staff

The new platform’s resources are intended to help advisors achieve better retirement outcomes for retirement plan sponsors and plan participants.

Social Security Expanding Field Office Hours


Social Security field offices will be open until 4 p.m. around the country every weekday but Wednesday starting March 16.

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