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Retirement Planning Articles
The insurance firm has named its retirement business Empower reflecting a new era for plan sponsors.
A handful of the Nov. 4 races shape up as de facto referendums on pension reform and their results could make municipal bond investors alter their bets.
The goal is to have defined contribution plans, defined benefit plans and individual retirement accounts joined in one pool of money or together in a list that workers can readily see, he says.
The insurer offered voluntary lump-sum payments to about 13,500 workers who had left the company and hadn’t yet started receiving pension payments.
Their lawyers are arguing more effectively by showing what fiduciaries should have done but didn’t do, says a senior advisor to the American Society of Pension Professionals & Actuaries.
Pension funds will deploy more cash to long-term bonds as a global economic recovery is forecast to push yields higher in developed nations, says a Fidelity Investments survey.
Clients who are supporting aging parents and adult children require special advice, advisors say.
The U.S. Treasury Department said on Friday it was tweaking its policy for retirement funds to encourage savers to buy annuities, a measure aimed to keep them from outliving their savings.
Taxpayers can now put aside a little more toward their retirement in 2015, according to the agency.
For the second day in a row, a top SEC executive stressed that protecting baby boomer retirees is a key objective of the agency.
Financial Advisor Blogs
Portfolio Manager Insights
Dorsey Wright says market turbulence has shifted its October ranking of SRI funds and ETFs. + Read more
Advisors can use less correlated investments to help clients protect against losses, especially during the draw-down phase. + Read more