by
Karen DeMasters
Five people involved in defrauding more than 800 people, many of them
elderly, have been sentenced to prison terms for their involvement in a
$100 million scheme that cost many of the victims...
Brokerage firms may drop millions of individual retirement account
holders if a proposed U.S. Labor Department rule takes effect, a
lobbying group said today.
by Dan Moisand
New research suggests that retirement planning should focus on savings, not withdrawals and accumulation targets.
by Eric L. Reiner
The trend spells opportunity for advisors.
by Juliette Fairley
Only 45% of plan sponsors fully understand their retirement plan fees and many who did change plans had been with their previous provider for less than three years.
by
Karen DeMasters
Although the average, and even more dramatically the median, amounts of
assets in Vanguard defined contribution plans are low, both numbers
are rising and may not paint as bleak a picture as it...
by Dan Moisand
Here's what you need to be reinforcing so that retirement clients will let you do what needs to be done in bad markets.
Retirees may have to delay Social Security benefits and buy an annuity
to have enough money for retirement, said a U.S. government study.
Executives with deferred compensation plans have until tomorrow to set
aside part of their bonuses and save as much as 9 percent in future
taxes.
People worried about losing their retirement savings in the stock market
are seeking safety in variable annuities that promise lifelong income.
by
Karen DeMasters
Many investors take too much risk because they are afraid of running out
of money when they retire and because they feel bombarded with negative
news and pessimistic attitudes.
by Matt Greco
The conversation about whether more people in the U.S. should annuitize retirement money is heating up.
by
Jim McConville
Advisors' hearts may be willing, but their writing hand is weak when
it comes to putting a solid retirement plan down in ink, according to a
new survey.
by
Karen DeMasters
Instead of working longer or retiring on time with less money, a third alternative may give some clients the best of both worlds.
by
Jim McConville
Guaranteed minimum withdrawal benefits, income protection and deferral bonuses are options The Hartford has added to some of its variable annuities.
by
Jim McConville
Baby boomers and Gen Xers who opt to work beyond 65 may not have enough
cash on hand to pay for basic expenses and uninsured health care costs
when they do eventually retire, according to a...
U.S. insurers' sales of variable annuities jumped 24 percent in the
first quarter, led by policies that promise lifetime income and protect
against market declines.
by Jerilyn Klein Bier
Financial advisors in the 401(k) space are optimistic about future prospects in a shifting regulatory landscape.
by
Karen DeMasters
A new survey shows that substantially more people may not have their homes paid off when they retire, and that may complicate financial planning.
