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The senator has introduced legislation that calls for a database of all retirement accounts, and for investing abandoned accounts in target-date funds.
June 22 -
Clients who are currently investing for retirement should anticipate a paltry long-term return given today's market conditions, says BlackRock Chairman and CEO Larry Fink.
June 21 -
The proposals would enhance retirement security for those who depend most on the program; plus, three ways to lower long-term-care insurance premiums.
June 20 -
Retirement savers can ward off the risk of succeeding periods of bad returns during the early part of their golden years with the right asset allocation.
June 14 -
The decline could be attributed to poor market returns and the plans' auto enrollment feature.
June 8 -
These college savings portfolios have adequate exposure to large-cap equities and other core assets, but aren't as good on more specialized investments compared with target-date funds.
June 1 -
These smart strategies can reduce the amount of income subject to the tax, says Samuel A. Donaldson, professor of law at Georgia State University College of Law.
May 20 -
A property would have to "perform sensationally" to make up for the hit to the investor's retirement savings; plus, how to overcome income shocks.
May 16 -
Taking advantage of this perk can help clients get much closer to securing their retirement; plus, what couples need to know about Social Security benefits.
May 12 -
The finalization of the Department of Labors recent fiduciary ruling has left more than one out of three retirement plan service providers uncertain of their professional status, according to a new industry survey.
May 10 -
Nearly four decades after adopting passive investing techniques, Vanguard's founder finally sees the approach pay off; plus, Social Security filing tactics your clients need to consider.
May 4 -
Who benefits from a new law that allows retirees to make donations to charities directly from their IRAs? Plus, retirement challenges even millennials with 401(k)s will face.
May 2 -
Why certain clients should allocate more, or less, to their emergency funds in preparation for retirement; plus, how Americans blew $1.7 trillion in retirement savings.
April 28 -
Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.
April 28 -
An absence of pensions has prompted older workers to increase their working hours and stay longer in the workplace, a recent study finds; plus, how your clients can plan for retirement in their 50s.
April 25 -
One retirement plan advisory firm's digital approach offers product providers a lesson on how to overcome the client education gap and reinvigorate the learning process.
April 25 -
Fidelity neednt settle for another me-too lineup of smart beta ETFs.
April 22 -
Advisors managing assets within retirement plan vehicles, including IRAs, will need to take a hard look at their own pricing and practices, because simply disclosing conflicts of interest is no longer good enough under the new rule.
April 21 -
Out of about 76 million baby boomers in the United States, approximately 35 million of them lack any retirement savings and that statistic appears to be getting worse.
April 12 -
DoL regulators say they allowed for annuities and nontraded REITs in retirement accounts because they wanted to avoid the risk of clients taking heavy losses by exiting certain investments precipitously.
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