Retirement planning

Paul Reilly describes a recent leaked White House memo supporting the DOL's efforts as "an example of biased and distorted research [that] impugns the integrity of the work our advisors do every day."

Though the mutual fund provider will have a majority ownership in eMoney, the company will remain independent.

Couples should "practice being retired," taking long vacations and spending more time together -- but not too close to the kids.

Plan sponsors face mounting fiduciary responsibilities, and both sponsors and participants crave advice. Both those trends give RIAs a fiduciary edge in seeking growth.

In laying out exam priorities for 2015, regulators cite mounting complexity of products and services in the retirement space.

A new book says the looming crisis is the result of lawmakers' inaction as well as people's poor saving behavior and decisions.

Too many advisors and clients continue to view Social Security as a separate part of their retirement portfolios.

A comparison of 'decision rules' with rebalancing suggests that advisors may not be giving one simple strategy the credit it deserves.

If your client is retiring due to boredom on the job or because it just feels like the right time, they may not be prepared; Plus, clients have two options in claiming lump-sum payments from Social Security.

The ideal investing approach should control downside risk while also achieving a reasonable rate of growth. Here are a few suggestions.

Biases that arise from misconceptions (and laziness) can do lasting damage to a client's retirement plan and an advisor’s business—the popularity of "file and suspend" is just one example

It's impossible to put clients first if advisors offer subpar advice, or ignore the government program altogether.

"If you think you have no special needs clients, you probably are not asking the right questions,” says Mike Walther.

The share of families with an individual account retirement plan such as an IRA or 401(k) is decreasing, but the assets in those plans are increasing, according to a new study.

Clients with both pre- and after-tax money in their employer plans can allocate distribution to separate retirement accounts.

The retirement plan industry is evolving rapidly. Here are a few key trends that will help advisors looking to engage in the retirement plan market.