Retirement planning

DCIO shops are converging this week in New York to showcase their wares and portfolio managers to advisors.

As Congress looks to raise revenue by eliminating tax exemptions, could 529s, which cost the government nearly $2 billion a year in lost revenue, be on the chopping block?

The United Services Automobile Association, first created as a means for army officers to insure their automobiles more than 91-years ago, has been taking a number of steps into retirement plan portfolios.

The executive of Sacramento County in California recently attributed the increase in his county’s pension costs to “investment losses during the recession.”

MainStay Investments is looking to give its retirement business a boost by offering additional non-revenue share class (R6 Shares) for six funds, effective June 17.

Sessions at the 25th annual Morningstar Investment Conference covered a range of topics from actively managed ETFs, closed-end funds and alternatives to strategies to boost retirement income and solutions to the “yield conundrum.” Here is a baker's dozen of the smartest things we heard at the conference.

Advisors may soon see lower fees for liquid alternative asset funds – hedge fund mutual funds – thanks to the push by hedge fund managers to market these plans more aggressively into the defined contribution space, according to panelists at last week's 25th annual Morningstar Investment Conference.

The United Services Automobile Association, first created as a means for army officers to insure their automobiles more than 91-years ago, has been taking a number of steps into retirement plan portfolios.

Want to boost your clients’ retirement income by 29%? There are five things advisors can do to help clients meet their retirement goals

The USAA Nasdaq 100 Index Fund (USNQX) has made its way onto the T. Rowe Price retirement platform, Money Management Executive has learned.

Irascible investing legend John Bogle questioned whether target-date mutual funds are the right retirement investment choice in all cases.

The most important thing an advisor can do for clients is to integrate their investment portfolios with the rest of their financial needs, according to Morningstar’s director of global fund research.

Last year, 36% of all participants in 401(k) retirement plans at Vanguard invested their plan assets in a professionally managed investment option, more than doubled from 17% at the end of 2007, according to the Valley Forge, Penn.-based firm.

RidgeWorth Investments is beefing up its sales team with the addition of Christopher Danos, Scott Goldberg and Mallory Carr.

In 2012, 36% of all participants in Vanguard retirement plans invested their assets in a professionally managed investment option, more than double that did so in 2007.

Athens, Ga.-based Stadion Money Management’s family of actively managed risk-based and target date retirement funds have found a new home on the Mid Atlantic Trust Company’s platform.

Trading at 25% down from an all-time high of $1,921 per ounce, gold's recent prices may have you thinking that the bull run is over.

One year after the "untimely" death of Richard Aster, founder of Larkspur, Calif.-based Aster Capital Investment Management, the investment advisor is selling off its assets.

Thanks to advances in medicine and technology, more of us will live to see our grandchildren to adulthood.

Ed Slott, Your IRA Expert, answers questions on when to convert a traditional IRA to a Roth and what happens when the 60-day rollover period has passed.