Retirement planning

MidAtlantic Trust Company said it had resolved record-keeping problems that have kept exchange-traded funds from being part of holdings in 401(k) and other retirement plans.

Only 12% of employers sponsoring 401(k) plans feel that their employees will be financially prepared for retirement, down from 15% a year ago.

A difference of 1% in fees could reduce an investor’s balance at retirement by as much as 28%, according to the Department of Labor.

Morningstar has rolled out the next generation of Morningstar® Retirement ManagerSM, an advice and managed account service for defined contribution participants in the United States.

When it comes to retirement, baby boomers are favoring lifestyle choices over wealth preservation, bucking the traditions of the generations that came before them.

Women and men are equally likely to save for retirement and almost as likely to calculate how much they’ll need.

Balances in small business retirement plans have increased an average of 20 percent between 2007 and 2012 in the aftermath of the recession.

"You must ask everyone who comes into your office: Do you have a health problem?" estate planner and Financial Planning contributor Martin Shenkman cautioned. "If you don't ask, they are not going to tell."

Wealth managers need to upgrade their strategies for working with clients coping with grief or risk losing them to other advisors.

From the ball field to Sunday service, BNA's Mike Alef is an Everyman figure in the world of financial planning.

Nervous clients might seek negative information to support their beliefs. Here's how to ease their fears.

Starting holistic planning earlier will help preserve boomers' wealth

Aging clients may need to adjust real estate holdings to address changing health care needs. Here are 7 strategies to consider.

IMCA’s annual conference kicks off in Seattle on Monday with lessons for financial advisors from behavioral finance professor Meir Statman.

San Antonio-based USAA Investments, a provider of mutual funds and insurance products to members of the U.S. military, is currently prepping the USAA Target Retirement 2060 Fund to launch in July 2013.

T. Rowe Price Group has no immediate plans to begin offering active exchange-traded funds, the Baltimore Business Journal reports.

Defined contribution investment-only providers have a leg up on their plan provider counterparts when it comes to the creative and aggressive techniques that they use to move their products, according to a new study by research shop Oculus Partners.

BMO Global Asset Management has expanded its Defined Contribution Investment Only team with the appointment of two new regional sales managers.

Most Boomers lack confidence in their retirement readiness, and the unease is growing.

LIMRA research indicates that few of these consumers are taking full advantage of the retirement savings vehicles available to them.