Retirement planning

Small businesses may be facing a variety of regulatory changes after January 1.

Defined contribution plan sponsors were hit with a number of initiatives this year including fulfilling the Department of Labor’s fee requirements and weighing the pros and cons of retirement income products.

Eagle Asset Management today announced that it has completed the purchase of a 45% ownership stake in San Diego-based ClariVest Asset Management.

Target-date funds are slowly inching their way into 401(k) plan participants’ portfolios.

Target-date funds are slowly inching their way into 401(k) plan participants’ portfolios.

Americans held $5 trillion in all employer-based DC retirement plans on September 30, of which $3.5 trillion was held in 401(k) plans, according to data from the Investment Company Institute.

Americans held $5 trillion in all employer-based DC retirement plans on September 30, of which $3.5 trillion was held in 401(k) plans, according to data from the Investment Company Institute.

A looming presidential election and fiscal cliff were not enough to dissuade employees from taking positive savings actions in their 401(k)s, according to Bank of America Merrill Lynch’s latest quarterly numbers for its retirement and benefit plan services business.

“Go online or contact your Human Resources department now and request an increase in your salary deferral, beginning with your first paycheck in January,” advises Matthew Illian, a planner with Marotta Wealth Management in Charlottesville, Virginia. “The people there will appreciate the advance notice.”

the move from a defined benefit world to a defined contribution world “is unlikely to reduce retirement preparedness.”

With more incentive and interactive employer education, millennial workers indicate in new survey that they prioritize retirement savings.

It'll be a happy new year for Gemini Fund Services, which has announced a major achievement for its Northern Lights shared trusts.

Putnam Investments is looking to hire three defined contribution investment only wholesalers to join its DCIO sales team.

While the retirement outlook may not be bright for many pre-retirees, those who worked with advisors were twice as likely to have accomplished at least some planning activities, according to the study.

“The findings are eye-opening for financial advisors because investors are clearly saying they are worried about the economic situation,” said Joe Ready, director of Institutional Retirement and Trust at Wells Fargo.

A little more than a year after launching Retirement Ready, a retirement income program for its advisors, John Hancock Financial Network today announced the launch of a new iPad application and updates to the program.

A Nationwide Financial survey found that 42% of advisors have clients who are asking about giving away all of their money to their children as a means of financial planning.

Nearly half (48%) expect to retire with debt, primarily mortgage payments followed by credit cards, car payments and student loans.

Expect reinforcements to Sentinel Investments' defined contribution team.

Through a new online tool that ages a consumer’s photo, investors can catch a glimpse of what they’ll look like many years down the road.