Retirement planning

It’s a conflicted time for American investors who are both worried about their preparedness for retirement but also terrifically gun shy about taking on new risk to help pay for it, according to a new study of 702 U.S. residents who range in age from 18 to 67.

The liquidation of boomers' assets will be the biggest opportunity for advisors over the course of the next 20 years, according to Tiburon's Chip Roame. Advisors just need to get past the bad attitudes.

John Hancock has made its recently renamed "Retirement Choices At" series of target date funds available to retirement plan sponsors.

The Social Security Administration announced a 1.7% cost-of-living adjustment for 2013. That adjustment will also cause an increase in the maximum amount of earnings subject to Social Security tax.

MFS Investment Management has expanded its Defined Contribution Investments Only specialist sales team from seven to nine, with the addition of new positions in the Mid-West and Southeast.

Planners concerned with the health of their clients’ pensions should take note that U.S. corporate pension plans managed a modest funding recovery in September, despite remaining in overall deficit status.

As 75 million Baby Boomers stand at the edge of retirement, most will have to look beyond government programs to sustain their standard of living. Here are six things advisors and their clients should be aware of when setting aside income-generating retirement plans.

Northern Trust has promoted Darius Gill to managing director of the Foundation & Institutional Advisors group in the Central Region, which includes Illinois, Michigan, Minnesota, Ohio, Missouri and Wisconsin.

The Investment Company Institute’s Board of Governors has elected ICI Chairman Greg Johnson, president and chief executive officer, Franklin Resources, to serve an additional one-year term.

Most households with between $100,000 and $500,000 in investable assets do not have a retirement income plan and have not worked with a financial advisor, presenting a “sweet spot” for asset managers, according to findings from a Cerulli Associates retirement report released on Wednesday.

Although most of your clients are focusing more on retirement planning and taking the necessary steps to prepare, there are some danger signs advisors and clients must be ready for.

Although most of your clients are focusing more on retirement planning and taking the necessary steps to prepare, there are some danger signs advisors and clients must be ready for.

Advisors report that annuities are requested by clients more than any other unsolicited product, according to a new study from Cerulli Associates.

Some 25 million people a year are thinking about social security, opening a door to a massive market for advisors, Bill Meyer, founder and CEO of Social Security Solutions, said at the Retirement Income Industry Association conference.

Mercer Hammond has added a trio of national segment leaders to service three major components of the US investments market.

The Retirement Income Industry Association recognized the best marketing and thought-leadership in the industry during its annual conference

Fewer people are making a clear transition into retirement and the trend is creating unique challenges for advisors.

Commonwealth Financial Network launched "RetireReady," a customizable participant education program for independent advisors. The program will help advisors add value to retirement planning advising for sponsor clients.

Healthcare is often a big retirement concern for seniors, yet less than a third that have financial planners discuss Medicare plans with their advisors, according to a recent survey commissioned by Allsup.

For large U.S. companies and their employees, health care premiums continue to rise, albeit slowly. Meanwhile, most employers are reevaluating their retiree health insurance strategies, planning more emphasis on the individual rather than the group market.