Retirement planning

Financial services firms are broadening the scope of their retirement advice tools and planning a major push to help advisors understand them, according to a survey by Hearts & Wallets.

Ask Ed Slott: Your IRA Expert answers readers’ questions about the best way to pay for taxes resulting from an IRA conversion.

Employees are willing and able to save more money for retirement through their workplace retirement plans. They just don’t know the best way to do it.

On July 18, 2012, Franklin Templeton Investments has named Andrew Ashton and Dennis Rothe to new roles overseeing consultant/gatekeeper relations and investment research for the company’s International Advisory Services and North America Advisory Services divisions, respectively.

On July 18, 2012, Dimensional Fund Advisors wants to bring its academic-based research investment management approach to the Asian markets.

Transamerica retirement survey finds that unemployed and underemployed Americans face an uphill battle to recoup the assets they’ll need for retirement.

On July 16, 2012, Philadelpia-based Lincoln Financial Distributors, the wholesale distribution subsidiary of Lincoln Financial Group, has added Chris Somers as a regional sales director for its Institutional Retirement Solutions Distribution team.

LIMRA survey finds that three in five people who work with an advisor contribute to a retirement plan while only 38% of people doing their own financial planning invest in similar long-term investment plans.

Ask Ed Slott: Your IRA Expert answers readers’ questions about possible tax implications for retirees as a result of health care reform legislation.

Women’s confidence that they can successfully retire has taken a hit in the past two years, but working with a financial advisor tends to boost female investors’ outlook on their future, according to a new Prudential Financial study.

Socially responsible investment shop Calvert Investments has named Lynne Ford to the newly created position of Head of Distribution.

Plans that dynamically adjust for changes in both market and longevity beat more traditional methods.

San Francisco, Calif.-based consulting shop Callan Associates has hired today Yosangel G. Haddad as vice president, based in Callan’s new location in Summit, New Jersey.

Austin, Texas-based Dimensional Fund Advisors has appointed Peng Chen as chief executive officer, Asia (ex-Japan). Chen joined Dimensional on July 1 from, where he served as president of its global investment management division.

Ask Ed Slott: Your IRA Expert answers readers’ questions about stretch IRAs for beneficiaries and required minimum distributions.

Advisors who provide services to defined contribution plan sponsors can boost client loyalty through greater plan support and oversight, according to a study by Cogent Research.

Education and healthcare retirement plans are using more target date funds and Roth features in their plans, according to the latest 403(b) plan sponsor survey from the Plan Sponsor Council of America.

How creative thinking can help advisors with their own retirement strategies.

Mid-octogenarians could be getting a birthday gift from the IRS

On June 29, 2012, Education and healthcare retirement plans are using more target date funds and Roth features in their plans, according to the latest 403(b) plan sponsor survey from the Plan Sponsor Council of America.