Retirement planning

More than 20% of male baby boomers surveyed have postponed their retirement, 27% don’t know when they will retire, and 20% haven’t even saved for retirement at all.

On June 14, 2012, Teaneck, NJ-based Cognizant Technology Solutions Corp, a financial services shop, today issued a press release about a new partnership with ING U.S. “to offer a comprehensive array of insurance business process services.”

IRA expert Ed Slott explains the pros and cons of converting traditional IRAs to Roth IRAs for investors over 65 years of age.

The Retirement Income Industry Association has appointed industry veteran and retirement specialist Karen Wimbish to its board of directors.

401(k) auto enrollment has been all the buzz in retirement planning, and now it seems even more effective than expected.

USAA Investments is adding six target-risk mutual funds to its portfolio.

On June 11, 2012, USAA Investments added six target-risk mutual funds to its portfolio.

On June 8, 2012,East Hartford, CT-based 3D Asset Management, Inc., an investment management shop, teamed up with East Winsor, NJ-based ExpertPlan, a private label retirement plan recordkeeper, to form a new product partnership.

On June 7, 2012, Apple is creating a lot of buzz in the retirement and exchange-traded product space and not because of a new product launch.

This week, IRA expert Ed Slott answers questions about the tax implications of inherited IRAs.

Institutional investors are increasingly turning to exchange-traded funds for their investment needs, according to a Greenwich Associates study.

Advisors should be helping clients get in touch with their inner chief executive.

The new feature will allow Putnam 401(k) plan sponsors to provide their participants with a customized estimate of future health care costs.

This week, IRA expert Ed Slott clears up whether investors can deposit proceeds from dividends, interest and stock sales to pad their existing IRAs.

61% of LGBT individuals surveyed believe they will have enough saved by the time they retire to live comfortably, while only 53% of non-LGBT members surveyed believe the same, according to a Wells Fargo survey.

Hartford Financial Services Group Inc. last September put the brakes on its effort to sell its mutual-fund unit to private equity shop Clayton Dubilier & Rice LLC after banks cut back on lending for leveraged buyouts.

J.P. Morgan Asset Management has introduced a new tool for retirement plan advisors to facilitate 401(k) plan design conversations and enhance plan sponsor decisions.

A new Amerprise study finds that far too many baby boomers are sacrificing their retirement goals and plans to help ease some of the short-term economic pain facing their children and their own parents.

The new services will include organizational tools to help family members organize vital information, paper files, electronic records and digital passwords.

This week, IRA expert Ed Slott answers readers’ questions about penalties on nonqualified distributions.