Retirement planning

Here’s an interactive slide show counting down five things 20-somethings can do today to ensure they have the means to retire in the style when the time comes.

Although the initial outlook is shaky, the reality is actually less dire, especially for Social Security, according to advocates of the retirement insurance program.

The government's retirement benefits programs will run out of money three years earlier than previously thought, its trustees said on Monday, increasing the pressure on lawmakers to reform the federal safety net for millions of Americans.

This week, IRA expert Ed Slott answers questions about IRA rollover rules and trustee-to-trustee transfers.

On April 20, MME learned that Oculus is planning to launch a new unit within the firm.

On April 20, CPI added a new retirement consultant.

On April 18, Transamerica Retirement Services appointed Darren Zino as division vice president of the company’s mid-Atlantic region, overseeing all sales activities for the region and will be based in North Carolina.

Nearly four-in-10 (38%) retiree households say they don’t have enough income to cover their monthly expenses. What can retirees and pre-retirees do to improve their monthly retirement income?

Nearly four-in-10 (38%) retiree households say they don’t have enough income to cover their monthly expenses. Here’s an interactive slide show highlighting five things retirees and pre-retirees can do now to improve their monthly retirement income.

Mutual fund assets within Defined Contribution Investment Only programs, which are used to support 401(k) retirement plans, have been growing in size and disparity in recent years.

Genworth Financial this week debuted a free, web-based mobile app that lets investors and advisors calculate their expected long-term care expenses from their iPhones or iPads and, simultaneously, get down to the business of adjusting their long-term financial planning goals to meet these rising costs as they age.

This week, IRA expert Ed Slott answers questions about segregating required minimum distributions and combining Roth IRAs.

Many Baby Boomers fear outliving their savings even more than death. Here’s a 10-point checklist to help Boomers save themselves from retirement shortfalls.

A recovering economy has done little to change the bleak retirement that Baby Boomers see in their future.

Mutual funds managed $2.5 trillion of the assets held in 401(k), 403(b), and other defined contribution plans at the end of December, up from $2.3 trillion at the end of September. Mutual funds managed 55% of DC plan assets at the end of the fourth quarter.

The usage of defined contribution plans and collective investment trusts is growing quickly, resulting in a big impact on the ways that pension holders invest for the future, according to research released by SEI.

Americans held $4.5 trillion in all employer-based DC retirement plans on December 31, 2011, of which $3.1 trillion was held in 401(k) plans, according to data from the Investment Company Institute.

This week, IRA expert Ed Slott answers questions about Roth IRA conversions and early distribution penalties.

Even though retirement portfolios have nearly recovered from the financial crisis, investors have not, say financial advisors in a recent survey.

Transamerica Retirement Services has promoted Chad Brown to division vice president for the company’s southern region.