Retirement planning

Norwood, Mass.-based W.E.Donoghue & Co., Inc. has struck up a distribution deal with Mutual of Omaha’s Retirement Plans Division to distribute its Power Income Fund to retirement plan participants.

MassMutual's Retirement Services Division has added a new senior relationship manager and a managing director to its sales and client management organization increasing the company's support for retirement plan customers in the South/Central region.

MassMutual's Retirement Services Division has added a new senior relationship manager and a managing director to its sales and client management organization increasing the company's support for retirement plan customers in the South/Central region.

Only 30% of investors surveyed knew that target-date funds do not provide guaranteed income in retirement.

Investors are interested in adding alternative assets to their IRAs, but lack the expertise — and often the advisors — to go about it.

A lack of information on IRAs means that many Americans are not making the most of their retirement savings accounts, according to TIAA-CREF.

J.P. Morgan Retirement Plan Services, the retirement plan record keeping business of J.P. Morgan Asset Management, hired Carol Waddell as managing director and head of product and marketing.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

J.P. Morgan Retirement Plan Services (RPS), the retirement plan record keeping business of J.P. Morgan Asset Management, hired Carol Waddell as managing director and head of product and marketing.

Financial advisors can help their clients determine their retirement readiness.

A three-part plan that enables advisors to go beyond basic financial planning.

How do you reach out to gun-shy investors and get them talking to their advisors, and vice versa?

Investors under 50 have a general understanding of the tax advantages of IRAs but appear to confuse the specific benefits of traditional and Roth IRAs.

It's that time of year. This week, IRA expert Ed Slott fields a handful of tax questions about investors’ IRA accounts.

“Women look at their money and ask, ‘How much money do I have and what do I need to survive on?’” says BMO Retirement Institute head Tina Di Vito, “whereas men look at market volatility and ask, ‘What will my portfolio produce?’”

Bank of America has introduced a 401(k) retirement plan for small businesses through its Merrill Edge unit.

Standard Retirement Services is launching two enhanced retirement plan websites to provide advisors, plan sponsors and participants with a "more informative and intuitive online experience."

Here’s an interactive slide show that delves into five of the most common problems – and some solutions – facing clients who are already retired.