Retirement planning

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.

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.