Retirement planning

According to a survey, nearly half restored matches, increased participation.

Baby Boomers are set to inherit $8.4 trillion, and have already inherited $2.4 trillion, according to The MetLife Study of Inheritance and Wealth Transfer to Baby Boomers. Overall, two-thirds of Baby Boomers stand to receive some inheritance in their lifetime.

According to a study by ING Retirement Research, investors who work with a a financial professional report saving significantly more for retirement.

According to a study by ING Retirement Research, investors who work with a a financial professional report saving significantly more for retirement.

Individuals aren't as interested in Roth conversions as many advisers expected.

For younger employees the possibility of an enjoyable retirement is dwindling.

A paradigm shift is occurring in how bank investment program executives see retirement planning, according to Scott Stathis, managing director of Kehrer LIMRA. Stathis discussed with me some of the key findings of his retirement roundtable back in October.

For younger employees the possibility of an enjoyable retirement is dwindling.

Thirty-one percent of employers say they will offer a Roth conversion option within their 401(k) by the end of next year, but few employees seem interested.

Retirement benefits, specifically defined benefit programs, are critical when it comes to attracting and retaining employees.

Where you live may have a big impact on both your emotional and financial preparation for retirement, according to survey released Tuesday by Ameriprise Financial.

Twenty-three percent of middle-class IRA remained undecided in October about converting to an IRA, according to a study by First Command.

Baby boomers have seen first-hand the value of long term care insurance: Among those whose parents collected on a policy, 72% said it was a good value in a Mathew Greenwald survey.

The average 401(k) participant needs to work until age 73 to be able to afford retirement, according to an analysis of 10,000 accounts by employee benefits consulting firm Nyhart.

AllianceBernstein has partnered with three leading insurers—AXA Equitable, Lincoln Financial Group and Nationwide Financial—to provide guaranteed income for target-date funds in large 401(k) plans.

Retirees will be rolling over $303 billion a year over the next few years, according to Pershing, and with this tremendous opportunity at hand, the company has issued a report for financial advisers called, “The Secret Knock: Unlocking the Retirement Opportunity.”

With the U.S. Department of Labor poised to toughen rules for consultants and advisers to retirement plans, industry practices are under a new spotlight. Some like SEI may exit the business all together.

Think tank comprised of 14 executives will meet quarterly to discuss challenges and best practices.

The stable value account guarantees principal and accrued interest.

Some 51% of respondents have failed to make a rent, mortgage, credit card, auto loan or college loan payment over the last year because they were short of funds.