Retirement planning

DWS Investments Tuesday unveiled DWS Rollover Central, an online resource center containing tools and education to guide investors on rolling over an IRA. It also compares traditional and Roth IRAs and simplifies the process of opening an IRA and selecting an adviser.

With so much money in motion as people change jobs, qualified-account conversions are the quick ticket for advisors looking to grow assets fast.

The service will offer actionable steps that participants can take to improve savings.

Income in retirement is becoming an issue politicians on both sides of the aisle can't afford to ignore, according to a survey by Lake Research Partners and Public Opinion Strategies.

Banks, losing fees elsewhere, are looking to investment services to make up the difference.

While most advisors selling 401(k)s did the dirty work themselves a decade ago, the majority now farms out admin to specialist firms.

According to a survey, just 25% of plan participants who performed a rollover of $200,000 or more since the middle of 2008 rolled all or some of the assets into an account held by their existing plan provider.

Almost three-quarters of voters are worried their savings won’t last retirement.

A new study by Ameriprise Financial finds anticipation has been replaced by hesitation.

A recent study indicates the housing crisis has worsened an already-precarious financial condition.

Even though 80% of Americans aged 44 to 75 said they would choose a product with a 4% return and a guarantee against losing its value, over a fund aiming for an 8% return but subject to market risk—54% said they would not select an annuity.

Thanks to record low Aa corporate discount bond rates and declines in domestic and international stocks, U.S. corporate pension plans saw their funding status dip more than 5.6% to 71.3% in August, BNY Mellon Asset Management said.

Vanguard launched an online service that allows individuals to compare income annuities from different insurance companies.

Less than a third of investors are aware of a closing loophole that could allow them to convert a Roth IRA into a traditional IRA.

Whether you were in the U.S., Canada or Europe during the financial meltdown, the economic effects were felt by every investor class, which in turn, is now forcing many to find alternative means to curb risk and diversify their investment portfolios.

A recent study indicates the housing crisis has worsened an already-precarious financial condition.

The Boston fund company said that legislation in both the Senate and the House could extend retirement savings coverage the “nearly half of all American workers who have no retirement savings plans through their jobs today.”

New report by Allianz says U.S. pension market is expected to see slower growth.

Fixed annuities, which experienced a sales boom last year in banks, stem the bleeding, while variable annuities finally start trending upward, Kehrer-Limra says.

Schwab survey finds that the majority of boomers aren’t planning to delay retirement.