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Forty-four percent of parents said they had used retirement savings to fund non-emergencies in the past two years.
April 4 -
Many investment products are still designed with men's needs in mind, despite studies that show women are more active in saving for retirement.
March 28 -
Advisors who apply debt-management and cash-flow projection skills to the repayment of student loans can save clients tens of thousands of dollars (and build loyalty, too).
March 21 -
TIAA-CREF rebranded itself last month, renaming itself TIAA and launching a redesigned website, TIAA.org.
March 8 -
"In the small plan market, we try to bubble wrap the plan sponsor from fiduciary issues," says John Hancock Retirement Plan Services CEO Peter Gordon.
February 26 -
Rocketing education costs and loan debt are giving advisors a great opportunity to help clients navigate the college-planning maze.
February 25 -
More sophisticated mobile apps and better industry partnerships are being credited with easing access to 401(k) plan information and paving the way for wiser retirement planning decisions.
February 18 -
Earlier this year BlackRock, the largest asset manager in the world, announced that it would follow Fidelity and Federated in making changes to its money market fund offerings.
January 21 -
In certain circumstances, a Roth IRA conversion can incur an immediate tax liability but, fortunately, the decision to a conversion doesn't have to be all or none. A partial Roth conversion is not only permissible in practice it's often the optimal strategy.
January 19 -
In 2015, lower-paid plan participants contributed an average of 5.8% of their salary into their 401(k) plan, while higher-paid participants contributed an average of 6.9% of their salary to their workplace retirement plan.
January 19 -
The funded status of the nations largest corporate defined benefit plans ended just as it did in 2014, due in large part to a rise in interest rates that were offset by a weak global stock market.
January 5 -
Be a fly on the wall as community bank CEOs look into the future and discuss 2016.
January 3 -
With people preoccupied with planning a get-together or last-minute shopping, 401(k) communications during the busy holiday season might get lost in the shuffle.
December 22 -
Plan sponsors need to be aware of what will happen to 401(k) plan loans now that rates have gone up.
December 18 -
It bears paying attention in the coming year as to what inroads digital-first firms can make into the DC space.
December 8 -
Treasury Secretary Jacob Lew announced that the administration's "myRA" retirement plan will be available nationwide, with an expanded menu of funding options.
November 5 -
For planners looking to recruit as well as those looking for suitable programs, this comprehensive list of planning programs at five dozen colleges and universities across the country includes costs, enrollment and student-to-faculty ratios.
November 2 -
Municipal bond sales in the U.S. are set to decrease in the next month while the amount of redemptions and maturing debt rises.
October 26 -
Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.
October 25 -
Many HNW clients are using these state-run plans to shelter assets from the inheritance tax.
October 25








