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Spousal and survivor benefits have become outdated and no longer address the needs of today's families given divorce rates and the number of single households.
July 21 -
Fees in 401(k) plan slammed as grossly excessive; investment options as imprudent.
July 20 -
The San Francisco-based venture fund was joined by existing Guideline backers NEA and Lerer Hippeau Ventures in the round.
July 20 -
A class action suit against Fujitsu Technology and Business of America and similar cases alleging fiduciary breaches may signal an oncoming wave of litigation targeting small retirement plans.
July 19 -
Congress can help by creating a law that will enable states and local governments to lower the benefits they promise their employees.
July 18 -
When it comes to offering 401(k) plans to their workforce, companies with less than 100 employees are far behind their larger counterparts.
July 13 -
Small business owners can win when planners use a stacked-pension approach for 401(k) retirement planning, says Joe Gordon of Gordon Asset Management.
July 11 -
The top cities for elders who plan to work past their retirement age are ranked according to factors such as average effective tax rate and senior unemployment rate.
July 8 -
Although market volatility makes stocks a risky investment option, retirement investors should continue to hold stocks in their portfolio.
July 7 -
The goal is to help some 55 million employees with no access to workplace retirement plans.
July 6 -
Women should boost their savings rate and invest their windfall to increase their odds of securing their financial well-being.
July 5 -
Why advisers say they have not been discussing Social Security rules and regulations with their clients.
June 29 -
A generation crosses a finish line and finds the IRS waiting. Here are some tips to help them minimize the bite.
June 28 -
Why your clients should remain calm following the United Kingdom's recent vote to leave the European Union.
June 27 -
Under the current estimate, 2034 is the year when the administration can no longer pay full benefits. But the program should still be able to pay three-quarters of benefits at that time and for decades afterward.
June 24 -
As the U.K.s historic vote to leave the European Union jolted markets around the world, investors responded with a mix of shock, fear and excitement.
June 24 -
The senator has introduced legislation that calls for a database of all retirement accounts, and for investing abandoned accounts in target-date funds.
June 22 -
The SEC found that auditing or testing would likely have revealed deficiencies in controls that allowed an employee access to client information at the wirehouse, says leading compliance expert Alan Foxman.
June 22 -
Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.
June 22 -
Clients who are currently investing for retirement should anticipate a paltry long-term return given today's market conditions, says BlackRock Chairman and CEO Larry Fink.
June 21


















