Retirement planning

Liana Magner has been appointed US Delegated DC Leader for Mercer’s Investments business.

T. Rowe Price is expanding its lineup of target-date funds.

A generation of millennials faces a slew of challenges in trying to save for retirement.

A great wealth transfer may indeed be looming, but advisory firm executives are still focusing their creative energy on their boomer (and older) clients.

BMO Global Asset Management continues to expand its Retirement Services teams while keeping an eye out for more potential hires.

“The face of the advisor will change. There’s going to be a large cohort of retiring advisors and young advisors. They are going to be more diverse, and more will be working part-time. We have to adapt services to the new demand, and develop tools to communicate and interact with advisors.”

Fidelity Investments has rolled out a smartphone application for NetBenefits 401(k) plan participants.

Mass affluent investors are beginning to regain confidence following the economic downturn, according to the Spring 2013 Merrill Edge Report.

Most IRA owners limit withdrawals to required minimum distributions, according to a new report from the Employee Research Benefit Institute. Nevertheless, a substantial number of higher-income retirees take withdrawals before age 70-1/2 and those non-required distributions may be relatively large, in relation to their IRA balances.

The economic recession may have sparked a retirement crisis in America, but other significant derailers have also played a role.

How will you scale your practice? What's the secret to retaining Gen Y employees? What's the best way to network? For three days, advisors and industry experts descended on Las Vegas for the semi-annual National Association of Personal Financial Advisors conference to discuss these topics and many others. Check out some of the best things we heard.

Reports that aging clients may not be able to make sound financial decisions because of declining cognitive skills may be overstated, said Laura Carstensen, professor of psychology and head of Stanford University’s Center on Longevity.

A new study attempts to quantify the very real effect that low interest rates and muted yields in certain asset classes could have on investors' retirement planning.

Your IRA Expert answers questions about a potential new cap on IRAs and how to reduce the tax bill of a self-employed person taking distributions from a 401(K).

Advisors are not doing a good enough job planning for health care costs. To better serve clients, advisors must understand the realities of health care, despite many unknowns.

Among pre-retirees who worked with advisors, 73% said that did not expect to carry debt into retirement.

Fidelity reported a 53% increase in health savings accounts opened in 2012, raising the number of individual accounts administered by the company to 182,000.

MidAtlantic Trust Company said it had resolved record-keeping problems that have kept exchange-traded funds from being part of holdings in 401(k) and other retirement plans.

Only 12% of employers sponsoring 401(k) plans feel that their employees will be financially prepared for retirement, down from 15% a year ago.

A difference of 1% in fees could reduce an investor’s balance at retirement by as much as 28%, according to the Department of Labor.