Retirement planning

Advisors should be helping clients get in touch with their inner chief executive.

The new feature will allow Putnam 401(k) plan sponsors to provide their participants with a customized estimate of future health care costs.

This week, IRA expert Ed Slott clears up whether investors can deposit proceeds from dividends, interest and stock sales to pad their existing IRAs.

61% of LGBT individuals surveyed believe they will have enough saved by the time they retire to live comfortably, while only 53% of non-LGBT members surveyed believe the same, according to a Wells Fargo survey.

Hartford Financial Services Group Inc. last September put the brakes on its effort to sell its mutual-fund unit to private equity shop Clayton Dubilier & Rice LLC after banks cut back on lending for leveraged buyouts.

J.P. Morgan Asset Management has introduced a new tool for retirement plan advisors to facilitate 401(k) plan design conversations and enhance plan sponsor decisions.

A new Amerprise study finds that far too many baby boomers are sacrificing their retirement goals and plans to help ease some of the short-term economic pain facing their children and their own parents.

The new services will include organizational tools to help family members organize vital information, paper files, electronic records and digital passwords.

This week, IRA expert Ed Slott answers readers’ questions about penalties on nonqualified distributions.

Majority of workers surveyed plan to put off retirement until after 65, and then find retirement work.

Advisors seeking to help older Americans prepare for retirement should remember to keep one tip in mind: avoid using the word “retirement.”

Majority of workers surveyed plan to put off retirement until after 65, and then find retirement work.

Successful advisors have more efficient practices, they keep up to speed on products and trends, are better positioned to withstand uncertain markets, and they are better prepared to handle specific economic challenges like low interest rates, according to Cara Farchione, manager of retirement solutions for Raymond James.

In the first quarter of this year, more than 297,000 employees started or increased their 401(k) savings versus 291,000 in the first quarter of 2011.

This week, IRA expert Ed Slott answers readers’ questions about consolidating IRAs and the tax implications of 401(k) withdrawals.

Charles Schwab's Retirement Plan Services unit in January made waves by going passive.

Indexed annuities were one bright spot in the market, hitting $8.1 billion in sales, up 14% from the year-ago period.

The new Retirement Income Navigator is a three-step process designed to help investors withdraw money from retirement accounts in a more tax-efficient way.

On May 17, 2012, Denver-based UAT Inc., a financial services technology firm specializing in the externally managed and sub-advised industry, has hired Ken Paieski as a partner.

On May 14, 2012, Jefferson National added a handful of alternative mutual funds to its VA lineup.