Retirement planning

More than half of mass affluent Americans (57%) plan to push back their retirement, up from 42% in January 2011.

On April 30, MME learned that DST is revamping its sales and marketing units.

Advisors are ramping up their retirement income planning services as waves of Baby Boomers begin to retire, according to a new survey from LIMRA.

On April 26, Pentegra launched its first 401(k) app.

On April 27, Walt Bettinger said Schwab's index offering currently has 10 buyers.

The Baby Boomer retirement flood is the gift that keeps giving and financial advisors are seeing huge growth opportunities to counsel small business clients on exit planning strategies as they close in on their golden years.

This week, IRA expert Ed Slott answers investors’ questions about selecting a beneficiary and distribution rules for inherited IRAs.

On April 24, Massachusetts Mutual Life Insurance Company promoted Sri Dronamraju and Scott Palmer to the role of senior vice president.

You’re never too young to start planning for your retirement and most financial planners bemoan the fact that clients often wait too long to start saving for their golden years. Here’s an interactive slide show counting down five things 20-somethings can do today to ensure they have the means to retire in the style when the time comes.

Here’s an interactive slide show counting down five things 20-somethings can do today to ensure they have the means to retire in the style when the time comes.

Although the initial outlook is shaky, the reality is actually less dire, especially for Social Security, according to advocates of the retirement insurance program.

The government's retirement benefits programs will run out of money three years earlier than previously thought, its trustees said on Monday, increasing the pressure on lawmakers to reform the federal safety net for millions of Americans.

This week, IRA expert Ed Slott answers questions about IRA rollover rules and trustee-to-trustee transfers.

On April 20, MME learned that Oculus is planning to launch a new unit within the firm.

On April 20, CPI added a new retirement consultant.

On April 18, Transamerica Retirement Services appointed Darren Zino as division vice president of the company’s mid-Atlantic region, overseeing all sales activities for the region and will be based in North Carolina.

Nearly four-in-10 (38%) retiree households say they don’t have enough income to cover their monthly expenses. What can retirees and pre-retirees do to improve their monthly retirement income?

Nearly four-in-10 (38%) retiree households say they don’t have enough income to cover their monthly expenses. Here’s an interactive slide show highlighting five things retirees and pre-retirees can do now to improve their monthly retirement income.

Mutual fund assets within Defined Contribution Investment Only programs, which are used to support 401(k) retirement plans, have been growing in size and disparity in recent years.

Genworth Financial this week debuted a free, web-based mobile app that lets investors and advisors calculate their expected long-term care expenses from their iPhones or iPads and, simultaneously, get down to the business of adjusting their long-term financial planning goals to meet these rising costs as they age.