Retirement planning

This week, IRA expert Ed Slott answers questions about segregating required minimum distributions and combining Roth IRAs.

Many Baby Boomers fear outliving their savings even more than death. Here’s a 10-point checklist to help Boomers save themselves from retirement shortfalls.

A recovering economy has done little to change the bleak retirement that Baby Boomers see in their future.

Mutual funds managed $2.5 trillion of the assets held in 401(k), 403(b), and other defined contribution plans at the end of December, up from $2.3 trillion at the end of September. Mutual funds managed 55% of DC plan assets at the end of the fourth quarter.

The usage of defined contribution plans and collective investment trusts is growing quickly, resulting in a big impact on the ways that pension holders invest for the future, according to research released by SEI.

Americans held $4.5 trillion in all employer-based DC retirement plans on December 31, 2011, of which $3.1 trillion was held in 401(k) plans, according to data from the Investment Company Institute.

This week, IRA expert Ed Slott answers questions about Roth IRA conversions and early distribution penalties.

Even though retirement portfolios have nearly recovered from the financial crisis, investors have not, say financial advisors in a recent survey.

Transamerica Retirement Services has promoted Chad Brown to division vice president for the company’s southern region.

Norwood, Mass.-based W.E.Donoghue & Co., Inc. has struck up a distribution deal with Mutual of Omaha’s Retirement Plans Division to distribute its Power Income Fund to retirement plan participants.

MassMutual's Retirement Services Division has added a new senior relationship manager and a managing director to its sales and client management organization increasing the company's support for retirement plan customers in the South/Central region.

MassMutual's Retirement Services Division has added a new senior relationship manager and a managing director to its sales and client management organization increasing the company's support for retirement plan customers in the South/Central region.

Only 30% of investors surveyed knew that target-date funds do not provide guaranteed income in retirement.

Investors are interested in adding alternative assets to their IRAs, but lack the expertise — and often the advisors — to go about it.

A lack of information on IRAs means that many Americans are not making the most of their retirement savings accounts, according to TIAA-CREF.

J.P. Morgan Retirement Plan Services, the retirement plan record keeping business of J.P. Morgan Asset Management, hired Carol Waddell as managing director and head of product and marketing.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

Advisors have increased their recommendations of variable annuities since 2008, regardless of whether they were annuity supporters or skeptics.

J.P. Morgan Retirement Plan Services (RPS), the retirement plan record keeping business of J.P. Morgan Asset Management, hired Carol Waddell as managing director and head of product and marketing.