Retirement planning

Financial advisors can help their clients determine their retirement readiness.

A three-part plan that enables advisors to go beyond basic financial planning.

How do you reach out to gun-shy investors and get them talking to their advisors, and vice versa?

Investors under 50 have a general understanding of the tax advantages of IRAs but appear to confuse the specific benefits of traditional and Roth IRAs.

It's that time of year. This week, IRA expert Ed Slott fields a handful of tax questions about investors’ IRA accounts.

“Women look at their money and ask, ‘How much money do I have and what do I need to survive on?’” says BMO Retirement Institute head Tina Di Vito, “whereas men look at market volatility and ask, ‘What will my portfolio produce?’”

Bank of America has introduced a 401(k) retirement plan for small businesses through its Merrill Edge unit.

Standard Retirement Services is launching two enhanced retirement plan websites to provide advisors, plan sponsors and participants with a "more informative and intuitive online experience."

Here’s an interactive slide show that delves into five of the most common problems – and some solutions – facing clients who are already retired.

Pentegra Retirement Services has hired Pete Swisher to serve as senior vice president for national sales.

Here’s an interactive slide show that delves into five of the most common problems – and some solutions – facing clients who are already retired.

Former SunAmerica executive Frank Hayn will support existing retirement plan business and will help NPH representatives grow their practices in the retirement plan and 401(k) space.

Bank of America today released a its own version of a multiple employer plan for small businesses, dubbed Merrill Edge Small Business 401(k), targeting plan sponsors with 401(k) plan assets under $250,000.

Standard Retirement Services, Inc. is launching two enhanced retirement plan websites to provide advisors, plan sponsors and participants with a “more informative and intuitive online experience”.

This week, IRA expert Ed Slott fields questions about withdrawal limits for non-designated beneficiaries and required distributions.

Great-West Retirement Services has appointed Harriet Jacobs regional sales director for its Government Markets business. Jacobs is based in Los Angeles and reports to Brent Neese, vice president of Government Markets.

Caribou Coffee Company, Inc. has selected Indianapolis-based McCready and Keene, an actuarial and retirement benefits consulting firm, as the exclusive service provider for its 401(k) plan, which currently has 6,000 employees and more than $7.5 million in assets, which transferred on March 1.

Not knowing how to save for retirement is a problem that affects Americans at all income levels, including the highest, according to a new study.

Caribou Coffee Company, Inc. has selected Indianapolis, IN-based McCready and Keene, an actuarial and retirement benefits consulting firm, as the exclusive service provider for its 401(k) plan, which currently has 6,000 employees and more than $7.5 million in assets, which transferred on March 1.

Third-party administrator CPI Qualified Plan Consultants, Inc. has added the Alta Trust Tactical Advantage collective investment trust funds to its retirement plan platform.