Retirement planning

The offering gives 401(k) plan participants access to index mutual funds with low operating expenses as an alternative to more expensive actively managed funds typically found in most 401(k) plans.

Raymond James has named a former Goldman Sachs Investment Management vice president to the new position of director of retirement solutions.

While all eyes were on Bank of America’s stock price last year, the Bank of America Merrill Lynch retirement and employee financial benefit plan businesses quietly thrived by pulling in $19 billion in new financial benefit plan assets.

Americans of all political leanings are showing signs of increased anxiety about having enough money to make ends meet during retirement, a recent survey commissioned by the Americans for Secure Retirement found.

A new Wells Fargo retirement study focusing on affluent Americans reveals that women are much less confident than men when it comes to their retirement savings.

Planners need to ensure that clients with self-directed IRAs are protected against a variety of scams.

This week, IRA expert Ed Slott fields some questions from investors about non-deductible IRAs and RMDs on inherited IRAs.

The reduction in pension and health care benefits for public sector employees in Florida has led to a rush by people nearing retirement age to opt out early.

With rising life expectancies and reports of lackluster retirement savings, the risk is a growing concern for many Americans.

New York Life Retirement Plan Services, a division of New York Life Investments, has launched a new client-satisfaction benchmarking tool for retirement plan advisors.

U.S. Pensions’ funded status dropped 12.7 percentage points over the full year 2011 to 72.4%, thanks to a sharp increase in liabilities that outpaced any rise in plan assets, according to BNY Mellon.

U.S. Pensions’ funded status dropped 12.7 percentage points over the full year 2011 to 72.4%, thanks to a sharp increase in liabilities that outpaced any rise in plan assets, according to BNY Mellon.

As one advisor found, planners need to know how to do much more than build wealth for their clients.

The reduction in pension and health care benefits for public sector employees in Florida has led to a rush by people nearing retirement age to opt out early.

With rising life expectancies and reports of lackluster retirement savings, the risk is a growing concern for many Americans.

There are fresh messages about the value of annuities—but don't assume your clients are aware of them yet.

Here's an interactive slideshow detailing 12 frightening facts that Baby Boomers and their financial advisors need to appreciate and address in the coming year to ensure they're properly prepared for the retirement they've always envisioned.

Federated Investors has reached an agreement to acquire Prime Rate Capital Management of London, a specialist in cash management and fixed income products.

The population may be aging, but that hasn’t gotten a lot of Americans to plan for retirement. About 71% of Americans lack a formal investment plan to help them reach their retirement goals, according to one study.

This week, IRA expert Ed Slott fields questions from investors about transferring IRAs to beneficiaries, converting traditional IRAs to Roth IRAs and required minimum distributions from inherited accounts.