The ERISA Mystery Part II: Model Portfolios in Participant-Directed Plans
The Department of Labor is charged with enforcing retirement plan participant disclosure rules, commonly known as the 404(a)(5) rules.
The Trouble With Investor Optimism
Retirees’ growing confidence has downsides.
Well-Off Women Gain Investing Prowess, Relish Making Money
The vast majority of affluent American women in a new Wells Fargo survey said they “enjoy making and accumulating money.”
Just 35% of Pre-Retirees Turn to Advisors: TIAA-CREF Survey
Even fewer of those polled say they have calculated their retirement income needs.
12 Best Cities for Successful Aging: 2014
There's more to a good place to retire than a sunny climate. The Milken Institute's 84-factor ranking yields some surprising findings.
How Behavioral Biases Affect Social Security Claiming Strategies
With Social Security planning, perception is not reality, and the wrong strategy based on incorrect beliefs will severely impact the retirement portfolio.
10 Scariest States Ranked by Pension Promises
If the nation had an actuary-in-chief examining state pension systems, he'd have to declare the state of the states “bleak.”
Losing a Spouse Hits Women Harder Than Men
Women were more likely to report significant life changes following the death of a spouse, a New York Life survey found.
Target-Date Funds’ Distorted Investing Strategy: Research Affiliates
Researcher Noah Beck says there’s a much better portfolio strategy to use than target-date funds’.
Top 9 Investor Threats for 2015: NASAA
State regulators are seeing classic threats to investors “morph into new or altered dangers, many fueled by the Internet,” says NASAA’s president.