Chronically Ill Clients May Have Lower Health Care Costs in Retirement
Retirees with certain health conditions may not need to save as much because their life spans are shorter, an Empower Institute study finds.
Back to the Future for 401(k) Plan Participants
A 401(k) pioneer says the retirement plan market is progressing by offering fewer options--and more human interaction--to plan participants.
Sen. Warren Accuses Annuity Providers of Double Talk on DOL Fiduciary Rule
Warren tells OMB that despite insurers' public "doomsday" predictions about the DOL fiduciary rule, investors are told that all is rosy.
Is Yellen Prepping for Rate Cut or Saying ‘Nothing Alarmist’?
Gary Shilling says Fed Chair Janet Yellen might be "preparing the markets for a rate cut," while Jefferies’ Thomas Simons called her remarks "nothing alarmist."
SaveDay to Launch Robo-401(k) for Small Businesses
A new robo-401(k) that targets small-business owners will hit the market this week.
Kotlikoff: 5 Tips to Navigate Social Security Filing
Social Security claiming rules are so complicated that even most SSA employees don't understand them, Kotlikoff warns.
Corporate Pensions’ Funded Status Fell for Third Month in January
“Plan sponsors are beginning to lose their patience with the onslaught of negative news surrounding their pension plans,” BNY Mellon's Andrew Wozniak said.
Due to LTCI's Cost and Need, Short-Term Care Insurance Takes Off
Half of all long-term care coverage is for less than one year’s worth of care. Enter short-term care insurance.
How to Protect Clients’ 401(k)s in Messy Markets
You can navigate the current stock selloff to expand your household AUM to include 401(k) plan assets within self-directed brokerage windows, Ric Lager says.
Will Student Debt Crush Recent Grads’ Retirement?
“Student loans definitely have a meaningful adverse effect on retirement security,” a Center for Retirement Research report finds.