12 Weakest States for Retirement Security: NIRS
There’s “room for improvement” in all states to build better retirement support systems, Diane Oakley said.
Minimizing Excess Roth IRA Contribution Penalties
Clients have options when they mistakenly contribute to a Roth IRA, but timing matters.
Fidelity Adds $56B in DC Plan Sales, Commitments
Fidelity touts its growth both in the smaller end of the market and with mega-clients like Delta Airlines and GM.
9 Best States for Retirement Security: NIRS
States were scored based on retirement savings, costs for retirees and labor market conditions for older workers.
Funding a Cure for Childhood Diseases
In June, Children's National Health System and Benefunder, a hosted donor-advised fund, announced a partnership to increase funding for pediatric research.
The End of the 401(k)?
"Let's declare 2015 the year we officially recognize 401(k) plans as a failed experiment in retirement planning," Simply Money CEO Bachrach writes.
How Much Income Do Retirees Really Need?
Do percentage-based rules of thumb for replacing pre-retirement income — say, 80% — make sense? Michael Finke weighs in.
Analysts Are Victims of Behavioral Biases, Too
Like anyone else, analysts behave in a manner inconsistent with the workings of a completely efficient market, says John Riddle of BRC Investment Management.
Financial Anxiety Hurting Servicemembers’ Health
First Command Financial Services finds 71% of middle-class military families have suffered a health issue in the last year commonly related to financial anxiety.
Top 10 Worst-Funded State Pensions: 2015
Pew data shows which states’ public workers are in the worst shape for retirement.