Retirement (142)
Gen Xers Making Same Mistakes as Baby Boomers
- Saturday, 28 February 2015
- Retirement
- Written by PFA News
Gen Xers are making many of the same financial mistakes made by Baby Boomers, but they lack the benefits of a strong job market and receiving large inheritances from the World War II generation. So reports Daily Finance.
Read more...Social Security Cuts May Boost Gen Xers’ Retirement Savings Needs
- Friday, 20 February 2015
- Retirement
- Written by PFA News
Potential cuts to Social Security benefits could require Gen Xers to save an additional $27,000 to $79,000 to prepare for retirement, according to Employee Benefit Research Institute Research Director Jack VanDerhei. So reports Financial Advisor.
Read more...Retirement Services Help LPL & Merrill Lynch
- Sunday, 15 February 2015
- Retirement
- Written by Chris Frankie
Advisor John Carroll, who was formerly a financial advisor at Merrill Lynch, is moving his $130 million practice to an LPL affiliate in large part because of the retirement plan services offered by the firm. So reports Financial Planning. LPL affiliates Financial Partners and Pensionmark Retirement Group provide a high level of services along with technological and operational support, maintains Alexandria, La.-based Carroll.
Read the full article from Financial Planning.
Read more...Pershing Rolls Out Defined Contribution Services
- Friday, 23 January 2015
- Retirement
- Written by PFA News
Clearing and custody firm Pershing has launched the Retirement Plan Network, which seeks to help advisors pursue defined contribution plan business. So reports ThinkAdvisor.
Read more...Longevity Annuities Gaining Steam, But Are They Right for Your Clients?
- Sunday, 18 January 2015
- Retirement
- Written by PFA Staff
Qualified longevity annuities have been generating their fair share of media coverage following regulatory changes last year that allow the products to be used with qualified retirement plans. In the aftermath of the new regulations, employer sponsored retirement plans and IRA providers are expected to start promoting the annuities in the coming months.
Read more...Workers Pay Billions in Early Withdrawal Fees
- Friday, 05 December 2014
- Retirement
- Written by PFA News
American workers dished out $5.7 billion in tax penalties for making early 401(k) withdrawals in 2011 and $5.8 billion in 2010, according to IRS data. So reports The Fiscal Times.
Read more...Employees Favor DC Plans But Don’t Know How Much to Save
- Thursday, 25 September 2014
- Retirement
- Written by PFA News
In a recent study by the LIMRA Secure Retirement Institute, 80% of survey respondents say they believe 401(k) type programs are an effective tool for preparing for retirement. So reports benefitspro.
Read more...How to Avoid Confusion Over Social Security Benefits
- Sunday, 21 September 2014
- Retirement
- Written by PFA News
Improperly using retroactive instead of reinstatement is causing much confusion among Social Security representatives, advisors and individuals regarding implementing a file-and-suspend strategy for government retirement benefits. So reports Kitces.com.
Read more...Lack of Understanding Hindering Plan Enrollment
- Tuesday, 02 September 2014
- Retirement
- Written by PFA News
Deloitte’s Annual Defined Contribution Benchmarking Survey has found that the most common reason employees don’t enroll in retirement plans is a lack of understanding of the programs. So reports benefitspro.
Read more...Advisors Make a Difference with Retirement Planning
- Thursday, 28 August 2014
- Retirement
- Written by PFA News
Recent Natixis Global Asset Management research has found that individuals who work with financial advisors are more likely to take appropriate actions to save for retirement. So reports The Washington Post.
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