Retirement

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  1. Articles

    Why advisers need to stop scaring pre-retirees

    When clients start a financial conversation with decreased confidence and a perceived loss of control, they often resist taking action.

  2. Articles

    Best practices for retirement plan rollovers

    Advisers can provide basic education on distribution options, even if the Labor Department's proposed fiduciary rules are still murky.

  1. Articles

    Financial markets can smell a rate hike coming

    Breakfast with Benjamin: Equity markets are abruptly adjusting to the notion that the Fed might finally get off the sidelines.

  2. Articles

    Tick, tick, tick: Fannie Mae employees must decide by June 4 on retirement assets

    With pension closed, options include lump-sum distribution, annuity, 401(k) or IRA.

  3. Articles

    Duty to retirement plans expanded

    Advisers need to be aware of a Supreme Court decision in a major 401(k) fee case's implications for their plan advisory work

  4. Articles

    George Soros pitches a currency move to prevent a third world war

    Breakfast with Benjamin: The billionaire investor is calling on the United States to allow China's currency to join the International Monetary Fund's basket of currencies.

  5. Articles

    Saving for retirement should be advisers' top priority: Wharton's Marston

    Finance prof says advisers not getting message of the value of delaying Social Security until 66 across to clients.

  6. Articles

    Washington latest state to encourage workplace retirement plans

    Creates website to match small employers with private-sector retirement plans

  7. Articles

    Advisers blanch at Rubio cashing out 401(K)

    Though most say it is never a good idea to take early distributions, the presidential hopeful should be in a better position than most to recover.

  8. Articles

    Companies go long by investing in longevity

    Investments in research and treatments aimed at creating an ostensible fountain of youth are booming

  9. Articles

    How gamification can help get clients to plan for retirement

    People are more apt to change their behaviors when they are engaged in fun, achievement-oriented tasks with established rewards.

  10. Articles

    Clearing up adviser confusion on the new once-per-year IRA rollover rule

    Advisers are still not up to speed on the new, more strict interpretation of the once-per-year IRA rollover rule. It's been in effect since Jan. 1, yet advisers are still asking questions about it. Even worse, about 30% of advisers we have polled at adviser programs are unware of the new rule.

  11. Articles

    Broker-dealers face administrative hurdles in rollout of QLAC annuity

    Confusion remains over who ensures the contract purchase meets Treasury's guidelines.

  12. Articles

    Surviving a rising rate environment

    Adding a mix of nontraditional investments to clients' fixed-income holdings can help

  13. Articles

    Split with White House widens as Democratic lawmakers ask DOL to extend comment deadline on fiduciary rule

    House and Senate Dems sent separate letters this week to Labor Secretary Thomas Perez asking him to add 45 days to the 75-day comment period.