Watch breaking news videos and read news updates about Retirement on investmentnews.com
As robo-advice spreads, so should the caution warnings
Breakfast with Benjamin: As robo-advisers flood the zone, investors (and human financial advisers) should continue to proceed with caution.
Department of Labor's Borzi: Women have a powerful role in changing employee benefits law
The assistant labor secretary recounts her serendipitous career and what motivates her to help women facing financial crises in retirement.
Graying advisers perform juggling act with baby-boomer, millennial clients
Working with retirement clients presents great challenges and opportunities. No two clients are alike and they need personalized solutions.
Attorney learns the wrong way to deduct IRA losses
Given the recent market volatility, advisers have questioned whether you can deduct losses incurred within an IRA. The answer is no. Losses as well as gains are never recognized within an IRA.That was always the case, but that didn't stop an attorney from testing this in a recent tax court case. He
Republicans want to see cost-benefit analysis before SEC proceeds on fiduciary
Today's hearing on 2016 budget discussed the DOL rule as well, with a lawmaker asking Chairwoman Mary Jo White, 'Why are you allowing the Labor Department to take over your territory?'
Adviser coalition calls on Congress to reject attempts to stop DOL fiduciary rule
Rep. Peter Roskam and colleagues' 'legislative principles' for retirement advisers refer only to disclosing conflicts, not mitigating them, FPC says.
DOL proposes rule to grease wheels for states to set up private-sector retirement programs
Labor Secretary Perez says proposal would validate approach that states like Illinois, California and Oregon are taking.
Baby boomers, shift to 401(k)s will send megabucks to advisers by 2020
New report forecasts $1.5T will flow to defined contribution and retail investment markets.
Health costs derail common retirement savings benchmark
Steeply rising health costs call for a more dynamic retirement planning approach than traditional income replacement ratios.
Fiduciary liability unclear when selecting and monitoring default retirement investments
Plan sponsors appreciate auto enrollment and qualified default investments, but there are imperfect fits at the individual participant level.
Working longer for more savings? Don't count on it
Although delaying retirement helps financial readiness, it can't be a safety net for everyone.
Jobs report has the bond market on edge
Breakfast with Benjamin: The specific things to watch for in today's jobs report that could influence the Fed's decision on interest rates.
Time to expand the tool kit for delivering retirement income
Current retirement income products miss the mark in striking an optimal balance between investment opportunity and income protection.
12 predictions about what the Labor Department's fiduciary rule will look like when implemented
Predictions on what the Labor Department's fiduciary rule will look like when implemented, and when that implementation might occur.
Government officially launches 'myRA' program for retirement savings
Plan will be available for those earning a single income below $131,000 a year or $193,000 for married couples.