Retirement & Insurance
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Why clients are their own most valuable asset
A new risk factor has been identified for financial advisers who are helping clients save for retirement: the person's earnings potential and career path. On Monday, Morningstar Inc. unveiled a research paper entitled “No Portfolio is an Island,” authored by David Blanchett, head of retirement
The best- and worst-performing target date funds
Target date 2016-203-month return1-year return3-year return5-year returnNet assets ($M)Expense ratio*Top 10Manning & Napier Target 2020 I (MTNIX)2.60%11.40%8.31%14.36%$177.80.86%Legg Mason Target Retirement 2020 A (LMWAX)2.34%10.65%7.51%15.79%$6.11.15%American Century One Choice 2020 R6 ...
Social Security to resume mailing paper statements to some workers
Paper Social Security benefit statements are making a comeback — sort of. In response to my query last week, Social Security Administration spokesman William Jarrett confirmed that the agency will resume mailing personalized estimated benefit statements to some American workers in September. But
Mountains of paperwork make 401(k) transfers a tough hill to climb
Moving money from one record keeper to another so hard that some clients give up and stay put.
Adapt investment strategies to pay for long-term care
Retirement expert Mary Beth Franklin details the importance of adjusting client investment portfolios to cover the costs of long-term care.
IRS chief pushes for comprehensive reform, not piecemeal approach to tax reform
Meanwhile, Ways and Means to send tax extensions bill to full Senate on Thursday.
Account opening is No. 1 tech concern: Survey
Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.
When women-run retirement funds beat the boys
Breakfast with Benjamin: Women-run retirement funds have consistently higher returns than those run by men. Here's why. Plus: Four data points to watch this morning, dealing with a bankrupt hedge fund, how the FBI is watching high-frequency trading, and April Fool's Day around the web.
File and suspend won't be suspended … just yet
Obama budget proposal seems to target some Social Securities claiming strategies but this popular one is safe – for now.
Is retirement dead?
Enlightened thinkers about retirement seem to share two assumptions: *Retirement is an invention with a limited history; *The future of retirement is by no means sure, if it's not already dead. As someone that works in the mutual fund industry, I confess a vested interest in the survival of the
Even the affluent are delaying retirement
As baby boomers continue to reel from the recession, even the affluent admit that saving for retirement is a struggle.
Regulators compete for slice of IRA rollover pie
Rollovers used to be the 'Wild West' of regulation; now advisers need to watch out for new rules
How to build a better nest egg
It's not novel or innovative. It's what our parents' advisers told them they should be doing – socking money away in a defined contribution plan so that when their Golden Years arrived, the era's shine would not be dimmed by financial concerns.
Putnam, Great-West Financial to combine retirement businesses
Combined companies will have $220B in assets; Putnam chief Robert Reynolds named CEO of Great-West Lifeco U.S.
Brain drain at Social Security Administration
When it comes to deciding when to collect Social Security benefits, one of the biggest mistakes a client or financial adviser can make is assuming that the Social Security Administration representatives will help them sort through their claiming options. “The agency is having some real issues about
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February 27, 2014