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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 ...
Practice makes perfect when it comes to retirement
Christine Fahlund, a senior financial planner and vice president at T. Rowe Price Group Inc., is an innovative thinker and researcher who has spent years trying to prepare Americans for retirement both financially and emotionally. On June 2, she'll put her theories to the test as she retires after
Regulators need to put record keepers in their cross hairs
Brokers and investment advisers aren't the only ones who should take the heat for rollover activity
DeWaay settles with Labor Department over retirement plan recommendations
Famed financial adviser Donald Gene DeWaay Jr. has reached a settlement with the Labor Department to pay $341,487 to 68 retirement plans following federal investigations into some of his firm’s sales. The DOL’s Employee Benefits Security Administration claimed Mr. DeWaay, the firms he owns and a
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.
Great-West Financial to acquire J.P. Morgan retirement unit
Robert Reynolds' Great-West Financial agreed to acquire J.P. Morgan Retirement Plan Services, boosting its profile as a retirement plan record keeper and putting it at No. 2 in the retirement services business by participants nationally.
Account opening is No. 1 tech concern: Survey
Beacon finds 'client onboarding' has replaced social-media archiving as brokers' biggest technology challenge.
Retirement plan diversification improving, women take the lead
Wells Fargo report says few men or women are contributing recommended 10% to their 401(k).
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.
Get set for 21st-century retirement
Longer lives and additional time in the labor force have shifted views on asset allocation
It doesn't always pay to delay Social Security
Normally, I recommend that most married couples consider the ultimate impact of their Social Security-claiming decision on the survivor benefit they may leave behind for their spouse. As a quick refresher, Social Security survivor benefits are worth 100% of the retirement benefit that the deceased
Keep a cool head when the DOL comes knocking
As the number of audits climbs, here's what could put plan sponsors at risk for scrutiny
How to interpret Social Security benefit statements
A financial adviser wrote to me recently asking how to interpret the Social Security estimated-benefits statement of one of his new clients, a veteran firefighter of more than 30 years. The client's public-sector job is not covered by Social Security, but over the years, he has worked some side
Until the economy springs forward, just keep blaming the weather
Breakfast with Benjamin: It's the weather. Repeat. Plus: Congress sticks with its attack on mortgage interest deductions, high-speed traders and you, investing in stock splits, and here's how much you should have saved for retirement.
Former service rep now gives advice
April Peterson is finding the business a little stressful but she's having an impact on clients' lives.
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February 27, 2014