All Things #Retirement - Editor, Retirement Weekly; Columnist/Contributor, MarketWatch, Wall Street Journal & USA TODAY; Adj Prof., Boston Univ.; Public speaker

How good is your 401(k) plan? — By Now's a good time to figure out whether you have an excellent 401(k) plan or if it's lacking. That's because the Supreme Court ruled last week in favor of workers who sued their plan sponsor and fiduciaries over selecting high-cost investments for their 401(k) and for not monitoring those investments - even though the six-year statute of limitations had passed.

New investments for retirement savers — By Recon Capital Partners has asked for Securities and Exchange Commission approval to offer exchange-traded funds that track indexes developed by the firm. The company wants to offer ETFs investing in U.S. and international equities, fixed-income instruments, and long/short and 130/30 strategies.

Questions and Answers: Social Security — By Question: I am 66 and I have already filed for Social Security benefits. My wife is 61 and has not yet filed for Social Security benefits. My wife and I are currently still working. My question: Can I stop and/or suspend my benefits and file a restricted claim on my wife's benefit and delay my benefits until age 70?

Retirement news: the week in review — By Challenges and opportunities created by the Affordable Care Act (ACA) are prompting 66% of companies to consider altering their pre-65 retiree health strategies over the next few years, Aon Hewitt finds. Of those companies considering a different strategy, 35% favor sourcing health coverage through the public exchanges under a defined contribution (DC) approach, according to Aon Hewitt's 2015 Retiree Health Care Survey.

Money for life: 3 secrets to financial success — By It won't take much for you to be successful with your money. But it will require learning three basic financial concepts. Yes, to improve your odds of building a large nest egg for retirement or earning as much money as possible over the course of your lifetime, you've got to get a handle on compound interest, inflation, and risk diversification.

How to start with pennies and retire a millionaire — By If you knew then - when you graduated from college - what you know now, what might you do differently with your money? What advice would you give your younger self? We posed those questions to financial advisers in hopes that newly minted college graduates might benefit from the collective wisdom of those who have gone before them.

New investments for retirement savers — By Diamond Hill Capital Management has brought to NYSE Arca an exchange-traded fund that buys stocks based on its opinion of intrinsic value, rather than market price. Investments are picked from 700 U.S. stocks with high market capitalization.

Retirement news: The week in review — By Though they may face headwinds from health and other factors, middle-income boomers want to work in retirement and report high levels of satisfaction when they do, according to "New Expectations, New Rewards: Work in Retirement for Middle-Income Boomers," a study by Bankers Life Center for a Secure Retirement (CSR).

Retirement research worth reading

What retirement savers need to know about the fiduciary rule — By The Labor Department, charged with regulating the retirement accounts of millions of Americans, has at long last re-proposed a rule that defines who is and who isn't a fiduciary when it comes to providing investment advice to retirement plans, participants in retirement plans, and owners of IRAs.
More Articles →
May 27, 2015

Deep dive on Illinois' Secure Choice Savings Program Act by Edward A. Zelinsky…

May 27, 2015

2015 AP Stylebook adds more than 300 new or revised entries…

May 27, 2015

Watch This Ex-Circus Lion Feel Grass For The First Time - #retirement - IFLScience…

May 26, 2015

Massachusetts securities regulator Wiliam Galvin sues SEC over small-company offerings… via @newsfromIN

May 26, 2015

Average account balance for individuals owning at least one IRA: $119,804 in 2013 via @EBRI…

May 26, 2015

How much will my distributions be in retirement? via @usatoday

May 26, 2015

6 ways to avoid dying broke ... or worse via @usatoday

May 26, 2015

Look Who’s Turning 80: Social Security Announces Countdown to Agency’s 80th Anniversary!/post/5…

May 26, 2015

How good is your 401(k) plan? Got good investments? Monitoring policies in place? via @marketwatch

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