Retirement

Regulators should require financial advisers to give clients information to verify their credentials for advising senior citizens, the U.S. Consumer Financial Protection Bureau said.

An investment adviser will pay more than $120,000 to resolve U.S. regulatory claims that he lied to the California Public Employees’ Retirement System and other clients.

Left unchecked, Republicans say, Obama’s “entitlement society” will bankrupt the nation. “’Entitlement used to be a fairly positive thing,” says one historian. Until ACA, that is, and other more recent events.

The online tool, dubbed My Retirement Plan, asks people to answer questions about how much they save each month, and then projects how much income they can expect to receive at retirement.

So last week, the President’s budget was released, and in it were the expected restrictions and limitations on qualified retirement plan benefits.

Increased loan activity raises fresh concerns about preparation for employee retirement readiness.

It’s tempting to focus entirely on portfolio yield, duration, and quality when evaluating and recommending a Stable Value fund. But one feature is even more important.

The percentage of baby boomers that are confident in their financial preparations for retirement has declined over the past three years, according to the Insured Retirement Institute, and most do not expect their financial situations to improve in the next five years.

The Chamber of Commerce’s 7th annual capital markets summit in Washington, D.C., brought together leaders from the business community, the public policy sector and government to examine the state of financial regulatory reform and address challenges facing U.S. and global markets.

How to correct plan problems that surface after you get them in house.