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Advanced Search Results For "RETIREMENT planning"

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 "RETIREMENT planning"
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Using In-Service Retirement Plan Distributions with Roth Conversions to Fund Special Needs Planning.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Mar2022, Vol. 76 Issue 2, p49-58. 10p.

Abstract: Active employees participating in pretax retirement plans are eligible for in-service distributions at age 59½. For employees who support family members with special needs, in-service distributions offer some unique advantages to outright Roth conversi...

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Crises Create Retirement Planning and Retirement Plan Adjustments.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals. Jan2022, Vol. 76 Issue 1, p49-57. 9p.

Abstract: A lot can change in very little time within the retirement planning field and qualified retirement plan arena. This is particularly true when the federal government is passing laws in response to a worldwide pandemic and a potential retirement shortfal...

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Target-date funds and portfolio choice in 401(k) plans.

Publication Type: Academic Journal

Source(s): Journal of Pension Economics & Finance. Oct2022, Vol. 21 Issue 4, p519-536. 18p.

Abstract: Target-date funds in corporate retirement plans grew from $5 billion in 2000 to $734 billion in 2018, partly because federal regulation sanctioned these as default investments in automatic enrollment plans. We show that adopters delegated pension inves...

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Glide paths for a retirement plan with deferred annuities.

Publication Type: Academic Journal

Source(s): Journal of Pension Economics & Finance. Oct2022, Vol. 21 Issue 4, p565-581. 17p.

Abstract: We construct investment glide paths for a retirement plan using both traditional asset classes and deferred annuities (DAs). The glide paths are approximated by averaging the asset proportions of stochastic optimal investment solutions. The objective f...

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Workplace Wellness Programs and the LGBTQ Community.

Publication Type: Academic Journal

Source(s): EBRI Issue Brief. 11/10/2022, Issue 574, p5-28. 24p.

Authors:

Abstract: The article examines the Workplace Wellness Survey of lesbian, gay, bisexual, transgender and queer (LGBTQ) workers. Data shows the demographic characteristics of respondents including age, household income, employment and marital status, race/ethnicit...

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Gender Bias in Financial Planning for Retirement.

Publication Type: Academic Journal

Source(s): SDMIMD Journal of Management. 2022 Special Issue, Vol. 13, p73-80. 8p.

Abstract: Socio-economic factor, family structure has impact on the various facets of economy as well as individual's life, specifically after retirement. In the past, primarily India had joint family structure or a compound family structure, which was a great s...

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The Tax and Ancillary Benefits of Retirement Plans.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals; Jul2022, Vol. 76 Issue 4, p6-9, 4p

Abstract: Copyright of Journal of Financial Service Professionals is the property of Society of Financial Service Professionals and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written ...

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Which factors support trust in the recommendation process of pension products? Trust and pension products.

Publication Type: Academic Journal

Source(s): Journal of Financial Services Marketing. Dec2022, Vol. 27 Issue 4, p322-334. 13p.

Abstract: During the financial crisis of 2008/2009, financial institutions such as banks and insurance companies have lost trust of their customers. In the recommendation process of pension products, trust plays an important role since cash flows from retirement...

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The Final Department of Labor Investment Advice Exemption and Its Impact on Rollover Recommendations.

Publication Type: Academic Journal

Source(s): Journal of Financial Service Professionals; Jul2022, Vol. 76 Issue 4, p39-53, 15p

Abstract: Copyright of Journal of Financial Service Professionals is the property of Society of Financial Service Professionals and its content may not be copied or emailed to multiple sites or posted to a listserv without the copyright holder's express written ...

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Action plan for the ages.

Publication Type: Periodical

Source(s): Money (Australia Edition). Nov2022, Issue 261, p63-69. 7p. 3 Color Photographs.

Authors:
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