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Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.
August 20 -
Recent studies suggest that although many Americans have boosted their retirement savings, many people remain worried about their future prospects
August 17 -
The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.
August 17
Portability Services Network and Retirement Clearinghouse -
One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.
August 16 -
The Great Recession spurred many Americans to take loans from their retirement accounts. Now that unemployment is at an all-time low, the next question is how to finance their post-work years.
August 16 -
Six funds are actively managed, which may surprise plan administrators who think that index funds are the only way to invest.
August 7
Lawton Retirement Plan Consultants -
Clients will be better off using the income allocation strategy than the asset allocation approach when building a retirement portfolio, an advisor says.
August 2 -
Employers looking to beef up retirement strategies must talk with lawmakers and adopt new strategies to create innovative ways to better prepare workers for post-work years.
July 31 -
Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.
July 30 -
The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.
July 27 -
Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable their workers to build their nest eggs,
July 25 -
Closer examination of seven key segments helps predict attitudes and preferences for wellness programs.
July 23
ExperienceLab -
AT&T, Boeing, Costco, IBM and JPMorgan Chase are among the country’s leading retirement plans based on plan-year-end net assets as of April 9, according to miEdge data.
July 20 -
Employees who intend to leave a legacy to their loved ones should consider using a Roth IRA.
July 20 -
To the ire of some advisors and trade groups, states are getting in the retirement offerings space. Lawsuits are sure to follow.
July 20 -
More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.
July 19 -
Plan sponsors should inquire about their adviser’s compensation, professional credentials and educational background, says retirement expert Robert Lawton.
July 19
Lawton Retirement Plan Consultants -
The firm’s new product, Fidelity Personalized Planning & Advice, gives plan sponsors another way to help employees save more for retirement.
July 17 -
If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forego the least amount of money.
July 16 -
A cost-efficient target date series? Availability of investment advice? Employers, make sure your retirement plan possesses these key attributes.
July 16
Lawton Retirement Plan Consultants















