Advisers Latest

Seniors should consider getting a second opinion when developing a Social Security claiming strategy, as they might be ill-advised the first time.

The majority of respondents to a Fidelity Investments survey misidentified the greatest expense after leaving the workforce.

As federal and state leave laws and regulations evolve, executives are looking to improve their current employee programs.

An appeals court’s recent decision allows employers to legally pay women less than men for the same work based on differences in workers’ previous pay.

House Republicans took up Tuesday a bill to allow companies to offer employees compensatory time rather than time-and-a-half pay, an overhaul of New Deal-era employment law

Be cautious with these arrangements, says adviser Craig Hasday, as they can negatively influence overall cost of care and be subject to abuse.

Plan sponsors need to improve employees' well-being by actively encouraging roll-ins.

The partner who first reaches 62 should consider delaying Social Security until the age of 70, and they should continue contributing to the retired spouse’s IRA if possible.

Centennial State wellness coordinator Nate Sassano says digital personalization increases engagement and makes the program more meaningful to employees.

Wellness programs are key to helping employees change money behaviors that are negatively impacting their ability to save for retirement.