Follow Us
© 2026 Arizent. All rights reserved.
Scritchfield, CFP, LUTCF is President of Montgomery Financial Group, which was established to reflect his personal philosophies about the delivery of financial services to the public. The primary … Read full bio
For reprint and licensing requests for this article, click here.
A wide range of employers are expressing a greater desire to measure risk, achieve more predictable retirement benefit costs, and retain top talent.
Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
A new Schroders survey reveals how everyday financial pressures are reshaping retirement decisions, from reduced contributions to increased plan loans.
Instead of assuming that longevity is a good-news story, acknowledge that extended longevity without a plan is a financial and emotional time bomb.
Emphasizing the importance of 401(k) savings preservation will help more employees achieve the American Dream and improve their lives before and after retirement.
