Retirement

Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.

Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.

More employers are turning to the tax-advantaged account as a way to help employees pay for the rising cost of healthcare.

To make the most of their savings, workers should start funding their accounts as early as possible.

Those leaving the workforce before 65 need more cost-effective places to live.

Low engagement is becoming a growing problem for clients, and costing upward of $600 billion in lost productivity.

More employers are turning to the tax-advantaged account as a way to help employees pay for the rising cost of healthcare.

Clients can offer the financial wellness software as a voluntary benefit.

“The big issue here is being able to maintain your standard of living,” an expert says.

Those leaving the workforce before 65 need more cost-effective places to live.