Elijah Nicholson-Messmer

The Labor Department is siding with plan sponsors in a growing wave of ERISA lawsuits challenging how forfeited 401(k) funds are used.

Financial advisers often urge clients to delay Social Security to maximize benefits, but new research suggests early claiming may be a rational choice.

Popular retirement withdrawal strategies like the 4% rule assume a steady rate of spending for retirees. But new research from J.P. Morgan shows that premise is often disconnected from reality.

New research highlights a widening planning gap among child-free savers, with lagging estate and long-term care planning exposing unique risks.

Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found.

Researchers found that potentially traumatic childhood experiences, including physical abuse and parental separation, have lasting financial consequences, shaping workers' savings and retirement security decades later.

Rising Part B costs will absorb much of Social Security's 2026 cost-of-living adjustment — leaving less room in retirees' budgets.

Generation Z is favoring Roth accounts like no generation before, new Fidelity research shows.

Companies with 10 or more workers would have to contribute at least 50 cents per hour worked to each employee's retirement account.

The Social Security Administration announced its cost-of-living adjustment for beneficiaries — a figure advocates say fails to address the reality for most seniors.

Rising costs and competing financial priorities are making it harder for younger workers to save for retirement.

Even with the money to retire early, FIRE clients often face unexpected challenges around mindset, more than finances.

As 401(k) balances continue to grow, advisers say it's crucial that employees are educated on how to effectively manage their portfolios.

With retirement pressures mounting, Gen Xers and baby boomers are increasing IRA contributions in a bid to catch up, according to a new Fidelity study.

From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits.

Trump's One Big Beautiful Bill Act opened HSA access to millions, but big gaps remain. Here's what financial advisors need to know.

Retired women find themselves leaning on Social Security as a primary source of income at greater rates than men.

A 65-year-old retiring in 2025 can expect to spend $172,500 on health care expenses throughout retirement, according to Fidelity.

A majority of married Americans say that a divorce would derail their retirement plan, a new Allianz Life study found.

Even after accounting for income, Black Americans still trail in retirement savings, according to a recent EBRI study.