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When President Barack Obama unveiled his budget for the upcoming fiscal year, which begins on Oct. 1, it represented a wish list. But advisers should pay close attention to the eventual compromise because there were numerous proposals about retirement savings.
Here is an overview of six noteworthy proposals and guidance on whether your clients would be winners or losers.
Ed Slott, a CPA in Rockville Centre, New York, is an IRA distribution expert, professional speaker and author of several books on IRAs. He is also the founder of Ed Slott & Co. Follow him on … Read full bio
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Transamerica Institute finds more middle-class workers expect to fund retirement through 401(k)s and other savings, but financial pressures could derail those plans.
Women take on the majority of caregiving responsibilities for aging parents, often putting their financial futures at risk.
Engaging communication strategies will be key to getting employees interested in evaluating benefit options and making more informed decisions.
Aritificial intelligence is opening new possibilities for retirement plans, but employers remain cautious about risk while working to improve participant outcomes and readiness.
A wide range of employers are expressing a greater desire to measure risk, achieve more predictable retirement benefit costs, and retain top talent.
