Retirement planning

This year’s presidential election and COVID-19 have reminded us that many things are out of our control. But the power to help millions of Americans save more for retirement is in the hands of plan sponsors.

In unique circumstances, contribution limits to a Roth IRA do not apply. Here’s why.

Employers shifting from defined benefit plans to defined contribution plans has made putting money away more complicated.

Workplace professionals at Zynga, Meredith, the Nashville Public Schools system and the city of Azusa, California, redefine crucial benefit offerings during a national crisis.

While labor groups demanded cost of living increases amid the pandemic, HR newcomer Talika Johnson convinced them contributions toward retirement savings would be of greater benefit to employees.

No matter how bleak things may look right now, you can still help your employees plot a path back to being financially well. Here are four steps to help restore your employees’ financial confidence.

COVID-19 has forced changes in work behavior as employees adjust to a new reality. Here’s how the Advisers of the Year did it during a year of massive disruption.

State retirement plans are about reaching the underserved, not about competing with the private sector, officials say.

“I’m on track in saving for retirement because from a young age I learned these things,” says Adviser of the Year winner Julie Yusko. “I hope my experience can help others be in the best position so that we have fewer people who are approaching retirement age and wondering how they're ever going to retire.”

Older American workers are feeling more unsettled than ever as the COVID-19 pandemic marks the second major financial setback they’ve endured in little more than a decade.