Retirement planning

Experts say fiduciaries can learn lessons from recent lawsuits so they don’t find themselves on the other end of a class action lawsuit.

Couples may choose a survivorship option when collecting pension benefits, although this could result in a lower monthly payment.

Couples may choose a survivorship option when collecting pension benefits, although this could result in a lower monthly payment.

Three important things plan sponsors need to know about the DOL’s decision to push back the implementation date.

Experts say fiduciaries can learn lessons from recent litigation so they don’t find themselves on the other end of a class action lawsuit.

Young advisers can diversify their services through better knowledge of the Medicare landscape and a stronger focus on HSAs.

Professors and other faculty want more information about Medicare, post-work healthcare costs, Social Security and investment options from plan sponsors.

Too many recordkeepers, complex contract structure, and a flood of investment options impede updates to best practices, warns John Ludwig.

Workers want more diversified options for how to spend money traditionally accumulated in workplace retirement accounts, a South African study by financial services group Alexander Forbes finds.

An aging workforce, DIY healthcare and developing technologies will transform the way employers think about benefits.