Retirement planning

A plan sponsor’s thoughtful choices about plan features may go a long way toward easing the financial burden of retirement saving.

Less volatility, lower litigation risk and greater simplicity are reasons for embracing this strategy, says adviser Robert Lawton.

A majority of baby boomers polled by Bankers Life Center for a Secure Retirement say that the economy has yet to fully recover from the 2007 financial meltdown.

State efforts to get more workers to save are the target of lawmakers who say the auto-IRA programs burden employers and skirt the rules.

A new study finds that workers struggle with expenses, making it “critically important” for employers to provide financial wellness and education.

A Roth IRA would come ahead of a traditional IRA if employees move to a higher tax bracket in retirement.

Young employees highly value financial advice but are not receiving enough of it, according to Corporate Insight.

A Roth IRA would come ahead of a traditional IRA if clients move to a higher tax bracket in retirement.

Health savings accounts are becoming vastly more important for employees because they not only help with medical savings, but put workers on a better track for retirement, experts say.

Brokers must bridge the gap between prepping clients for retirement and keeping them satisfied for the years after employment.