Retirement planning

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.

Experts stress the importance of education and savings efforts during National Retirement Planning Week.

Plan sponsors can help close a knowledge gap by educating employees about the advantages of contributing to an individual retirement account.

401(k) participants can create a pension-like source of retirement income by using a portion of their assets to buy a longevity income annuity.

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.

Some experts say that people are living longer past the age of 70 and they should not be forced to make unnecessary taxable withdrawals.

Employers should consider some of the new options available with the retirement plans.

S&P 500 company pension plans' funding levels increased a mere 1% despite the $40 billion in contributions that these firms made to their plans.

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

Retirees can suspend and resume their Social Security retirement benefits any time after their full retirement age even if they started collecting the benefit before reaching their FRA.

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.