Retirement planning

As the year gets into full swing, now is a great time for plan sponsors and participants to reevaluate the goals of their retirement plans.

Plan sponsors should consider these best practices as they plan sessions with workers, says retirement adviser Robert Lawton.

More retirees are expected to join the gig economy and go on trips that offer unique experiences.

More employers are embracing the idea that a financially aware and secure employee is a happier, healthier and more productive individual.

More retirees are expected to join the gig economy and go on trips that offer unique experiences.

As the number of freelance and contract workers increase, so does the demand for more versatile retirement savings options.

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

Plan sponsors must watch out for tax law changes and rising interest rates, experts say.

IRA investors who turn 70 before June 30 have a little more than a year to make their first withdrawal.

IRA investors who turn 70 before June 30 have a little more than a year to make their first withdrawal.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Employers should consider having a financial wellness education plan, the right investment adviser and full automation in place by year-end, says Robert Lawton.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Plan sponsors must watch out for tax law changes and rising interest rates, experts say.

The big question is whether any decisions upholding the DOL rule will be nullified by actions of the new Trump administration, says benefits lawyer Carol Buckmann.

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

A new Guardian study identifies specific behaviors of the most fiscally confident Americans.

Customizable software, such as mobile apps, can empower plan sponsors, participants, says ADP’s Joe DeSilva.

While some experts recommend annuitizing at least 25% of savings to generate guaranteed income in retirement, clients should weigh other options before making a decision.