Retirement planning

Plan participants should know how to roll-over their 401(k), says Retirement Clearinghouse’s Spencer Williams.

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.

The U.S. ranks poorly among 14 developed nations, with U.S. females having the shortest life spans and U.S. males the second shortest.

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

The U.S. ranks poorly among 14 developed nations, with U.S. females having the shortest life spans and U.S. males the second shortest.

Thinking about taking a job at a small company? Don’t expect a good retirement plan.

Implement an appropriate governance structure and process to prevent problems, says Principal’s Aaron Friedman.

Knowing full retirement age is a key to developing a claiming strategy that will enable pre-retirees to maximize Social Security benefit.

Stricter guidelines around 401(k) loans, more online and on-demand benefits education and regulatory changes are emerging themes this year, says Fidelity’s Meghan Murphy.

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

Knowing full retirement age is a key to developing a claiming strategy that will enable pre-retirees to maximize Social Security benefit.

Expected investment returns in DB plans aren’t what they used to be, says The Principal’s Mike Clark.

The exodus of the baby boomers from the work force resumes.

Despite a post-election rally on Wall Street, Willis Towers Watson analysis finds that companies remain slow to fully contribute to their plans.

When helping workers plan their post-employment lives, make sure they see the full picture of healthcare costs, says adviser Steven Plewes.

Retirees may be forgiven for indulging in nostalgia, but all too often our thinking about retirement falls prey to that vice.

The tech-based innovation can help workers keep money in their retirement plans and relieve record-keepers from the challenges presented by small accounts.

Retirement expert Bob Lawton shares how leading-edge employers are strengthening their DC plans this year.

With the potential for litigation that has plagued plans like NYU’s on the rise, it’s ‘time to clean up’ fiduciary activity in this sector, say industry experts.

Bloomberg View Columnist Megan McArdle explores if the retirement savings plan was 'a tragic mistake.'