Retirement planning

As we become a more tech-enabled society, it’s important to recognize how that translates to the retirement plan landscape, consultant says.

Not just taxes, clients care about cost of living, healthcare quality, crime rates, culture and weather.

Same-sex female couples are two to three times more likely to reach 100 than one or both members of a 45-year-old same-sex male couple.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.

The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.

Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.

The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.

Financial wellness needs to be an integral part of a broader benefit programs and a top priority for companies today.

The Great Recession spurred many Americans to take loans from their retirement accounts. Now that unemployment is at an all-time low, the next question is how to finance their post-work years.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

Older workers face some daunting decisions about Medicare, Social Security and retirement plans such as health savings accounts and 401(k)s. But these three strategies can help.

Unlike a traditional defined benefit plan, these retirement vehicles place more of the volatility on the shoulders of the account holders.

Simple offerings like a loan payment calculator or savings projection interface can make a profound difference on the path to financial preparation.

Six funds are actively managed, which may surprise plan administrators who think that index funds are the only way to invest.

The right health insurance is all that’s needed to use this triple-tax advantaged savings account.

Divorce is expected to be different for couples who are in their advance years than when they were younger.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.