Retirement planning

Those who can't downsize can still rent out a portion of their property to help cover expenses.

Brokers are in a legal quandary: Many of them will still be fiduciaries under the 1975 Rule, but the third-party compensation they received will no longer be permitted.

When the Dow soars and dives, advisers need to reassure clients that their employees’ retirement nest egg is safe.

Advisers must develop relationships with business owners to establish customized plans that work best for the needs of their employees.

Reasonable costs, healthy account balances and a high percentage of employee participants are attributes of great retirement plans.

Colorado, Idaho and Virginia are among the most-appealing places for retirees, thanks to their affordability, higher quality of life and numerous healthcare options.

They need documentation showing how they reviewed, selected and monitor their TDFs and if their investment strategy fits with participant demographics.

Only 39% of American workers are satisfied with what their job offers and 61% are willing to take a cut in salary for a better package.

Ignorance is no excuse when it comes to a possible ERISA audit. Here are some hard truths to common mistakes sponsors have in their heads.

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.