Retirement

The 2006 rule prompted private sector employers to cut or freeze pension plans, new research indicates.

Clients in this situation will need to gather a lot of paperwork, including at least eight certified copies of the spouse's death certificate for life insurance, among other reasons.

It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.

Thanks to legal battles and federal regulations, plan participants are expecting more of their advisers than ever before.

The 2006 rule prompted private sector employers to cut or freeze pension plans, new research indicates.

Generation Y is 75 million strong and making its mark on the workplace.

It's misguided to treat Social Security as bonds since clients can't sell a portion of their Social Security when they need to raise funds.

Employers that sponsor retirement benefits may wonder if their non-eligible employees will be required to participate in these state-sponsored programs.

: Regardless of policy outcome, employers must continue to apply innovative and creative strategies for employee benefits, says Hodges-Mace’s Eric Helman.

Fiduciary framework, increased financial wellness efforts and greater automation should be on benefits professionals’ radar.