How employees feel about retirement amid inflation and recession concerns
The majority of employees feel confident about their retirement savings, though are fearful of cuts to Social Security.
Pensions
Half of Gen X has done no retirement planning, study says
Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help.
Don’t call it a comeback: IBM pension play a ‘financial maneuver’
After IBM unfroze its pension, some wondered if this was the start of a defined-benefit renaissance. Researchers say that's not what it was about.
Are pensions set for a big retirement return in 2024?
Major employers like IBM and Ikea are touting the benefits of pensions on their employees' financial well-being. Is the industry ready for a comeback?
For Gen X, reality bites when it comes to retirement
Gen X workers have the biggest gap between their savings and what they think they need to save for retirement than any other generation in the workforce.
Boomers may outlive their 401(k) savings — unlike predecessors with pensions
According to a new study, boomers are likely to deplete their savings much faster than previous generations — but advisers can still help.
What to do if your client waited too long to address retirement
Taking advantage of catch-up contributions is one of several methods that can help them get back on track.
Buyout or pension? The heavyweight bout of retirement decisions
Buyout amounts are high right now, but there are many other factors to consider when guiding employees to the right choice.
How much do employees need to retire?
Workers need to have saved a certain amount at a certain age to stay on track for securing their retirement.
U.S. companies get green light on controversial pension payouts
Employers are free to tackle their hefty pension obligations through a one-time, lump-sum payout to retirees and beneficiaries.
Social Security proposal retains — and even enhances — benefits
It would raise enough new revenue to more than restore long-term balance of the program.
Social Security truth or consequences
There are hundreds of rules and claiming strategies – the wrong one can have major repercussions.
U.S. pensions among the world’s largest funds
More than one-third of the $18.1 trillion invested globally in pensions are in 133 U.S. funds, including Boeing, AT&T, IBM, General Motors and General Electric.
U.S. pensions among the world’s largest funds
More than one-third of the $18.1 trillion invested globally in pensions are in 133 U.S. funds, including Boeing, AT&T, IBM, General Motors and General Electric.
The top 25 401(k) plans
AT&T, Boeing, Costco, IBM and JPMorgan Chase are among the country’s leading retirement plans based on plan-year-end net assets as of April 9, according to miEdge data.
Public pensions need to consider that beneficiaries are living longer
“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.
The top 25 401(k) plans
AT&T, Boeing, Costco, IBM and JPMorgan Chase are among the country’s leading retirement plans based on plan-year-end net assets as of April 9, according to miEdge data.
Get your employee’s retirement portfolio in fighting shape
Workers who want to make their retirement portfolio resilient to market volatility should veer away from core stock and bond holdings.
Conditions are ripe for employers to derisk their pension plan
Federal Express is the latest large company to purchase an annuity for its current retirees in an effort to keep the plan solvent.
Conditions are ripe for employers to derisk their pension plan
Federal Express is the latest large company to purchase an annuity for its current retirees in an effort to keep the plan solvent.
