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An early look at the impact from the economic shutdown was not as bad as feared, while industry insiders see opportunities for advisers and sponsors to talk up the value of retirement and emergency savings.
Early withdrawals from retirement accounts may be unavoidable in today’s economic climate. You can help mitigate the damage.
Americans’ retirement savings are increasingly threatened by disabilities that temporarily keep employees out of work by turning to hardship withdrawals from retirement plans.
The Department of Labor issued a new rule that allows companies to distribute retirement benefit information electronically.
The lack of seamless plan-to-plan asset portability prevents participants from easily moving and consolidating their 401(k) savings, leaving them open to the temptation to prematurely cash out their 401(k) accounts from prior employers’ plans.
Nearly 72% of Americans opted to stay the course and stick to their investment plan during the crisis, a survey found.
Those who feel they have inadequate savings may consider going back to work after the pandemic, even if it's on a part-time basis, according to an expert.
Many employees are not in a financial position to deal with an emergency medical crisis like the current pandemic and it’s hurting their retirement.
The majority of U.S. workers do not have enough savings to help them in the event of a medical emergency and often turn to their retirement funds for help.
A retirement expert advises employers on helping workers save for the future during this pandemic.
The CARES Act waiver of penalties for premature 401(k) withdrawals may hurt the very American workers and families the Act is supposed to help.
Gauging any possible changes to their health insurance coverage is just one consideration they must address before they retire.
For starters, they can use the windfall to pay off debt, shore up their HSAs and build a cash reserve.
For one, clients will owe taxes still on the distributions, unless they recontribute the money into the account within three years.
The CEO of Perspective Partners shares how software can help answer healthcare and retirement benefit questions during the enrollment process.
Market volatility brought on by the coronavirus pandemic may present a great time to invest, as many stocks are being sold at bargain prices.
By extending their working years, seniors can see an increase in their Social Security payouts.
In some cases, workers who have received severance pay have the option of investing the money for retirement and other long-term goals.
Older clients are advised to take extra steps to protect their finances as the current crisis may leave them prone to making poor financial decisions.
Clients are advised to minimize spending and tap possible sources of cash and credit, including their tax refund.
