Retirement benefits

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

Employees say they are likely to move to a new employer for perks such as flexible schedules, bonuses and paid leave.

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.

A private letter ruling allowed an unnamed employer’s plan to tie retirement contributions to student loan repayment contributions.

Human resources leaders are in a powerful position to help meet the needs of a changing workforce.

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.

A private letter ruling allowed an unnamed employer’s plan to tie retirement contributions to student loan repayment contributions.

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

From a tax perspective, cashing out an old 401(k) plan can be a wrong move, as this option will trigger income taxes plus penalty

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

If organizations are going to meet the needs of millennials and Gen Z workers, HR and benefits leaders are in a powerful position to help drive that change.

Recent studies suggest that although many Americans have boosted their retirement savings, many people remain worried about their future prospects

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

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

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.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

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.