Retirement income

Although the president-elect has not shared many details, advisers and other stakeholders see the ACA playing a big role early on.

Employees who put money in their workplace 401(k) plans for 15 years straight are seeing significant gains, according to new Fidelity research.

Workers’ savings hasn’t been a No. 1 priority for the President-elect, but he has vowed not to cut Social Security.

Although the president-elect has not shared many details, advisers and other stakeholders see the ACA playing a big role early on.

Workers’ savings hasn’t been a No. 1 priority for the President-elect, but he has vowed not to cut Social Security.

Tell clients in this situation to make sure they know key dates and review their statements to confirm the amounts are accurate.

Tell clients in this situation to make sure they know key dates and review their statements to confirm that the amounts are accurate.

Companies need to look at the entire scope of their workers’ monetary priorities before they can offer guidance, advisers say.

The average 401(k) balance gained for the second quarter in a row, inching up 2%, to $90,600. That amount is a 7% jump from 2015's third quarter and up from an average of $64,300 five years ago.

Employers need to talk to their financial adviser to learn whether his fiduciary relationship will be changing.

These factors have turned retirement into the ultimate obstacle course and it’s up to advisers to help clients navigate it successfully, says MDRT’s Curtis Cloke.

Modest-sized firms now have access to plans that once were only offered to larger enterprises.

Which retirement plan is best for employees? It depends on a number of factors, explains adviser Robert Lawton.

The agency’s assistant secretary shares some of the last-minute projects employers and retirement plan sponsors can expect before the end of this presidential term.

It doesn’t seem like much to ask for—a 5% return. But the odds of making even that on traditional investments in the next 10 years are slim, according to a new report from investment advisory firm Research Affiliates.

Which retirement plan is best for employees? It depends on a number of factors, explains adviser Robert Lawton.

Next year is gearing up to be a notable year of change for the plan sponsor with the DOL’s fiduciary ruling set to take effect, says columnist John Ludwig.

Next year is gearing up to be a notable year of change for the plan sponsor with the DOL’s fiduciary ruling set to take effect, says columnist John Ludwig.

The likelihood of periodic volatility is concerning to retirees, but it's important to try to keep clients calm.

Invesco Consulting’s Lisa Kueng says the trick is to get plan participants to visualize what they want their lives to look like after work.