Retirement income

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.

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.

Working 30 years instead of 29 will yield a fractional monthly benefit increase—"like by 1/29th"—says one expert, who also notes how get a good idea of future benefit

Working 30 years instead of 29 will yield a fractional monthly benefit increase—"like by 1/29th"—says one expert, who also notes how get a good idea of future benefit

Many employees believe they can consistently outperform market averages by applying a little of the right knowledge, says retirement adviser Robert C. Lawton.

Nearly half of Americans have received professional guidance about money but feel that they don’t have enough cash to act.

Nearly half of Americans have received professional guidance about money but feel that they don’t have enough cash to act.

Plan sponsors, are you doing enough to empower and ready employees for retirement? Or are they going at this alone?

An employer-sponsored plan indicates confidence in a company, says planner Rick Pendykoski.

According to a new report, plan sponsors need to offer post-work income options in their DC plans.