Retirement income

Employers with “great” retirement plans are significantly more likely to have higher margins and revenue per employee than those with average plans.

Employers must hit the throttle by providing employees with personalized retirement readiness scores, deeper metrics.

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.

Employers must hit the throttle by providing employees with personalized retirement readiness scores, deeper metrics.

Other groups, such as those who used to itemize tax deductions but will now use the high standard deduction, are also advised to check their withholding taxes.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.

The Principal’s Kirk Wolf notes that a properly designed nonqualified deferred compensation plan offers enough flexibility to fix the issues that plague most employers

Many older Americans are now facing hefty life insurance premiums due to dwindling interest rates. Many seniors are sitting on a "ticking time bomb."

EBA’s Retirement Plan Adviser of the Year shares why offering a holistic focus on employee and organizational well-being is so important to today’s workforce.

Clients and workers need to make adjustments to their target goal to reflect personal factors when they plan for their post-work life.

These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.

Employers, here’s why you should tell employees contributing to a triple-tax-free health savings account is more valuable and versatile than boosting a retirement plan.

Boosting the widow's benefit, while limiting the size of the increase for higher earners, could be a “well-targeted way to help reduce poverty for this vulnerable group.”

James Sotell, managing director of Comperio Retirement Consulting, shares his perspective on advising small plans and their fiduciaries.

The Trump administration is considering pushing back the age at which retirees have to take required minimum distributions from tax-deferred retirement account.

Employers should inform their workers about the benefits of increasing their 401(k) contributions and investing in health savings accounts, among other tips.

James Sotell, managing director of Comperio Retirement Consulting, shares his perspective on advising small plans and their fiduciaries.

Waiting until your 70th birthday is the much-discussed strategy to maximize benefits. But in some circumstances, you won't miss out if you file earlier.

Clients approaching or already in retirement should be a risk manager who focuses on risk tolerance.

EBA’s Retirement Plan Adviser of the Year shares why offering a holistic focus on employee and organizational well-being is so important to today’s workforce.