Retirement income

Edukate’s Chris Witlow discusses the importance of finding the right benefits to keep workers financially fit.

Employees can simplify retirement portfolios by merging multiple accounts

Benefits experts believe that even if the regulations get killed entirely, best interest standards will live on.

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

Benefits experts believe that even if the regulations get killed entirely, best interest standards will live on.

The managed account provider will partner with the recordkeeper to expand its financial advice and investment management services.

Auto enrollment of 401(k) plans could have saved the Keystone State millions to help employees who failed to save for their post-work years.

Many Gen Xers do not have enough retirement savings even as they approach their peak earning years.

Employees who converted traditional IRA assets into Roth last year can still undo the conversion this year if they are going to pay more in taxes than what they were supposed to gain

Convincing younger workers they need to prepare for their post-work years can be a challenge. Here’s how adviser can reach their distracted clients.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many workers will get even less. The question is: how much less?

Flush with money, firms took a proactive approach in 2017 by contributing discretionary amounts in order to satisfy objectives beyond the government-mandated minimum.

When employees are distracted by financial pressures, productivity dives. Here’s how advisers can help their clients mitigate the effects.

Employees should consider limiting their traditional 401(k) savings, as the plans provide taxable distributions that can boost their tax bill in retirement

Younger employees need coaxing and encouragement to save for the future.

Younger employees need coaxing and encouragement to save for the future.

Despite the recent market downturn, workers should remain invested in their employer-sponsored 401(k) plan.

Employers should auto-enroll employees, offer health savings accounts and provide financial education online.

The insurance giant will increase the minimum contribution to its defined benefit pension plan, auto-enroll and auto-escalate its 401(k) deductions and offer employer-sponsored legal services.

A decline in income as a result of the death of a spouse and an increase in medical expenses both pose a serious risk to retirement but can be curbed with proper planning.