Retirement planning

A new survey finds that millennials are especially vulnerable to false hopes and wishful thinking about post-work life.

Collective Investment Trust funds are gaining traction in retirement plans but advisers need to know how they can help plan participants.

Retirees should not underestimate the impact of taxes on their income after they leave the workforce, as their tax liability could reduce substantially their net earnings.

When hiring a third-party financial partner, employee benefit consultants must look at data, technology and documentation.

Those who leave the workforce before age 65 and want to reduce their premiums are advised to keep their taxable income between $12,060 and $48,240 for singles.

Companies offering benefits that workers feel demonstrate compassion, such as flexible hours and paid leave, are more likely to have higher retention rates.

The Senior Citizens League says that seniors on Social Security can expect an increase in cost of living adjustments not seen since 2012.

The Senior Citizens League says that seniors on Social Security can expect an increase in cost of living adjustments not seen since 2012.

Advisers' efforts to connect health and wealth make progress as older workers prepare for future medical expenses.

Companies offering benefits that workers feel demonstrate compassion, such as flexible hours and paid leave, are more likely to have higher retention rates.

EBRI’s annual survey suggests a need for better planning and emphasizes plan consultants’ ability to help boost savings confidence and lower stress levels.

Retirement and welfare plans are not subject to DOL regulation, reversing three appellate decisions on the matter.

Lawsuits against Cigna self-insured plans for alleged fraudulent behavior is a warning for employers that there will be more, says attorney Brenna A. Davenport.

In the face of growing concerns over medical costs, companies should plan a comprehensive health and wealth strategy for employees in retirement or risk losing talent.

Employers can help workers by offering classes and workshops, providing free credit monitoring and adding a 529 plan benefit.

Recent volatility in popular technology stocks is a reminder to check the tech weighting in your retirement portfolio.

Employers can boost engagement in well-being programs by educating employees about incentives and encouraging them to devote more time to health-related activities.

The best retirement providers should sign on to a plan as a fiduciary, provide a complete menu of services and have a clean background.

Employees aren’t saving enough, and experts offer these guidelines for workers to follow in planning for retirement.

Employers and trade groups are monitoring congressional talk reexamining the tax-favored standing of workplace savings plans.