Retirement planning

Market-return plans bear closer resemblance to DC model than their first-generation predecessor. But are they a realistic answer?

Employer role in these retirement savings plans is growing, says attorney Christine P. Roberts.

Many pension plans are facing financial woes, with many of them reducing pension payouts to their beneficiaries.

Increased financial wellness efforts, greater automation and recordkeeper consolidation should be on benefits professionals’ radar.

Underestimating longevity is one of the blunders that clients should sidestep when preparing for retirement.

Some of that confidence stems from the presidential election in November, Wells Fargo/Gallup research finds.

Clients should consider switching to a Roth IRA or Roth 401(k) as investment growth and distributions are not subject to tax.

More than 8 in 10 young employees say they plan to work into retirement, which indicates a “fundamental shift.”

Employer role in these retirement savings plans is growing, says attorney Christine P. Roberts.

Although clients pay taxes on the contributions they make, they can still expect tax savings as their money grows tax-free and future distributions are exempt from taxes.

Although retirement investors lose from the decline in bonds' value, they stand to gain from the rising payouts from 10-year Treasury bonds.

Although retirement investors lose from the decline in bonds' value, they stand to gain from the rising payouts from 10-year Treasury bonds.

The total retirement funds of 100 CEOs can match the combined nest eggs of 41% of U.S. households that saved the least for retirement.

When it comes to at least one type of investing, U.S. pension funds should take a (maple) leaf out of their Canadian counterparts' playbook, says Bloomberg Gadfly columnist Gillian Tan.

If myRA, President Obama’s signature retirement plan, were a private-sector startup, it would probably be getting some heat from its venture capital backers right about now.

The changing concept of retirement in America is disrupting the parts of the financial services machine that are geared around it.

The total retirement funds of 100 CEOs can match the combined nest eggs of 41% of U.S. households that saved the least for retirement.

Investors are advised to reduce their risk capacity and get their portfolio ready for the distribution phase once they are within five years of their retirement.

The legal setback for the rule's foes still leaves three ongoing court challenges, as well as an uncertain future for the regulation in Trump administration.

Investors are advised to reduce their risk capacity and get their portfolio ready for the distribution phase once they are within five years of their retirement.