Retirement planning

Plan sponsors should consider going beyond ERISA’s bare-bones requirements for plan document requests and make it a practice to also provide a cover letter, containing certain specific information.

While delaying Social Security can maximize retirement benefits and boost income, some clients have financial circumstances that make an early retirement a better option.

While delaying Social Security can maximize retirement benefits and boost income, some workers have financial circumstances that make an early retirement a better option.

Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.

Clients can claim a tax deduction for Medicare premium payments and contribute to a tax-advantaged spousal IRA if they continue working.

Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.

Investors nearing retirement should make sure their portfolios are diversified and consider alternative assets, such as real estate, commodities and annuities.

Employers that sponsor retirement benefits may wonder if their non-eligible employees will be required to participate in these state-sponsored programs.

The 2006 rule prompted private sector employers to cut or freeze pension plans, new research indicates.

Thanks to legal battles and federal regulations, plan participants are expecting more of their advisers than ever before.

The 2006 rule prompted private sector employers to cut or freeze pension plans, new research indicates.

Employers that sponsor retirement benefits may wonder if their non-eligible employees will be required to participate in these state-sponsored programs.

Fiduciary framework, increased financial wellness efforts and greater automation should be on benefits professionals’ radar.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

A good case can be made that the President-elect will be too busy with more important matters to roll back the regulations prior to their 2017 effective date.

Willis Towers Watson says a variety of operational, strategic and portfolio management goals will help plan sponsors best utilize resources to improve outcomes.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.

Fiduciary framework, increased financial wellness efforts and greater automation should be on benefits professionals’ radar.

Here's why filing for Social Security benefits at the wrong time may mean a less fulfilling retirement.