A retirement Q&A for federal workers
Roughly 15% of government workers are eligible to retire, but for most government jobs there is no mandatory retirement age.
Retirement readiness
Employer-provided benefit costs vary widely by industry
Disparities are more pronounced for retirement than healthcare plans, largely due to the elimination of company pensions.
10 best cities for retirement
According to WalletHub research, these cities top the list in affordability, quality of life and healthcare.
Employees are saving more for retirement. Are they saving too much?
Saving too much for retirement could force clients to take loans or make withdrawals that would carry taxes and penalties.
Americans are saving more for retirement. Are they saving too much?
Saving too much for retirement could force clients to take loans or make withdrawals that would carry taxes and penalties.
Company stock loses its luster in 401(k) landscape
The harsh lessons of the recession of 2008 and the push for more balanced portfolios are changing equity stakes.
EBA’s Advisers of the Year share what makes them stand out in a crowded market
Keeping benefits local and establishing an active communication chain are just two ways the top brokers achieve success within their positions.
3 retirement rules employees should know by heart
One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.
Benefits Think How to regularly review 401(k) providers
Plan sponsors should follow a four-step process to ensure their providers are appropriate and that the fees paid are reasonable, says adviser Robert Lawton.
Robert C. Lawton
Lawton Retirement Plan Consultants
3 retirement rules clients should know by heart
One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.
DC plan fees flattened out in 2017
Plan sponsors are shopping for new plans, opting for cheaper share classes, new research finds.
DC plan fees flattened out in 2017
Plan sponsors are shopping for new plans, opting for cheaper share classes, new research finds.
10 worst cities for retirement
According to WalletHub research, these places rank low in affordability, quality of life and healthcare.
What top employers are doing to maximize workers’ 401(k) savings
Auto-enrollment and -escalation, in-plan conversions and custom target date funds are buzzworthy retirement trends, benefits experts explain at EBN’s Benefits Forum & Expo.
Benefits Think Why emphasize 401(k) financial wellness?
By identifying and then treating issues that are hindering a variety of savings goals, employers can help workers feel more secure in purchasing a new home, funding college education, acquiring emergency funds and more.
Mark Singer
The Financial Literacy Toolbox
Student loan program pays off for Rise Interactive
The digital marketing firm implemented the benefit earlier this year after employees complained education debts were stopping them from contributing to their 401(k).
Benefits Think Why emphasize 401(k) financial wellness?
By identifying and then treating issues that are hindering a variety of savings goals, advisers can help clients feel more secure in purchasing a new home, funding college education, acquiring emergency funds and more.
Mark Singer
The Financial Literacy Toolbox
Is gig work threatening workers’ financial futures?
The employment model’s lack of benefits will affect personal security for millions of Americans working as independent contractors, new Prudential research finds.
Fidelity to launch student loan repayment benefit for employers
The financial services firm’s new program will allow companies to make after-tax contributions toward their workers’ education debts.
Pay off student loans or save for retirement? The answer may be surprising
The answer is in the investment details. If employers offer a match, contribute at least enough money to get it. Matches are 'free money' that give an instant return.
