10 best cities for retirement
According to WalletHub research, these cities top the list in affordability, quality of life and healthcare.
Retirement readiness
Pay off student loans or save for retirement? The surprising answer
If an employer offers a match, employees should contribute at least enough money to get it.
‘Father of the 401(k)’ pushing low-cost plans for small firms
Retirement expert Ted Benna’s new guide features three models that could appeal to businesses looking to simplify the savings process.
Most employees not receiving retirement investment advice
Workers want personalized, on-demand guidance offered through digital channels, a new Betterment for Business survey finds.
Employees hope to work later in life. Here’s the reality
The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.
10 worst cities for retirement
According to WalletHub research, these places rank low in affordability, quality of life and healthcare.
People hope to work later in life. Here’s the reality
The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.
Finally, a retirement calculator that might help people retire
United Income, a new money manager backed by some of the biggest names in retirement, is pitching big data as a solution.
401(k) money should be a last resort for Harvey victims
Between taxes and penalties on early withdrawals, many clients will only be getting 65 cents for every dollar they take out.
Benefits Think The answer to the next phase of financial wellness
Certified planners can help employees wrangle complex money problems by addressing the root causes that are affecting work performance.
Anna Sergunina
MainStreet Financial Planning, Inc.
Benefits Think The exit bonus employers never intended to pay
A lack of widespread auto-portability in the present U.S. retirement system is causing many plan sponsors to pay plan cash-outs to terminated employees.
Spencer Williams
Portability Services Network and Retirement Clearinghouse
401(k) money should be a last resort for Harvey victims
Between taxes and penalties on early withdrawals, many people will only be getting 65 cents for every dollar they take out.
Benefits Leadership in Retirement award winner keeps a finger on the pulse of what workers want
When it comes to establishing a robust retirement program, BP’s Cliff York relies on open communication, using current data to provide employees what they need to have success in their post-work years.
Collect Social Security at 62 and spousal at full retirement age?
Each pre-retiree couple is in a unique circumstance, and needs to account for their health and longevity, as well as their willingness and ability to work.
Benefits Think The exit bonus employers never intended to pay
A lack of widespread auto-portability in the present U.S. retirement system is causing many plan sponsors to pay plan cash-outs to terminated employees.
Spencer Williams
Portability Services Network and Retirement Clearinghouse
Small employers keep pace with larger firms in containing healthcare costs
New data from United Benefit Advisors suggests that firms with fewer than 100 employees can compete for talent along with bigger companies.
Benefits Think 7 reasons why plan sponsors should re-enroll 401(k) participants
Staying in a plan’s qualified default investment alternative rebalances employee accounts and ensures age-appropriate allocations.
Robert C. Lawton
Lawton Retirement Plan Consultants
Benefits Think The answer to the next phase of financial wellness
Certified planners can help employees wrangle complex money problems by addressing the root causes that are affecting work performance.
Anna Sergunina
MainStreet Financial Planning, Inc.
How to put retirement healthcare costs on employees’ radar
Employers need to help their workers understand and prepare for additional medical charges when they stop working.
3 mistakes workers make with retirement withdrawals
Not tapping tax-deferred retirement accounts until the age of 70 1/2 can be a wrong move, as required minimum distributions can be big enough to push retirees to a higher tax bracket.
