Retirement

Plan design features like automatic enrollment and automatic increases are having a positive impact. Such steps are designed to increase participation even from people who may be suffering from inertia, says a researcher.

As we become a more tech-enabled society, it’s important to recognize how that translates to the retirement plan landscape, consultant says.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

Not just taxes, clients care about cost of living, healthcare quality, crime rates, culture and weather.

Many single baby boomers opt to stay put in retirement because they have no children who would advise them to move to an assisted living or continuous care community.

Employees say they are likely to move to a new employer for perks such as flexible schedules, bonuses and paid leave.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

Same-sex female couples are two to three times more likely to reach 100 than one or both members of a 45-year-old same-sex male couple.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.