Retirement

Keep the initiatives confidential and offer incentives, said SunTrust’s financial well-being executive.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.

The Principal’s Kirk Wolf notes that a properly designed nonqualified deferred compensation plan offers enough flexibility to fix the issues that plague most employers

Many older Americans are now facing hefty life insurance premiums due to dwindling interest rates. Many seniors are sitting on a "ticking time bomb."

EBA’s Retirement Plan Adviser of the Year shares why offering a holistic focus on employee and organizational well-being is so important to today’s workforce.

Clients and workers need to make adjustments to their target goal to reflect personal factors when they plan for their post-work life.

These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.

Employers, here’s why you should tell employees contributing to a triple-tax-free health savings account is more valuable and versatile than boosting a retirement plan.

Boosting the widow's benefit, while limiting the size of the increase for higher earners, could be a “well-targeted way to help reduce poverty for this vulnerable group.”

James Sotell, managing director of Comperio Retirement Consulting, shares his perspective on advising small plans and their fiduciaries.

The Trump administration is considering pushing back the age at which retirees have to take required minimum distributions from tax-deferred retirement account.

Employers should inform their workers about the benefits of increasing their 401(k) contributions and investing in health savings accounts, among other tips.

James Sotell, managing director of Comperio Retirement Consulting, shares his perspective on advising small plans and their fiduciaries.

Waiting until your 70th birthday is the much-discussed strategy to maximize benefits. But in some circumstances, you won't miss out if you file earlier.

Clients approaching or already in retirement should be a risk manager who focuses on risk tolerance.

EBA’s Retirement Plan Adviser of the Year shares why offering a holistic focus on employee and organizational well-being is so important to today’s workforce.

Setting off on post-work lives requires planning and an honest discussion with loved ones. Here’s how advisers can help start the conversation.

Tax cuts and other policies have stirred a stronger economy, but these results could mean vulnerable financial markets in the foreseeable future.

After listening to employee concerns over the company’s program, Benny Award winner Jodi Budnick made it her mission to upgrade the plan and help employees save more for their post-work years.

Employees who want to stretch their dollars the furthest during their post-work years may want to consider relocating to these places.