Retirement

Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn allow employees to overcome common pitfalls.

Consultants need to lead the charge to have employees ready for retirement by understanding an employer’s mission and using technology to create customized programs, consultant Alex Assaley says.

Employees in the sandwich generation are spending a good chunk of their money taking care of family members.

Prepare employees for life after work by helping them envision what they’ll need to be successful, analyze what it will take to get there and develop solutions to make it happen.

Employees who conduct regular financial wellness assessments save more than those who don’t, according to a Financial Finesse report.

Employees in the sandwich generation are spending a good chunk of their money taking care of family members.

Longer life spans and disappointing investment returns will help create the shortfall in about three decades, a figure more than five times the size of the global economy, according to a World Economic Forum report.

These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.

Workers with 401(k)s are 15 times more likely to save, but many employees, particularly those at small businesses, don’t have access to the retirement plans.

The DOL recently released a FAQ to help plan sponsors understand their role before the fiduciary rule goes into effect.

Despite a slight improvement on a test for managing their post-work savings, workers fail to grasp basic 401(k) concepts. But employers can help.

The President's budget is expected to call for spending cuts on programs intended to help lower income households, while keeping programs designed to assist older people.

More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.

More people are taking part-time jobs providing housekeeping and other services to seniors who are living independently.

Despite a slight improvement on a test for managing their post-work savings, workers fail to grasp basic 401(k) concepts. But employers can help.

Adviser David Hatter (center) turned a desire to improve peoples’ financial security into a successful business that puts his employees first so that they can take care of clients.

Continuously increasing the FRA is particularly hard on lower-income workers because they tend to retire early.

The financial stressors that are most important to workers are not being addressed, says Mark Singer.

Retirees can help their grandchildren prepare for future expenses or build a tax-free retirement income.

Despite their popularity, participants are not taking full advantage of these retirement offerings.