Retirement

Advisers can provide more personalized guidance with a focus on education and turn saving for life after work into a movement.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

Employers need to determine whether the investment adviser they are working with is signed on as a fiduciary to their retirement plan, says adviser Robert Lawton.

Most employees are staying the course in their retirement allocations, according to research from the Investment Company Institute.

One important somber step for 40-something clients is to consider what happens to their assets when they die.

Employers need to determine whether the investment adviser they are working with is signed on as a fiduciary to their retirement plan, says adviser Robert Lawton.

After establishing an automatic enrollment program, employers should implement new features to fine-tune employee retirement savings plans.

After establishing an automatic enrollment program, employers should implement new features to fine-tune employee retirement savings plans.

One easy measuring stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

Hiring an outsourced plan administrator to do a job that can be handled by a TPA is unnecessary and even redundant.