Retirement

Retirees who opt to manage their investments are advised to streamline their portfolio maintenance into a process that they can roll out toward the year's end.

Charles Schwab creates waves with its new series of target-date funds.

Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.

Plan participants cash out retirement funds at alarming rates, and participants need to have services available to help them make good decisions at the time of a job change, says Retirement Clearinghouse’s Spencer Williams.

Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.

Starting early and investing more consistently will help employees reach their retirement goals.

To really come out ahead from delaying Social Security, a client has to live into their 80s. Otherwise, they're generally better off taking a reduced benefit earlier and collecting as long as they live.

Most people go to the doctor for medical advice. Why can’t we all get a checkup for our financial health, too?

To really come out ahead from delaying Social Security, a client has to live into their 80s. Otherwise, they're generally better off taking a reduced benefit earlier and collecting as long as they live.

Despite the possibility of having a tax-advantaged health savings account, workers with high-deductible health plans are less likely to see their doctors.

The Golden State joins New York and Massachusetts on the list of states with access to the firm’s marketplace.

Despite the possibility of having a tax-advantaged health savings account, workers with high-deductible health plans are less likely to see their doctors.

Both generations expect to be able to check their retirement plans via the latest mobile apps and high-tech tools.

When it comes to financial fitness, Bahati VanPelt aims to have retired NFLers be as successful off the field as they were on it.

Plan participants cash out retirement funds at alarming rates, and participants need to have services available to help them make good decisions at the time of a job change, says Retirement Clearinghouse’s Spencer Williams.

Although parents need to save for their child's education, they should make retirement saving their top priority.

Although parents need to save for their child's education, they should make retirement saving their top priority.

Fiduciaries have latitude to value investment features other than price, judge rules.

The odds that your clients will one day stay in an assisted living home increases 1.4% per year, starting at age 65.

Is your plan keeping track of vested former participants who are owed money?