Retirement

The new head of the Employee Benefit Research Institute talks about the latest retirement trends, his plans for the organization and the state of employee benefits.

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

SERPs take on an important role as shareholder-friendly executive compensation that incentivizes leadership to avoid ‘reckless behavior,’ says retirement consultant Gil Harvard.

Proceeds from selling their current home can be augmented with a "reverse mortgage for purchase," which doesn't have to be repaid until they sell, move out or pass away.

Proceeds from selling their current home can be augmented with a "reverse mortgage for purchase," which doesn't have to be repaid until they sell, move out or pass away.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

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

EBA's pick celebrates 25 years improving best practices, such as separating investment and operational plan functions.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

A partnership with Dave Ramsey’s Smart Dollar program helps the bank focus on financial wellness.

Though people who belong to both parties express optimism about their financial futures, the vast majority don’t think they have planned well for their end of work lives.

The “I-lost-it” excuse may actually work. This revenue procedure provides taxpayers with a new mechanism to facilitate a rollover, even if a technical failure to comply with the 60-day rule has occurred.

Preferred stocks are good candidates for retirees' investment portfolio as they provide regular income that is greater than the interest payments from a corporate bond.

The documents are far too general and often confusing, says Unified Trust Company’s Lee Topley.

Preferred stocks are good candidates for retirees' investment portfolio as they provide regular income that is greater than the interest payments from a corporate bond.

Unison Advisors' Nir Kaissar explores why these plans — 'an indispensable tool for insuring that workers have a comfortable experience in their twilight years' — are failing.

Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

Many American couples don’t share even basic financial details of their retirement savings account, beyond the fact that they have one, new survey finds.

Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

Tips to get ready for the Oct. 14 changes from the Securities and Exchange Commission.