Wealth management

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

Up to 85% of retirement benefits might be taxed if their combined income exceeds a certain threshold.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

Divorced women are more financially prepared for retirement than their single, never-married counterparts because they are more likely to secure their marital home after the separation.

Older workers face some daunting decisions about Medicare, Social Security and retirement plans such as health savings accounts and 401(k)s. But these three strategies can help.

The San Francisco-based firm is considering whether to jump-start its shrinking student-lending business by catering to borrowers holding U.S. government loans.

The used-car dealer is partnering with Gradifi to help employees tackle school debt.

Employee Benefit Adviser has extended the nomination deadline for its Top Women in Benefit Advising Awards through Aug. 14.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

Simple offerings like a loan payment calculator or savings projection interface can make a profound difference on the path to financial preparation.

Congress is considering seven bills, which if passed, would help Americans improve their retirement prospects.

The program, which launched earlier this year, has helped the company “stand out in a crowd of other employers,” its benefits manager said at EBA’s Workplace Benefits Mania.

See how the top brokers are informing their followers and clients on the complexity of healthcare and enhanced benefits through news articles, blog posts, videos and even music using LinkedIn, Twitter, Youtube and even Snapchat.

“The industry has not done any favors to young advisors,” says independent advisor Douglas Boneparth.

Divorce is expected to be different for couples who are in their advance years than when they were younger.

Employers and employees both say programs are necessary to help manage debt and prepare for retirement, but participation still lags.

Employees are advised to start looking for coverage in the marketplace, which will be open for 2019 enrollment from Nov. 1 through Dec. 15.

The program, which launched earlier this year, has helped the company “stand out in a crowd of other employers,” its benefits manager said at EBA’s Workplace Benefits Mania.

Many workers are not financially stable and not prepared for retirement, according to the International Foundation of Employee Benefit Plans, resulting in an increase in onsite financial programs.