Wealth management

Insurance brokerage Willis Towers Watson’s new program aims to help workers choose the right insurance once they retire.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

Because next year will be too late.

They need documentation showing how they reviewed, selected and monitor their TDFs and if their investment strategy fits with participant demographics.

Rising interest rates can be a boon for seniors seeking better returns from low-risk investments, but can hamper other clients with adjustable-rate mortgages.

Advisors should frame health care costs as an annual expense rather than a lump sum, which is demotivating for investors, according to Vanguard.

Those who can't downsize can still rent out a portion of their property to help cover expenses.

The video streaming service will be matching up to $1,200 a year to help workers pay their student debt.

Brokers are in a legal quandary: Many of them will still be fiduciaries under the 1975 Rule, but the third-party compensation they received will no longer be permitted.

When the Dow soars and dives, advisers need to reassure clients that their employees’ retirement nest egg is safe.

Advisers must develop relationships with business owners to establish customized plans that work best for the needs of their employees.

They need documentation showing how they reviewed, selected and monitor their TDFs and if their investment strategy fits with participant demographics.

Only 39% of American workers are satisfied with what their job offers and 61% are willing to take a cut in salary for a better package.

Ignorance is no excuse when it comes to a possible ERISA audit. Here are some hard truths to common mistakes sponsors have in their heads.

As nearly one in five U.S. workers has a part-time job, companies need to extend benefit packages.

Employees still don’t know the basics of using and saving with a health savings account, according to Fidelity Investments.

Academic and non-profit institutions need a new strategy for today’s changing needs.

The video streaming service will be matching up to $1,200 a year to help workers pay their student debt.

More than two thirds report a desire to keep participants in plans after retirement and have greater focus on longer term objectives over short-term downside risk.

During that first 10 years of our 40-year careers, most of us contribute very little or nothing to our retirement accounts. At that time in our lives, retirement seems pretty far off – but it isn’t.