Next year, more employers will start offering 401(k) matches for workers who don't contribute but are paying down loans.
Survivors can apply for a refund of the deceased person's unused premiums.
Survey reveals how people believe they will cope in their senior years, and the gaps that exist.
'If you’re expecting any meaningful legislation to emerge from all the Republicans’ talking points, think again,' says Washington Research Group's John Miller.
Despite the challenging conditions, workers are trying to keep on top of retirement savings.
Client feelings of certainty and happiness are main benefits of adding annuity option to retirement plans, says advisor.
Employers' interest in various types of assistance has increased this year, partly as a result of the passage of SECURE 2.0 late last year.
States ranked by affordability, weather, crime, and quality and cost of health care.
Financial advisors say a bill recently introduced in Congress sounds good but would be difficult to administer.
'Advisors better wake up' — study reveals 61- to 65-year-old women are more likely to buy an annuity than men of the same age.
State auto-IRAs and provisions of the Secure 2.0 Act could help, but there are numerous factors underlying wealth inequality.
Martin Smith blends his advisory niche with an old-school method of rolling up his sleeves and making lots of cold calls.
Gradifi, which sold to ETrade in 2019 for $30 million, will expand Vestwell beyond retirement savings.
New research found workers are willing to give up some income for access to a 401(k) and employer contributions.
Advisor urges peers to educate themselves on elder care to help Gen Xers navigate tricky retirement landscape.
While about half of plan consultants and advisors recommend sustainability-themed investment options, employers are worried about legislative changes around ESG.
While Ed Slott urged readers to stop contributing to traditional tax-deferred accounts, others take a more nuanced view.
The agency is responsible for distributing Social Security to more than 70 million beneficiaries and commands a $1 trillion budget.
It's not just older workers who are concerned about their ability to save for retirement.
Total sales are up 28% in the first half, with RILAs and fixed annuities rising, according to Limra.
