Unfortunately, clients can’t switch to a spousal benefit and allow their own retirement benefit to continue to grow until 70 for a few reasons.
How half a year of quarantine has affected the financial services industry
Stress, employment concerns and market jitters have clients asking whether they are in good shape to stop working
The pandemic has shifted plan sponsors' priorities, according to a survey from T. Rowe Price
Taxing more earnings would improve the finances of the Social Security trust fund; it might also boost benefits
The fintech's leader talks retirement savings software in the age of COVID-19 and what the industry lacks in gender equality
Deal for Michigan-based unit adds $6.27 billion in institutional assets
What the trend means for retirement plan advisers
Allianz says their potential misinterpretation of the situation may put retirement at risk
Empower will also get its foot in the door with one big broker-dealer
The deal will bump the plan provider's assets under administration to $834 billion, the companies announced
Law firm Capozzi Adler filed its latest 401(k) suit and Schlichter Bogard & Denton reached a deal in a case against an Ivy League school
Focusing on benefit size rather than claiming age can improve outcomes
Most people have not stopped saving for retirement, but more are saying they will stay on the job past the traditional retirement age
More advisers are becoming open to the products, but many still don't like their costs, complexity and lack of liquidity
It's clear auto enrollment and auto escalation help employees save. Why aren't more smaller plan sponsors using them?
The law firm Capozzi Adler has brought numerous cases this year on behalf of plan participants
The number of accounts has grown to more than 29 million in the past year
Jerry Bramlett helped build FuturePlan into the country’s largest third-party administrator, according to the firm
Asset managers including Fidelity, BlackRock and State Street submitted comment letters criticizing the proposed rule
