Although retirement benefits earn delayed credits for every year a worker postpones claiming them up until age 70, spousal benefits do not.
Mary Beth Franklin talks about the uncertainty around the Social Security trust fund and how advisers can help clients plan for that
The prominent 401(k) litigation firm filed a class-action lawsuit this week against Pentegra Retirement Services
The Institute for Portfolio Alternatives says lawmakers are receptive to its diversification pitch
Deals are likely to start happening more often and will be led by private equity, a report from Cerulli Associates suggests
Tax rate for those with incomes above $1 million will rise to 10.75% from 8.97%
Human Interest is hiring staff and getting rid of certain fees
The HSA business is set to evolve as financial wellness programs proliferate
Advisers want to know which record keeper is next, but I now know better than to answer that question
Even though a federal appeals court vacated the measure in 2018, its impact lives on
The class-action cases point to allegedly excessive investment management fees
The results show retirement will be an uncertain time for many, according to The American College of Financial Services
National aggregators are forcing independents to act
That adjustment for next year would be small, but higher than previously expected
Even as the regulator moves to stem the funds in retirement plans, there are ample opportunities, according to speakers at the NAPA 401(k) Summit
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.
The Democratic presidential candidate's proposals would have little effect on the taxes paid by those earning less than $400,000 a year
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
Working from home during COVID-19 might not qualify for a tax break
