Whether or not to take a lump sum is one of the most important decisions a plan participant will ever make.
In addition to fees, funds and fiduciary, specialist defined-contribution advisers are raising the stakes with conversations around plan health and design.
BlackRock's software, unique among DC vendors, riffs off the broader themes of retirement income and capturing advisers' attention with business-improvement solutions.
CDs, saving-account interest rates will rise only slowly; liftoff could muffle political criticism that Fed hurts savers.
Their incomes have fully recovered – and then some.
<i>Breakfast with Benjamin</i>: Deutsche Bank lays out seven reasons why the Fed won't raise rates next week.
Advisers and industry gurus provide their thoughts on how to get started.
Medicare premiums have been rising twice as fast as Social Security COLAs.
Power of attorney is among the documents that can help reduce stress when a student is away.
As life expectancies get longer, seniors and soon-to-be seniors are slow to accept the need to plan for so many years going forward.
Although estimates of life expectancy just got longer, clients aren't prepared to make hard planning decisions.
<b>Breakfast with Benjamin:</b> Here's a new way to think about building a portfolio for your retired clients using the old bucket strategy. Three buckets for three timeframes
Here's how to get a solid will and other essential documents without bankrupting your heirs.
Variable annuities may have won the day in quarterly sales, but broker-dealers are stepping up their distribution of fixed indexed products, which hedge against rising interest rates.
Home-equity product works if you plan to stay in your home indefinitely and could use some supplemental income.
<i>InvestmentNews</i> contributing editor reflects on how life has changed since her husband retired a year ago.
Saving 15% or more is something to aspire to. But starting to save early, and saving consistently, can also take you a long way.
Of the 13 million participants in 401(k) plans administered by Fidelity Investments, close to 421,000 are young "super savers."
This underutilized method can provide a variety of benefits, such as reduced risk of rising taxes and the ability to better control taxes on Social Security benefits and Medicare premiums.
A new study from AARP finds that one-third of Americans ages 40 to 64 anticipate that they will continue working post-retirement.
