If advisors receive $2,500 or less in commissions and donate the proceeds to charity, they can join the fee-only organization.
Mike Lynch of Hartford Funds talks about the factors that can cause a retiree to return to the workforce.
House conservatives recently recommended raising the retirement age to receive full benefits to 69, a proposal that put the spotlight back on the thorny problem of the program's solvency.
The company is adding to its support for groups of plans and rolling out new programs for multiple employer plans and pooled employer plans.
The majority of pre-retirees highlighted inflation as the greatest challenge to their retirement plans over the coming 12 months, followed by an economic recession, market volatility and taxes.
The Armonk, New York-based retirement plan consulting firm has $3.8 billion in assets under advisement.
On average, American adults have saved $89,300 for retirement, up 3% from 2022, Northwestern Mutual’s 2023 Planning & Progress Study shows.
The long-outdated accredited investor rule has become a symbolic roadblock between retail investors and institutional-quality investments.
For the first time in nearly a decade, anticipated health care costs for retirees were unchanged from the previous year's estimate.
Clients can explore savings strategies and financial products with higher risk-free returns and alternative fixed-income investments.
The firm, with offices in Portland, Oregon, and Seattle, offers both wealth management and retirement plan services.
TRG Fiduciary Services will serve as plan provider, and LeafHouse Financial will select and monitor the PEP's investments.
In the absence of proper estate planning, there's a risk that LGBTQ individuals' intentions may not be respected.
As laws and IRS guidance evolve, it’s crucial for advisors to stay on the leading edge of how inherited IRAs are affected.
Now is the time for advisors to act by nudging clients into actions that will have long-term positive consequences, especially when the market inevitably again turns down.
Vanguard's annual retirement report showed auto enrollment removes a barrier to entry for employees saving for retirement.
Only 24% of young adults strongly agree that their employer has policies or structures in place to support work-life balance.
Pricing, product governance and legal liabilities are some of the factors to consider when assessing drug companies.
A proposal by the House Republican Study Committee would gradually increase the retirement age until it hit 69 for those turning 62 in 2033.
What’s behind the surge in popularity among fixed indexed annuities? Their aim to help protect principal and achieve predictable returns is part of the story—and layering in a custom index can be a smart part of that strategy.
