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3 insights on the Financial Engines-Edelman combination and how it might affect you
The combined company is likely to become a nationally dominant firm.
Retirement savings bill introduced in House
Like the Senate version, the bill would make it easier for smaller employers to join open multiple employer plans
State auto-IRA programs poised to catch advisers’ attention
OregonSaves has more than 19,000 people participating, while eight other states have passed measures setting up state-sponsored retirement plans.
Financial advisers should avoid error by omission and consider reverse mortgages
The vast majority of financial services professionals still fail to incorporate home equity planning or reverse mortgages into their practices
Both spouses don’t always need to delay Social Security until 70
Sometimes it's better to coordinate claiming strategies where one collects spousal benefits.
How parenthood really affects your ability to save for retirement
The financial effects of having children can last for the rest of your life, according to a new study.
How plan advisers can ease stress about retirement readiness
Smart plan advisers use an active, personalized approach to engage employees.
Are you really on track for retirement? Try this tool
New software uses big data to estimate the chances that your personalized retirement strategy will actually succeed, then refines the plan if it won't.
How to fund a Social Security delay
Several strategies can cover the gap to help clients claim a bigger benefit later
Today’s retirees are better off than previously thought
Millions of older Americans benefit from traditional retirement plans, new research finds.
U.S. plummets on global ranking for retirement security
Norway, Switzerland and Iceland hold on to the top three slots.
Social Security Underfunding Threatens Americans’ Retirement
With Social Security running out of money, one of the pillars of retirement is in jeopardy.
Employers Reducing Contributions to Retirement Benefits: Study
Employers cut their contributions to workers' retirements by 25% from 2001 to 2015, according to a new report from Willis Towers Watson.
U.S. falls further in retirement security ranking among developed countries
Natixis survey finds America fell three places and now ranks 17th among 43 nations.
Why Americans can’t seem to retire
The share of older people in the workforce is higher than at any point since before the creation of Medicare.
Tips to help you make sure you’re really saving enough for retirement
More than a dozen retirement experts weigh in with their advice.
Rich retirees reluctant to spend cash
On average and adjusting for inflation, retirees are entering their 80s richer than they were in their 60s and 70s.
States scoop up investment accounts as unclaimed property
Financial advisers can keep clients out of firing line by confirming they're alive.
Forget bingo! More Americans are working part-time in retirement
Whether it's for financial, social or mental health reasons, Americans are opting to work part-time in retirement and advisers are helping them figure out how to do it.
Pooled employer plans set to dominate small 401(k) market
Market forces are in place for the so-called pooled employer plan (PEP for short)…
