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Social Security has a quick cash solution
Clients 66 and older can request a lump-sum payment and still earn bigger future benefits
Social distancing experience illustrates retirement challenges
Asking clients these three questions about how they're doing during the pandemic can help them plan for a successful retirement
401(k) investors warm to stock funds as market rises: report
Investors are still worried about the market, but trading in 401(k) plans favored equities on most days in April
No Social Security cost-of-living boost likely in 2021
The plunge in oil prices is expected to eliminate any benefit increase for next year
Plaintiff in failed 401(k) suit files new case against ADP
McCaffree Financial, which unsuccessfully sued Principal Life, recently brought an unrelated case against ADP
LifeYield upgrades Social Security retirement income tool
Interactive software helps advisers initiate planning discussions with clients
Pandemic will deplete Social Security trust funds
The economic slowdown resulting from COVID-19 will cut into the program’s revenue and boost its expenses
Long-term care is a woman’s issue
The aging of baby boomers increases the urgency around LTC planning
Americans remain confident about their retirement prospects
Survey shows majority of advisory clients still plan to retire on time
Catch-up contributions being weighed in Congress
A recent bill proposes tripling 401(k) and IRA limits this year
Interest in emergency savings accounts likely to grow post-COVID-19
Plan participants' lack of savings is increasing their reliance on loans and distributions from DC plans
The CARES Act: Relief for retirement plan participants
Plan sponsors will need to amend their plans to cover the CARES Act changes that they decide to implement
Social Security funding still set to run out in 2035
The latest estimate is unchanged from last year's, but it does not reflect the impact of the COVID-19 pandemic on the trust funds
Escape hatch for workers claiming Social Security early
A special rule allows benefits for those who have exceeded the annual earnings limit in their first year of retirement
No free lunch (not even for Tom Hanks) on IRA distributions
Ed Slott separates fact from fiction about how the CARES Act will affect clients’ retirement savings
Managing risk in retirement: Lessons from COVID-19
The coronavirus is throwing a wrench in many Americans' financial plans, but advisers can help keep investors on track
More must be done to bolster Americans’ retirement savings
Tens of millions of people who just lost their jobs may need to tap into their 401(k) accounts to make ends meet
What’s the future for retirement plan adviser M&A?
Valuations might have peaked in the wake of the COVID-19 pandemic, but deals are still happening
Millennials hit hardest in this economy, report says
More than half of millennials have recently lost their income, and almost no one is planning to buy a house, a report by Hearts & Wallets found
Client anxiety about retirement planning escalates
Survey shows 93% of advisers say clients have contacted them with concerns about their retirement plans
