A good 401(k) program helps employees save more, pay less in fees, and make smart investment choices. As trusted advisors, RIAs need to know which employers offer the strongest options for clients. In ...

Not even half of workers are on track to maintain their current lifestyle in retirement. Retirement preparedness differs by generation—and the results may surprise you.

Managing your own retirement savings works great when you're just starting out. Max out your 401(k), pick a target-date fund and watch your balance grow. However, as you approach your golden years, ...

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. Phased retirement is a more gradual shift into your retirement phase ...

A holistic financial plan goes beyond savings and investments to include taxes, risk management, retirement goals and legacy—here’s how to approach it Written By Written by Staff Money Writer, WSJ | ...

Plan sponsors are increasingly turning to advisors to help them navigate a complex retirement landscape, according to Fidelity Investments’ latest Plan Sponsor Attitudes Study. The annual survey, now ...

Forbes contributors publish independent expert analyses and insights. Juan Carlos Medina, CFP, focuses on holistic financial wellness. For decades, retirement planning has followed a simple formula: ...

Retirement planning often assumes life will stay relatively stable and follow a predictable path.

One of the biggest challenges HR and executives face is preparing for the retirement of long-tenured employees while ensuring the retention of critical institutional knowledge. As retirement rates ...

Retirement planning is still often shaped by convenient rules of thumb, many of which no longer align with today's realities. J.P. Morgan's latest "Guide to Retirement" report underscores just how ...

For years, employee benefits have revolved around predictable staples- healthcare coverage, paid time off, and the occasional bonus. While these remain essential, the workforce’s expectations are ...

The Committee for a Responsible Federal Budget estimates that Social Security payments will be reduced by 24% in 2032 unless the current system is reformed. A 24% reduction in benefits could result in ...