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Starting in 2026, high earners over the age of 50 must make 401(k) catch-ups after-tax. Savers may not be celebrating, but advisors say the shift will benefit them over the long term.
11h ago -
At 50, a Seattle-based financial professional has the means to retire by 60. Advisors say the plan is realistic, but one significant challenge stands out.
September 26 -
New Fidelity research shows a surge in plan sponsors offering financial wellness programs that could overlap with traditional advisor services, raising questions about future roles.
September 23 -
As college costs rise, parents are resorting to increasingly costly means to pay for their children's educations. Financial advisors say the loss in retirement savings is rarely recovered.
June 30 -
A new TIAA Institute survey found that a vast majority of 401(k) plan participants are interested in accessing fixed annuities through their retirement accounts. Plan providers are listening.
June 23 -
A softening stance from the Trump administration could lead to a rise in the availability of cryptocurrency investments in 401(k)s. While some plan sponsors are considering crypto, they emphasize that investor demand will play a significant role in their decisions.
June 9 -
Retiree income in the U.S. lags far behind the national median for household earnings, but these top cities are bucking the trend, according to a new SmartAsset study.
May 27 -
Novel legal theories and a lower bar for plaintiffs could unleash an explosion in ERISA-based lawsuits against 401(k) plan providers.
April 29 -
From "super catch-ups" to the saver's match to "Rothification," 2025 looks to be a bumpy year for retirement nest eggs.
April 8IRALOGIX -
American workers have an abundance of retirement accounts to choose from, but which are best? Even experts disagree on the ideal mix of retirement accounts.
April 3