Retirement benefits

A credit scare last month could have been a momentary blip, but financial advisors have always known there are a lot of risks in private investments.

An expert adviser explains the many considerations to take into account before deciding on this as an option for employees.

Public-sector pensions are shifting more risk onto employees through hybrid designs, variable contributions and COLA changes, transforming retirement planning for millions.

Millions of small 401(k) balances end up in safe harbor IRAs, where fees and low returns erode growth. But advisors can help reclaim lost savings.

Business owners often can't rely on standard retirement strategies. Advisors explain how goal-setting, diversification and exit planning can secure their financial future.

Rising costs and competing financial priorities are making it harder for younger workers to save for retirement. Goldman Sachs highlights six strategies to help clients get on track without simply "saving more."

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.

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.

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.

New Fidelity research reveals how university professors approach retirement differently, offering key insights for financial advisors.