Retirement planning

For the first time, more than half of all 401(k) contributions will go into target-date funds, research firm Cerulli Associates estimates. It projects the assets in target-date funds to hit $2 trillion by 2019.

With a spousal-sharing rider, couples are betting that they won't both need LTC at the same time.

Maximizing savings in tax-deferred accounts may lead to an abrupt increase later in both income and income taxes. Here are a couple of ways to help clients steer clear.

Helping older clients understand that it would be wise to change their place of residence is a knotty and sensitive task.

The financial industry and the White House are gearing up for a fresh battle this spring over investment advice for retirement savings.

Long-term care costs are rising steadily nationwide, but the costs vary significantly across the country, within each state and by the type of care needed.

By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios.

By taking a "glass half-empty" approach on the fiduciary issue, regulators are doing investors and advisors a disservice.

Advisors who are helping clients prepare themselves financially for retirement are only doing part of the job needed.

American workers and retirees are expressing higher confidence about their ability to afford retirement this year, even though there is little sign they are taking the necessary steps to achieve that goal, according to a new survey.

Amid flagging confidence in retirement security, advisors can change the conversation by focusing on outcomes and planning for sustainable income.

Federal authorities for the first time have directly included rollovers and IRAs in their latest fiduciary standard proposal, and that could have a huge impact on firms in a fast-growing and profitable segment of the retirement savings industry.

Advocates for a new, stricter standard say momentum is on their side, while opponents argue that the rule-making process is too hasty.

As the DoL proposal enters the public comment period, here are two things 401(k) professionals and advisors concerned with how to comply should keep in mind.

The much-anticipated DoL proposal extends a fiduciary standard to thousands of brokers and advisors providing investment advice on retirement accounts without barring certain types of compensation. But details on enforcement are still forthcoming.

New research finds that advisors can play a critical role in alleviating some of boomers' retirement anxiety -- even if they may underestimate how long it takes to build client trust.

Retirement product providers say that they continue to struggle with reluctant employers and misinformed employees about the benefits of their offerings.

Despite fears of rising interest rates, long-term Treasury bonds are worth considering.