Retirement Advisor

Employees want help to pay off debt, create an emergency fund and tackle retirement planning, but trust is key: Here are 7 ways to respect their privacy with the right third-party provider.

Student loan match, emergency savings and 529-to-Roth IRA rollovers are provisions in the new law that can alleviate some of the stress workers face when trying to balance their current needs with future financial security.

Kilolo Kijakzai apologized to Congress for understating the extent of the agency's overpayment problem at a hearing, as the Senate voted yesterday to confirm former Maryland Gov. Martin O'Malley as the new commissioner.

The lawsuit, filed on behalf of UnitedHealth's 200,000 current and former employees, alleges CFO John Rex interfered with the company's decision to drop "one of the worst-performing target date options in the entire market."

The SSA has demanded money back for overpayments from more than 2 million people a year — twice as many people as acting commissioner Kilolo Kijakazi disclosed at an October congressional hearing.

Since only 37% of Americans feel confident that they would be able to retire, it's imperative to meet employees where they're at when confronting their retirement planning options, according to a new survey.

The Senate Finance Committee, which oversees Social Security, plans to meet with the agency every month to address SSA's attempt to claw back $21.6 billion in overpayments sent to beneficiaries in error.

Despite consistent contribution levels, many participants have been increasingly tapping their retirement savings - and avoiding foreclosure and paying medical expenses were given as the top two reasons, says Fidelity.