Retirement Advisor

Members of a Senate panel that oversees Social Security sent a letter to the agency's acting commissioner, urging her to do more to prevent overpayments and "limit harm to vulnerable beneficiaries" when trying to recover money.

IBM's recent announcement to switch to a "hybrid" model of defined benefit plan could make the case to bring back a version of the classic retirement benefit, which could be a powerful tool for retention in a tight labor market.

Be sure to join us on Wednesday, December 6 as industry thought leaders discuss what to expect in the benefits industry during 2024.

From the era of guaranteed lifetime pensions to the modern 401(k), pension risk transfers have become the linchpin connecting the past, present and future of retirement benefits – and allows firms to offload the burdensome legacy.

More and more public sector workers are relying on DC plans for their retirement savings, however, half of them in their 60s had less than $40,000 in their account balances, according to new research from EBRI.

Drip marketing works. That's why employers need to continually show employees more and more reasons why they should save for retirement, using a variety of signs, email campaigns and text messaging.

Low earnings was identified as the number-one biggest roadblock (41%) for retirement, while the majority of Americans (53%) feel they're lagging behind their peers in savings, according to a new survey.

The idea of retiring on $100,000 a year should get employees' attention and can be a good lead-in to financial wellness training sessions on two of the "building blocks" of retirement – Social Security and investing in 401(k)s.