Retirement Advisor

Over half (54%) of employees approaching age 65 will likely seek guidance about Medicare from their employer, and one of the most common questions employers are likely to encounter from employees is: "When can I enroll?"

Investors may want to consider replacing a portion of their core bond portfolio with a fixed-income annuity or qualified default investment alternatives, like target date funds, balanced funds and managed accounts, says Nuveen.

Litigation is on the rise around employer retirement plans, so an understanding of the most common mistakes made by others is a great way to avoid losses for both your employees and your organization.

Last week, an earlier lawsuit was amended to include another former employee and more details over claims that Twitter (now known as X) denied severance benefits promised to employees, in violation of ERISA.

The repeated use of small loans by participants to cover immediate expenses is draining retirement funds, however, implementing an emergency savings program is one way employers can help address this issue, says a new report.

Acting commissioner Kilolo Kijakazi testified at a congressional hearing on Wednesday at which House members faulted SSA for issuing billions of dollars of overpayments, then demanding that beneficiaries pay the funds back.

Roughly half of U.S. workers have a good grasp on the attributes of HSAs: 61% say it's a way to save for future health care expenses, but only 25% said it's a way to invest money for health care expenses in retirement, says a new study.

Automatic enrollment and automatic annual increases have driven participation rates in 401(k) plans held by Vanguard to an all-time high with record plan participation of 83% in 2022, according to a new report.