Retirement Plans

Vanguard: Working Even A Few Weeks Longer Improves Retirement Success

If clients aren't on track for retirement, working a little longer could be financially life-changing, says a Vanguard Group expert.

French Prime Minister Signals He Will Revisit Retirement Law That Led to Mass Protests

France faces a ballooning debt and deficit and a weak economy, but retirement is seen by many as a right, not an option.

Should Federally Employed Clients Take the ‘Fork in the Road’?

The offer made in a recent government memo could greatly impact federal workers considering retirement, although that’s not why it was sent.

Encourage Clients to Board the Faster ‘401(k) Train’

With your guidance and a heart-to-heart conversation, clients nearing retirement can give their savings an extra kick. (By Kimberly Foss)

Why States Are Offering Workers at Private Companies Access to IRAs

Auto-IRAs are now available in 10 states and soon will be in seven more.

Older Workers to Get ‘Super’ 401(k) Catch-Up Contributions in 2025

The catch-up contribution limit will be higher for people in their early 60s, but few can afford to take advantage of it.

401(k) Catch-up Limit Jumps For Workers in Early 60s

People in their early sixties can make higher catch-up contributions to employer-sponsored retirement plans like 401(k)s beginning in 2025.

Why Boeing Workers Rejected a New Contract: Retirement Benefits

The pension plan the union seeks could cost Boeing $300 million to $400 million more annually than what it spends on its 401(k) plan.

Goldman Survey Identifies the ‘Missing Link’ for Retirement Savers

Financial advice can offer retirement-plan participants big gains over a lifetime, a Goldman Sachs survey demonstrates.

Secure 2.0 ‘Saver’s Match’ May Boost Retirement Readiness

Another upcoming provision will let retirement plan participants dip into accounts penalty-free to buy long-term-care insurance.

Latest News

Husband-and-Wife Practice in Phoenix Affiliates With Commonwealth

Patrick Funke & Associates has $430 AUM and focuses on retirement plans.

RIA Economic Outlook Index Rises as Inflation Worries Ease

Advisors still fear a possible recession, but a major concern expressed by clients may present an opportunity.

Survey finds dangerous disconnect between G1 and G2

Advisors who don’t adequately prepare for succession risk losing their successors.

N.J. Independent Advisors Could Be Reclassified as BD Employees

The Financial Services Institute will testify against the implementation of a strict “ABC” contractor rule at a public hearing Monday.

Social Security’s Finances Erode Further and Could Spell Benefit Cuts

If Congress fails to act, the retirement fund will run out earlier than previously estimated.

Most Americans Fear Tariffs Will Hurt Economy and Wallets

A new survey reveals increasing anxiety as price increases affect groceries, clothing and everyday spending.

Survey Highlights Historic Opportunity to Empower More Women to Invest

A Capital Group study reveals four steps financial advisors can take to engage more women clients during the Great Wealth Transfer.