Notes on Retirement

The defined benefit pension: the golden age of retirement security, or not so much? It’s a key question in the debate about the retirement security crisis facing so many Americans. The percent of households working in the private sector with ...

Company stock in retirement plans has been falling out of favor in the post-Enron era. But the concentration of employer stock in 401(k) plans is higher today than you might think. The numbers should raise red flags for advisers aiming to...

If you’re getting more client questions these days about Social Security and know you need to bone up, a comprehensive - and enjoyable - way to do it has just surfaced.

There’s no better way to improve the odds of achieving a secure retirement than working longer

Your clients probably think they know more about how their retirement plan works under the hood than they really do.

If you have clients struggling to meet retirement goals, working longer is an attractive way to change the math. Extra years of work open the door to higher monthly Social Security benefits via delayed filing, additional retirement contributions ...

Private-sector employers have been moving away from traditional defined benefit (DB) pension for decades, and now they’ve got fresh motivation to stop offering them: rising worker longevity. The Society of Actuaries (SOA) released the long-await...