Retirement Planning

Common questions and answers on the new requirements.

The acquisition brings Captrust a larger presence in Northern California and continues its strategy of combining retirement plan services with wealth planning.

The much-ballyhooed SECURE act has been in effect for one year; what does that actually mean?

Today, roughly 1 in 5 adults aged 65 and older remain on the job, according to the Bureau of Labor Statistics. In the mid 1980s, the ratio was closer to 1 in 10.

A checklist to starting off the new year without any unintentional missteps.

The digital estate planning platform's leadership team will remain intact. NGL CEO Knut Olson says the deal is an "investment, not an integration."

The so-called ESG rule, or “Financial Factors in Selecting Plan Investments,” was the only Department of Labor rule listed for review by President Joe Biden’s transition team.

What does the future of Social Security and Medicare look like for your clients under the new Biden administration and a Democratic Congress?

Just because a client wants to live somewhere doesn’t mean they really should.

Industry leaders weigh in on what trends plan consultants should monitor in the year ahead.