Retirement Planning

Industry leaders give their thoughts on the key developments that retirement plan consultants should monitor in 2019.

Few married couples retire at the same time; the discordant pattern has major implications for the way that advisors work with married clients.

The state has two bills in play; one would establish an auto IRA program similar to Oregon's, while a second plan would be modeled after Washington's online marketplace.

The Big Apple's program would require employers to either offer a retirement plan or auto-enroll their workers into the city's plan.

When the government reopens, a new House rule could raise the hurdle for legislation meant to encourage retirement savings.

WealthManagement.com asked several retirement plan industry leaders for their thoughts on the key events and emerging trends from 2018. Here are their thoughts.

Those who own the most equities don’t have a lot of time to recover before retirement, and are likely to sell into any rally.

It might be better to take the cash from mutual fund distributions.

A soft launch of the healthcare planning software meant for the public this month will allow the firm to test drive how the application performs with larger numbers.