Most Middle-Income Boomers Feel Unprepared for Retirement: Survey
Just 31% of middle-income boomers feel prepared for retirement now compared to 41% before the financial crisis, according to a Bankers Life survey.
The Almost ESOP Small-Business Succession Strategy
An ESOP alternative using a modified DB plan structure may provide a viable option for small-business owners trying to transition the company (and minimize taxes).
For Self-Employed Workers, Retirement Is Flexible
Self-employed Americans value flexibility in their work and are looking for that same quality in their retirement, according to a study.
How Do US Retirees Compare to Global Counterparts?
A Vanguard report looks at retirement attitudes in four countries.
Savers Oppose Eliminating 401(k) Tax Incentives: ICI
"Tax-favored savings are an extremely important underpinning of the successful 401(k) system," says ICI's Stevens.
Buffer Annuities: The Good, the Bad, the Ugly
This cross between an indexed annuity and a variable annuity has gained attention in the investment world—and not all of it positive.
30 Best Large 401(k) Plans in 2016: BrightScope
BrightScope has released its annual ranking of the best plans, with new entrants including the NFL Player Annuity Program.
Betterment for Business Advisory Board Adds Google Benefits Director
John Casey, employee benefits director at Google, joins three other board members to help guide Betterment's 401(k) business.
Dalbar: Active or Passive Funds? 12 Factors to Consider (Beyond Fees)
Dalbar crunches the numbers and weighs pros and cons of the fund types over time, and the results should surprise advisors and their clients.
How Behavioral Economics Can Help You Retire Rich
In Dan Ariely’s world, small changes can have a very big impact.