Saving for Retirement
Learn about traditional and new methods of saving for retirement, including products and ideas on how advisors can help clients save for retirement.
5.6M Small-Business Workers Gain Access to Retirement Plans
By Alan GoforthThese workers historically have been far less likely than those at larger firms to have retirement benefits.
February 20, 2026
Lawsuit Accuses Stifel of Mismanaging Its Employees' 401(k)The suit contends Stifel kept two poorly performing funds in the plan for over a decade.
February 20, 2026
Fidelity to Pay Nearly $1.3M in Damages Over Structured ProductsClients said the firm committed breach of contract and fiduciary duty in connection with their investments.
February 18, 2026
How Losing a Job After 50 Affects Retirement PlanningIf your client finds themselves heading toward full or partial retirement sooner than expected, here's how to help.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.
February 17, 2026
Pacific Life Sold Complex IUL Policy as Retirement Strategy: LawsuitTwo retirees say they were induced to liquidate $1.5 million in savings to purchase an unsuitable insurance product.
February 11, 2026
IRAs Hold More Assets Than 401(k)s, and That's a Problem: Alicia Munnell"The growing role of IRAs has resulted in a much less effective retirement system," the retirement expert says.
February 11, 2026
401(k) Balances Rose 13% in 2025The average balance topped $113,000, according to Bank of America.