Just as water finds new pathways, recent SECURE Act rules on long-term, part-time employees (LTPTE) are carving new channels in retirement planning. Our latest cover story by Shannon Edwards dives ...

According to a report from the Public Research Retirement Lab (PRRL) in which they compared retirement investors who use one fund and those that use multiple funds, TDFs are more popular with younger ...

Addressing financial precarity can help protect the integrity of employees’ retirement accounts, Leana indicated. “People with financial cushions are less likely to take a loan or make an early ...

Asserting that a recent excessive fee suit is “just one of many in a wave of ERISA class-action complaints designed to extract costly settlements…” — the U.S. Chamber of Commerce and a couple of ...

Odd to admit this in Financial Literacy Month, but I’ve been a financial literacy skeptic.

In a recent webcast, industry experts offered a deep dive into cash balance plans — a tool they argue expands the universe of ways by which one can save for retirement.

Add financial literacy to the list of things that decline with age. A high-profile researcher at the University of Pennsylvania’s Wharton School has found that as people age, their financial literacy ...

Estimates by The Senior Citizens League (TSCL) based on consumer price data for March predict that the 2026 COLA will be 2.3%, which is 0.1 percentage points higher than last month’s prediction and ...

Not long ago, I picked up a book that states “why (almost) everything you know about the US retirement system is wrong” — and it’s definitely worth a read. The book — entitled The Real Retirement ...