Tag: Post Retirement

One-quarter of people in the 18 to 29 age bracket are planning on drawing down from Social Security in their retirement.

As people age, the percentage dissatisfied with their approach to retirement, in terms of timeliness, increases.

Plan sponsors from across the U.S. will gather in Washington D.C. next month for the annual PLANSPONSOR National Conference—presenting a tremendous opportunity for client networking and shared problem...

Plan sponsors can provide participants with a variety of tools to help them determine whether they are on the right track to retire on time.

However, the overwhelming majority have not tried to figure out the expense.

The lack of retirement savings could in part be due to prioritizing short-term financial considerations, a survey suggests..

Those who have received an inheritance have more positive feelings about retirement.

“Although more women are taking the reins of their household finances, divorce and widowhood remain significant roadblocks to achieving true financial security,” according to a new study from...

Providers are enhancing managed accounts with new features and are seeking to maximize the benefits of these solutions in order to outweigh their costs. 

At 54%, this confidence about retirement is the highest in a decade.

Forty-three percent of pre-retirees who work with an adviser feel well prepared for retirement, compared to 21% who have no adviser.

Twenty-seven percent of parents surveyed say they have withdrawn from retirement savings to help cover student loan payments.

However, when real estate is considered, households may be in better shape for retirement than anticipated, according to Hearts & Wallets.

Many plan to make financial sacrifices in retirement, a survey finds.

Keeping someone of retirement age on the payroll costs an additional $50,000 a year.

For loans that are not repaid by retirees, Social Security payments can be garnished.

Very few believe the economy has fully recovered, and many say their savings and salaries are lower than before the Great Recession.