Magazine Articles

Most workers now expect to retire on time

Insurers scrutinize potential customers more carefully

A look at trends among retirement plans

Bill Beardsley, head of Retirement Partners at LPL, gives his take on the firm’s decision to close the Worksite Financial Solutions program, and on his plans for lasting...

A shared vision for the future drives deals

Will it, as believed, provide a competitive edge?

Most believe in overlooking short-term risks

Tailoring the plan helps sponsors diversify investments

Participants can more their entire balance or a portion of it

8 out of 10 households could be fine—if costs could be reduced

Minimizing the government's take is key

Covering Health Care in Retirement A 65-year-old couple retiring this year will need $280,000 to cover health care and medical expenses throughout retirement. This is a 2% increase...

... But few believe they are saving enough

40% have stored up nothing for that day

Health care, basic living and taxes each cost more than retirees expected

A mere 27% have a formal plan, but within 5 years of retirement, it's 40%

Advisers like the lower fees of passive, plus the upside of active, investing

The connection even affects how retirees manage their money

Only 25% think life after work will be better

Americans credit DC plan features with helping them save