Millions of Americans retired sooner than they anticipated because of Covid-19, but applications for Social Security benefits are roughly flat. What gives?

Some recent studies detail the fragility of retirement plans’ condition.

A new study finds 45% of investors aged 18 to 35 are waiting for more “normal” times to start saving.

Many overpay by choice to get a fat tax refund, but fine-tuning withholding can help cash flow now.

Accurate participant data is a valuable asset to many retirement plan providers.

Advisors are increasingly adopting specialized programs that offer more flexible scenario analysis and can perform more complex planning for optimization of benefits.

Designated beneficiaries may be disregarded in certain situations.

Is there a relationship between owning an annuity and how likely a DC participant is to trade their account during times of market turmoil?