“As a starting point, you’ll need to estimate your retirement expenses,” said Rita Assaf, vice president of retirement ...

Based on numerous requests for plan documents from public agency clients, we know that many cannot find complete sets of their historical and current retirement plan documents that are properly ...

Forbes contributors publish independent expert analyses and insights. Joel covers retirement strategies to help plan your financial future. The transition to retirement means different things to ...

Let's apply Maslow's hierarchy of needs to financial planning to create a guide for ranking financial priorities.

Your 50s are when retirement planning stops being something you’ll deal with “someday” and becomes something you need to handle right now. I asked ChatGPT what the smartest moves are for people in ...

Congressman Morgan Griffith led a bipartisan letter signed by 47 members of Congress in support of preserving paper options for retirement documents. The letter, sent to the Office of Information and ...

Generally, for a tax qualified retirement plan to be adopted, the plan document must be signed and dated by the sponsoring employer and retained. However, in Val Lanes Recreation Center Corp. v.

Artificial intelligence seems to be everywhere, with seemingly endless applications. However, many in the retirement plan industry are still figuring out how to integrate it into their workflow. In a ...

The Office of Personnel Management wants to convert its retirement-related documents into electronic form, but it's no small task: There are about 8 million pages to be digitized. As part of a ...