The challenges women face when it comes to retirement are well-documented: They earn less than men, spend more years out of the workforce providing family care, and they live longer. As a result, experts note, women often need help to… Continue reading →

A new survey by Schwab asked retirement savers what they need to improve their 401(k) saving outlook. It identified four key areas around planning. Understandably, the concerns related to some of the thorniest issues of retirement saving: setting goals, investing,… Continue reading →

A sharp rise in lawsuits over 401(k) retirement plan fees is driving up costs for business owners — and the risks are spreading to small firms, according to legal experts. The cases revolve around who is liable for whether a… Continue reading →

A recent government study finds that nearly four in 10 Americans don’t understand the fees they pay for their retirement plan at work. A national survey conducted by my firm, Rebalance, found even worse news: Even more Americans — nearly… Continue reading →

Are your employees happy with their retirement plan? They probably aren’t but can’t put a finger on why. A recent study by DALBAR may have found the answer: Employees don’t know when they can retire. Having a financial advisor and… Continue reading →

American savings for retirement marches on — at least for those who have 401(k) plans at work. Fidelity Investments reports retirement plan balances on average hit a new all-time high. The 401(k) balance is 24% higher than a year ago,… Continue reading →

All 401(k) services are not created equal. You may have had a plan in place for years and never questioned the fees and exactly what roles and responsibilities you might have toward employees. It’s time to dig in and ask… Continue reading →

More than one-third of small business owners look to change their 401(k) plan advisor, a new survey has found — more than twice the number in 2020. Business owners seek better employee communication, lower fees, solid investment insights and higher… Continue reading →

If you’re like many small business owners you probably started a 401(k) plan years ago and, since it’s been running fine, left it well enough alone.  You have a business to run, right? Shopping for a new 401(k) provider probably… Continue reading →