Discover the emotional journey of retirement through six stages, from planning and celebration to reorientation and finding ...

A retirement letter serves as an official declaration of your departure from a job, giving your employer ample time to find a replacement or allocate your duties elsewhere. This strategy ensures a ...

Plan sponsors are increasingly seeking solutions that provide enough retirement income for the most participants, but powerful forces can sidetrack progress toward that goal. Retirement assets also ...

Office of Personnel Management officials hope a new document for federal employees planning their retirement will reduce frustration with the complicated and often lengthy process—and maybe help ...

Planning for retirement can seem complicated, intimidating and completely overwhelming at first. But by taking just a handful of small, simple steps, anyone can pave a path to the retirement of their ...

Many federal employees dream about the day they can start their life after government. If this is your year for retirement and you’ve already set a date, then it’s time to begin the process of ...

As employee benefit advisers, financial advisers and insurance agents, our job is to help employees prepare for a financially secure retirement as seamlessly as possible. For plan sponsors, this also ...

Retirement plan sponsors should be aware of a new rollover process proposed by the IRS pursuant to Notice 2026-49 (the “Notice”) intended ...

But there is one more area they should be considering: the rollover process for retirement plans. Advisers should be prepared to discuss both the benefits and drawbacks of rollovers from a company ...