Your total retirement blog

Get news updates and commentary from financial professionals and leaders on markets, trends, total retirement solutions and more.

    InvestmentsRetirement readiness

    Why clients need a formal, written retirement plan

    "What gets written gets done."  You’ve likely heard this popular phrase. Perhaps you’ve even taken it to heart and written down your own health and fitness goals or career objectives.

    May 15, 2024 | 3 min read

    WellnessFinancial literacy

    Improving employees’ financial wellness may boost company performance, too

    Many employers promote health and wellness among their workforces. Some even offer fitness classes, provide ergonomic workstations and encourage mental wellness by promoting a good work-life balance.

    May 01, 2024 | 2 min read

    Practice managementRetirement readinessMedicare/Social Security

    How to help retirees anticipate expenses in retirement

    Understandably, financial professionals and their clients often focus on potential returns and projected income in retirement. In addition to leveraging traditional investments and employer-sponsored plans, clients are encouraged to strategize their timing for claiming Social Security.

    April 17, 2024 | 3 min read

    Subscribe to our blog

    Stay in the know. Provide your email address and we'll send you a notification whenever we publish new content.

    Retirement readinessMedicare/Social Security

    The right retirement age? Go beyond Social Security timing

    A lot of emphasis is placed on calculating Social Security benefits as part of a retirement strategy. And rightly so.

    April 03, 2024 | 3 min read

    FiduciaryMedicare/Social Security

    Personalized investment advice helps 401(k) savers

    The unemployment rate has remained below 4% for the last year or more, emphasizing the labor shortage that continues to be a pain point for organizations looking to fill open positions.1 Wanting to stand out from the competition, some employers are strengthening their benefits packages to include flexible work environments as well as better salaries and health benefits.

    March 27, 2024 | 3 min read

    Practice management

    How financial professionals can leverage increasing demand for their services

    The skies are looking bright in the finance world. For financial professionals, the U.S. Bureau of Labor Statistics anticipates 13% employment growth between 2022 and 2032 — a figure that’s significantly faster than the average for all occupations.1 

    March 20, 2024 | 3 min read

    Retirement readinessPlan design

    Pension plans? Retirement survey shows changing retirement landscape

    Many workers today have the opportunity to participate in an employer-sponsored 401(k) retirement plan. And employers continue to leverage these types of retirement benefits as major recruitment tools.

    March 13, 2024 | 2 min read


    2023 Retirement Participant Education Survey results & insights

    How prepared are employees for retirement, and are they aware of all the resources available to assist them with their planning?

    These are some of the questions we sought to answer in our 2023 Retirement Participant Education Survey. Our biennial study is designed to help plan sponsors and financial professionals understand opportunities in educating employees on their unique personal financial education needs.

    March 06, 2024 | 3 min read

    InvestmentsRetirement readinessPlan design

    What is your retirement language?

    As a financial professional, you’re well versed in the lingo and jargon of the industry. Terms like “fiduciary” or “pension risk transfer” may roll off your tongue with ease. You’ve also gained a full understanding of the importance of taking action ahead of retirement to ensure comfortable living. Those you advise or guide through defined contribution plans, however, may not be nearly as versed as you.

    February 28, 2024 | 3 min read