Effective retirement date (day after your last day on the payroll) Your last day at work (last day on the payroll) Add your person number Sign and date the memo Make a copy for your records Submit ...

In our most recent Retirement Plan Landscape report, we examine 10-year trends in the private-sector workplace plan market, covering both defined-benefit and defined-contribution plans.

Take David and Linda, for example. They're a couple in their early 60s who worked hard and saved well. They felt confident ...

Longevity risk is a big threat to your retirement, but there are several strategies to protect yourself from running out of ...

Planning for retirement isn’t just about crunching numbers and growing your nest egg; it’s about achieving a balance between living well today and securing financial freedom for tomorrow.