There are many free and paid digital tools available to help you track retirement savings and budget for the future. Retirement planning tools vary in complexity, with some offering a simple overview ...

Technology can help you run your business more efficiently and produce better results for your clients. A majority of advisors, 84%, use financial planning software to better serve their clients, ...

Retirement plans that have long-term future needs into consideration can obviously be complicated and messy, so retirement software organizes that murky information into simpler, straightforward ...

With Social Security, investment income, RMDs, annuities and pensions, it can be hard to keep track of money coming and going You need some kind of visualization for retirement spending that ties all ...

OnPointe Software is now releasing OnPointe Retirement Planner, which can be bundled with its Risk Analyzer software suite. OnPointe Retirement Planner is a robust retirement planning application with ...

Asure Software has announced a strategic partnership with PensionBee to provide employees of Asure's payroll and HR clients with a simplified way to manage their retirement savings by consolidating ...

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...

TROY, Mich.: 12 Sept. 2024 —As more retirement plan customers rely on digital channels for their primary means of interaction, digital experiences will be critical in supporting actions that support ...

Learn about qualified retirement plans, their two main types—defined benefit and contribution—and the tax benefits they offer for both employers and employees.