Bob Scherzer of World Investment Advisors joins Jeffrey Snyder to explain how employers should hire a retirement plan advisor. Learn why advisors matter, the difference between ERISA 3(21) and 3(38) ...

Roughly half of America’s workforce lacks access to a retirement plan—and the majority of employers not offering plans are small businesses. According to the U.S. Census Bureau and the U.S. Small ...

It was another interesting year for developments that can impact the plan consulting business. We asked several industry participants for their thoughts on the year’s events and trends. Wealth ...

Plan sponsors are increasingly turning to advisors to help them navigate a complex retirement landscape, according to Fidelity Investments’ latest Plan Sponsor Attitudes Study. The annual survey, now ...

Regulatory changes, litigation and even the COVID-19 pandemic have made the value of retirement plan adviser support even greater. Over the past two decades, advising for employer-sponsored retirement ...

Whether you want to retire a few decades or a few years early, having a financial plan is crucial. Many, or all, of the products featured on this page are from our advertising partners who compensate ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more. We ...

Fidelity’s 2026 Retirement Planning Study lands at a moment when Americans have plenty to be anxious about. The University of Michigan Consumer Sentiment Index sat at 49.8 in April 2026, deep in ...

The consequences of one early choice will show up years later.

With the OASI trust fund projected to run dry by late 2032, three advisors explain how to stress-test plans, reframe the ...