The transition to retirement means different things to different people as does the actual age in which people turn the page to a new chapter in their life. Many factors contribute to this ...

January is a natural reset point. Annual statements go out, Medicare plans reset, and tax season looms. It's also a smart time for retirees and near-retirees to review the documents that outline ...

A will, power of attorney, health care directive and an information document are some of the important papers clients should prepare as part of their retirement and estate planning, a CFP writes at ...

Based on numerous requests for plan documents from public agency clients, we know that many cannot find complete sets of their historical and current retirement plan documents that are properly ...

It’s 2018. Do you know what your IRA beneficiary forms say? Have you appointed someone as agent under a financial power of attorney? It’s easy to overlook such details. But reviewing retirement ...

Basic Plan Document - Fidelity 403(b) Pre-Approved Plan(pdf) Faculty, Professional and Administrative Staff -Adoption Agreement Fidelity Basic Document #1 56066 (pdf) Nonexempt Employee, - Adoption ...

You may receive a message like this from a former employee.“Could you send me the document that shows I have resigned?”This ...

An financial planner explains the nine essential estate planning documents your family will need if the unthinkable happens.

January is a natural reset point. Annual statements go out, Medicare plans reset, and tax season looms. It's also a smart time for retirees and near-retirees to review the documents that outline ...