Australian Retirement Trust and its insurer have overturned an AFCA ruling that tried to backdate a TPD benefit, after the ...

Most people expect to retire in their 60s or 70s, but Fat FIRE enthusiasts aim to leave the workforce much earlier while ...

A living trust allows you to partially avoid the probate process, which helps your beneficiaries. But certain assets should ...

American Trust Retirement, a provider of retirement plan solutions to advisors serving the small- and midsize plan market, has launched a new program to enable advisors to more efficiently offer ...

With the Social Security Administration facing a looming funding crisis over the next decade, it's clear that the next U.S. president — either Democratic candidate Kamala Harris or Republican ...

Cash balance pensions are growing in popularity, but are they really a reliable strategy for securing wealth in retirement?

PITTSBURGH--(BUSINESS WIRE)--American Trust Retirement, an AmericanTCS business and a leading, full-service provider of retirement plan solutions to advisors serving the small- and mid-sized plan ...

Add Millennium Trust Co. to the list of those increasing and enhancing the portability of their retirement offerings. Millennium Trust said Wednesday it will soon add an optional auto-portability ...

So 13 years ago, Bamburg set up a special needs trust for Joel, who is now 25. "The trust will provide for Joel when I'm no longer around to take care of him," she says. Because the SNT owns the ...

American Trust Retirement, a provider of retirement plan solutions to advisers serving the small- and mid-sized plan market, unveiled its WorkSaveRetire program, which brings together various existing ...