401(k)

Dividend income is taxed lower than interest yields. And for the federal taxes that apply, clients can take steps to minimize those as well.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

Congress is considering a proposal that would allow small companies to create a multiple-employer retirement plan to enable their workers to build their nest eggs,

Closer examination of seven key segments helps predict attitudes and preferences for wellness programs.

AT&T, Boeing, Costco, IBM and JPMorgan Chase are among the country’s leading retirement plans based on plan-year-end net assets as of April 9, according to miEdge data.

Employees who intend to leave a legacy to their loved ones should consider using a Roth IRA.

To the ire of some advisors and trade groups, states are getting in the retirement offerings space. Lawsuits are sure to follow.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

Plan sponsors should inquire about their adviser’s compensation, professional credentials and educational background, says retirement expert Robert Lawton.

The firm’s new product, Fidelity Personalized Planning & Advice, gives plan sponsors another way to help employees save more for retirement.