401(k)

Underestimating longevity is one of the blunders that clients should sidestep when preparing for retirement.

If they file for Social Security, they should expect 26% less than they would get if they wait until their full retirement age.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Anticipation of auto enrollment features is expected to change the way advisers serve their clients.

Employees who invest heavily in company stock are commingling their financial capital with their human capital, and making their financial plans unnecessarily risky along the way.

Employees who invest heavily in company stock are commingling their financial capital with their human capital, and making their financial plans unnecessarily risky along the way.

Industry leaders share how employers can maximize plan potential while steering clear of common pitfalls.

A typically "balanced" portfolio (with 60% in stocks and 40% in bonds) yielded a return of 4% or more just 66% of the time.

A typically "balanced" portfolio (with 60% in stocks and 40% in bonds) yielded a return of 4% or more just 66% of the time.

Dream Forward 401(k) partners artificial intelligence with human advisers to improve customer experience.