401(k)

New lawsuit challenges Fidelity’s practices, says benefits lawyer Carol Buckmann.

While clients experience various benefits as they age, they still owe taxes after exiting the workforce.

New lawsuit challenges Fidelity’s practices, says benefits lawyer Carol Buckmann.

Retirees may want to roll over a portion of their traditional IRA into a Roth IRA or use their IRA funds to buy a qualified longevity annuity contract.

Retirees may want to roll over a portion of their traditional IRA into a Roth IRA or use their IRA funds to buy a qualified longevity annuity contract.

Major home and car repairs are among the unexpected expenses that catch many retirees financially off-guard.

Major home and car repairs are among the unexpected expenses that catch many retirees financially off-guard.

Employers should work with roll-in service providers to make the task easier for current and former employees.

Many plan sponsors are making the wrong choice because they aren't looking at the right credentials, says adviser Robert Lawton.

Retirement plans lose touch with almost a million workers a year.