401(k)

Less volatility, lower litigation risk and greater simplicity are reasons for embracing this strategy, says adviser Robert Lawton.

A majority of baby boomers polled by Bankers Life Center for a Secure Retirement say that the economy has yet to fully recover from the 2007 financial meltdown.

A Roth IRA would come ahead of a traditional IRA if employees move to a higher tax bracket in retirement.

A Roth IRA would come ahead of a traditional IRA if clients move to a higher tax bracket in retirement.

The stock market has been on a tear which helps explain the rising optimism in retirement optimism.

The stock market has been on a tear, writes a financial analyst, which helps explain the rising optimism.

Industry insiders question wisdom of reform that would limit contributions during the NAPA 401(k) Summit.

Industry insiders question wisdom of reform that would limit contributions during the NAPA 401(k) Summit.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

Investment option costs, provider performance and employee communications are some of the topics that should be reviewed.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

401(k) automation can help more employees increase their retirement savings, and empower more sponsors to improve their plan performance metrics, without negative consequences, says Spencer Williams.

Investors can expect a bill from their traditional IRA or Roth IRA if they hold non-traditional assets, such as limited partnerships.

Despite a stock market rally, it is possible that American's 401(k) returns will remain low.

The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

401(k) automation can help more employees increase their retirement savings, and empower more sponsors to improve their plan performance metrics, without negative consequences, says Spencer Williams.

The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.

One way for clients to avoid or minimize their capital gains tax is to hold investments in tax-advantaged retirement accounts, such as IRAs and 401(k) plans.

Most employees are staying the course in their retirement allocations, according to research from the Investment Company Institute.

Employers need to determine whether the investment adviser they are working with is signed on as a fiduciary to their retirement plan, says adviser Robert Lawton.