401(k)

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

One important somber step for 40-something clients is to consider what happens to their assets when they die.

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.

One easy measuring stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.

Regulations regarding ERISA disability claims should lead to a better administrative record for review during future lawsuits.

The proposed new Roth health savings account is designed to help people cover health insurance premiums and out-of-pocket medical costs.

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.

Employees aren’t saving enough for retirement. But employers can help by offering auto-enrollment and auto-escalation.

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.

Two-thirds of all Americans don’t contribute anything to a 401(k) or other retirement account available through their employer.

Regulations regarding ERISA disability claims should lead to a better administrative record for review during future lawsuits.

One of the biggest mistakes that can be made is starting off by simply accepting the service provider’s form service agreements, says benefits lawyer Carol Buckmann.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.

Plan sponsors should always respond to employee inquiries in a timely way and correctly file Form 5500, says retirement adviser Robert Lawton.

Employees aren’t saving enough for retirement. But employers can help by offering auto-enrollment and auto-escalation.

The average plan balance rose to $92,500 at the end of the fourth quarter, Fidelity Investments reports.