401(k)

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Employers should consider having a financial wellness education plan, the right investment adviser and full automation in place by year-end, says Robert Lawton.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

A new Guardian study identifies specific behaviors of the most fiscally confident Americans.

Plan participants should know how to roll-over their 401(k), says Retirement Clearinghouse’s Spencer Williams.

The one-size-fits-all approach may not suit everyone as circumstances vary. Investors may consider a managed account, plus a robo, which is an inexpensive alternative.

Stricter guidelines around 401(k) loans, more online and on-demand benefits education and regulatory changes are emerging themes this year, says Fidelity’s Meghan Murphy.

A new Guardian study identifies specific behaviors of the most fiscally confident Americans.

With the full retirement age increased, the advantages of waiting until age 70 have been somewhat diminished.

With the full retirement age increased, the advantages of waiting until age 70 have been somewhat diminished.

Proponents of defined-contribution plans envisioned them as supplements to defined benefit plans; they didn't anticipate that 401(k)s would largely replace pensions.

Proponents of defined-contribution plans envisioned them as supplements to defined benefit plans; they didn't anticipate that 401(k)s would largely replace pensions.

With the potential for litigation that has plagued plans like NYU’s on the rise, it’s ‘time to clean up’ fiduciary activity in this sector, say industry experts.

Bloomberg View Columnist Megan McArdle explores if the retirement savings plan was 'a tragic mistake.'

With the potential for litigation that has plagued plans like NYU’s on the rise, it’s ‘time to clean up’ fiduciary activity in this sector, say industry experts.

Many Americans are facing bleak retirement prospects as a result of the current do-it-yourself retirement system.

Many pension plans are facing financial woes, with many of them reducing pension payouts to their beneficiaries.

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.