401(k)

Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.

Changing a Medigap plan during the open enrollment could be costly for clients, especially when the switch happens outside the initial six-month window.

Tell clients in this situation to make sure they know key dates and review their statements to confirm the amounts are accurate.

Tell clients in this situation to make sure they know key dates and review their statements to confirm that the amounts are accurate.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

The average 401(k) balance gained for the second quarter in a row, inching up 2%, to $90,600. That amount is a 7% jump from 2015's third quarter and up from an average of $64,300 five years ago.

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.

Employers need to talk to their financial adviser to learn whether his fiduciary relationship will be changing.

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.

Which retirement plan is best for employees? It depends on a number of factors, explains adviser Robert Lawton.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

The tech giant increased the company’s 401(k) match program, matching 50% of employee deferrals up to $9,000 per year.

Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.

Which retirement plan is best for employees? It depends on a number of factors, explains adviser Robert Lawton.

Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.

The tech giant increased the company’s 401(k) match program, matching 50% of employee deferrals up to $9,000 per year.

Commodities aren't a good inflation hedge, according to one expert. Instead, talk to clients about TIPS or even some securities.

Commodities aren't a good inflation hedge, according to one expert. Instead, talk to clients about TIPS or even some securities.

Many employees believe they can consistently outperform market averages by applying a little of the right knowledge, says retirement adviser Robert C. Lawton.