Healthcare

A Roth IRA is an excellent savings vehicle for older people as it is for younger clients.

To qualify for tax credits, an employer must have a written policy that provides at least two weeks of paid leave for employees.

Reasonable costs, healthy account balances and a high percentage of employee participants are attributes of great retirement plans.

Companies should build a culture of tolerance, educate employees so they can challenge misconceptions and offer benefits that make seeking care convenient and private.

Plan sponsors should inquire about their adviser’s compensation, professional credentials and educational background, says retirement expert Robert Lawton.

Participation rates are way up, presenting advisers with new opportunities.

Prudential plan participants can now use Amazon’s digital voice assistant to keep track of their savings progress.

EBRI analysis of five surveys show enrollment trending down over the past decade, but bullish signs persist.

The 32-year-old vice president of the technology practice at Parker, Smith and Feek motivates employees to seek high quality providers for affordable procedures.

HUB International adviser Melissa Koontz works to oppose legislation that undermines her Washington state school district clients.