Retirement

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.

After establishing an automatic enrollment program, employers should implement new features to fine-tune employee retirement savings plans.

After establishing an automatic enrollment program, employers should implement new features to fine-tune employee retirement savings plans.

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.

With President Trump focused on healthcare reform and the DOL stepping up audits, advisers and employers should monitor plans closely.

Hiring an outsourced plan administrator to do a job that can be handled by a TPA is unnecessary and even redundant.

Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.

Chris Christie, a Republican with less than 11 months left as New Jersey’s governor, must find a way to balance his final state spending plan after cutting taxes, pledging a higher pension contribution and disclosing a revenue shortfall.

How digital marketing firm Underground Elephant keeps its workers happy and loyal in a field looking to recruit and retain staffers.