Retirement

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.

Five months from implementation, it is time to review service agreements with employers.

Companies need to look at the entire scope of their workers’ monetary priorities before they can offer guidance, advisers say.

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.

Companies that do business in a double-breasted structure, and the attorneys who counsel them, should pay close attention to multiemployer benefit plan contribution obligations, experts say.

Retirees can mitigate the impact of inflation by shortening the duration of bond portfolios so that re-investment at higher rates can be done in the future.