Ben Steverman

Most people go to the doctor for medical advice. Why can’t we all get a checkup for our financial health, too?

These funds were once an insult to investors who prided themselves on picking the best stocks out of thousands.

The shift away from pensions means “double disadvantages for the less educated,” a study finds.

When millennials are asked, they say retirement is a top priority. Millennials even put saving for retirement well ahead of student loans, credit card debt and job security.

Company after company has repudiated traditional pensions, pushing younger workers into 401(k)-style retirement plans. For diligent savers, a 401(k) can accumulate a big balance, but when the time comes to start using it, things will get a lot more complicated than it was for their parents.

While experts agree automatic 401(k) features will help workers' retirement readiness, employers still remain skeptical – with many chalking their concerns up to added plan costs.

Most investors, including wealthy ones, end up better off with a mix of assets in traditional and Roth accounts, a new study finds.

Almost 20% of Americans 65 and older are now working, according to the latest data from the U.S. Bureau of Labor Statistics. That’s the most older people with a job since the early 1960s, before the U.S. enacted Medicare.

With strategic federal-level assistance for retirement still lagging, states including Illinois, California and Oregon have stepped in with their own automatic IRA plans to boost employee savings.

Many employees may not be aware they have the option of a Roth 401(k), and those who do often don't have any idea which to pick -- the traditional 401(k) or the Roth 401(k).