Retirement planning

Many workers are not financially stable and not prepared for retirement, according to the International Foundation of Employee Benefit Plans, resulting in an increase in onsite financial programs.

Plan sponsors and advisers: “It is important to realize that three or four years from now, what is done today will be examined, and it needs to be done with a good standard of care and mitigation of conflicts of interest.”

This does not mean that plan sponsors and committee members cannot insist on getting non-conflicted fiduciary advice; it just makes their job harder.

Seniors need to be mindful of enrollment deadlines with Medicare.

Younger workers think cash is the best long-term investment. Unsurprisingly, they’re not seeing good returns.

Many are following the example of corporations by instituting defined contribution or hybrid plan options for new hires and by freezing their old plans.

Closer examination of seven key segments helps predict attitudes and preferences for wellness programs.

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.

AT&T, Boeing, Costco, IBM and JPMorgan Chase are among the country’s leading retirement plans based on plan-year-end net assets as of April 9, according to miEdge data.

House Ways and Means Chairman Kevin Brady said he plans on releasing an outline of “Tax Reform 2.0” legislation next week to his committee members.