Retirement planning

Plan sponsors should follow a four-step process to ensure their providers are appropriate and that the fees paid are reasonable, says adviser Robert Lawton.

Plan sponsors are shopping for new plans, opting for cheaper share classes, new research finds.

Some say the changes could make the Federal Housing Administration's program less attractive to borrowers, but they could also improve the market.

Some say the changes could make the Federal Housing Administration's program less attractive to borrowers, but they could also improve the market.

Plan sponsors are shopping for new plans, opting for cheaper share classes, new research finds.

Retirees who are considering investing in an immediate annuity can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

According to WalletHub research, these places rank low in affordability, quality of life and healthcare.

Retirees who are considering investing can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

Auto-enrollment and -escalation, in-plan conversions and custom target date funds are buzzworthy retirement trends, benefits experts explain at EBN’s Benefits Forum & Expo.

At EBA's Workplace Benefits Summit, U.S. Rep. Rodney Davis discussed his bill, which would make company contributions tax exempt.

Moving funds into an advised account constitutes fiduciary investment advice and must be monitored carefully.

At EBN’s Benefits Forum & Expo, U.S. Rep. Rodney Davis discussed his bill, which would make company contributions tax exempt.

By identifying and then treating issues that are hindering a variety of savings goals, employers can help workers feel more secure in purchasing a new home, funding college education, acquiring emergency funds and more.

Savings are only as safe as the places that hold personal information, expert says.

The digital marketing firm implemented the benefit earlier this year after employees complained education debts were stopping them from contributing to their 401(k).

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

By identifying and then treating issues that are hindering a variety of savings goals, advisers can help clients feel more secure in purchasing a new home, funding college education, acquiring emergency funds and more.

Those who left the workforce can open HSAs, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

Employers can use technology to allow workers to pick and choose savings account options and to see the value of their savings.

Retirees can consider a Roth IRA if they want to leave assets that would not be taxed once inherited.