Retirement planning

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.

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.

Many people who qualify for the Retirement Savings Contribution Credit can save as much as $2,000 on taxes but fail to claim it because they are not aware of it.

‘Obsolete and overly restrictive limitations’ are holding back pension plan design, says Principal’s Mike Clark.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.