Retirement planning

Creating an irrevocable trust is an option for elders to protect themselves from people who want to take advantage of their declining health and benefit from their wealth.

Two federal proposals would make it easier to invest assets on behalf of terminated participants, says columnist John Ludwig.

Creating an irrevocable trust is an option for elders to protect themselves from people who want to take advantage of their declining health and benefit from their wealth.

Auto-enrollment, employer matching and re-enrollment are all strategies employers should embrace to help employees better save for their futures.

Employers can make their retirement plan more relevant to employees by demonstrating a commitment to sustainable practices.

The U.S. Labor Department granted temporary permission to five banks to continue managing certain U.S. pension funds after convictions of the banks or their units, potentially allowing the banks to move beyond their legal troubles over objections by some Democratic lawmakers.

The city of Lenexa, Kan., launched Ramsey Solutions’ SmartDollar program for its employees as the newest addition to its list of progressive well-being initiatives.

Trump has proposed making it easier to pass on HSAs to heirs, while some House Republicans want to nearly double contribution limits.

Trump has proposed making it easier to pass on HSAs to heirs, while some House Republicans want to nearly double contribution limits.

Two federal proposals would make it easier to invest assets on behalf of terminated participants, says columnist John Ludwig.

The program that protects pensions could run out money by 2025 or sooner.

Employers need to refocus efforts to change employees’ behaviors by embracing best practices including auto-enrollment and auto-escalation.

Auto-enrollment, employer matching and re-enrollment are all strategies employers should embrace to help employees better save for their futures.

California Public Employees’ Retirement System votes to cut retirement benefits of Loyalton retirees.

Employees who put money in their workplace 401(k) plans for 15 years straight are seeing significant gains, according to new Fidelity research.

Starting preparation a decade early could allow retirement to start on time.

The city of Lenexa, Kan., launched Ramsey Solutions’ SmartDollar program for its employees as the newest addition to its list of progressive well-being initiatives.

Industry leaders share how advisers can maximize plan potential while steering clear of common pitfalls.

Now may be the best time for retirees to make charitable donations, do a Roth conversion, and incur more qualified medical expenses to meet the threshold and qualify for a tax deduction.

Now may be the best time for retirees to make charitable donations, do a Roth conversion, and incur more qualified medical expenses to meet the threshold and qualify for a tax deduction.