Retirement planning

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

The office-supply retailer announced a new program offering the perk to “top performing” employees.

An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.

These factors have turned retirement into the ultimate obstacle course and it’s up to advisers to help clients navigate it successfully, says MDRT’s Curtis Cloke.

An analysis shows that low-income clients get more back from Social Security than the payroll taxes they paid, while high-earning workers get less.

People often sit down to figure out how much they will need in retirement and assume they'll spend 40 years in the workforce. That's an outmoded assumption, TIAA's Diane Garnic says.

Retirement investors should learn how to balance the different risks to their portfolio instead of avoiding them altogether.

Retirement investors should learn how to balance the different risks to their portfolio instead of avoiding them altogether.

Modest-sized firms now have access to plans that once were only offered to larger enterprises.

Such a portfolio outperformed the S&P 500 in an analysis covering 1928 to 2015.

Which retirement plan is best for employees? It depends on a number of factors, explains adviser Robert Lawton.

Such a portfolio outperformed the S&P 500 in an analysis covering 1928 to 2015.

Terminating 401(k) and safe harbor 401(k) plans requires a high level of attention to detail.

The agency’s assistant secretary shares some of the last-minute projects employers and retirement plan sponsors can expect before the end of this presidential term.

The new rule will lead to lower built-in commissions, enhanced agent/advisor education, and increased regulation of indexed annuities.

The new rule will lead to lower built-in commissions, enhanced agent/adviser education, and increased regulation of indexed annuities.

As the Department of Labor’s new regulation takes effect, employers need to prepare.

The investment and retail bank began offering autism benefits to its 160,000 U.S. employees in 2014.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

A lack of knowledge about managing credit and building savings is a leading cause of stress in the workplace, says CFP Mark Singer.