Retirement planning

Charles Schwab creates waves with its new series of target-date funds.

With $47 billion in assets and 138,000 US employees signed up the company's Voluntary Investment Plan landed the No. 2 spot on the EBA list of large plans.

Investors should rebalance their portfolio, consider investing in foreign markets and avoid trendy ways to minimize risk. Find out what they shouldn’t do.

Retirees who opt to manage their investments are advised to streamline their portfolio maintenance into a process that they can roll out toward the year's end.

They are working at ages when their mothers were retired. Expect the trend to continue, experts say.

Retirees who opt to manage their investments are advised to streamline their portfolio maintenance into a process that they can roll out toward the year's end.

Charles Schwab creates waves with its new series of target-date funds.

Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.

Many fear that they will feel alienated and irrelevant after they retire, become a burden to their families, or their surviving spouse will go on retirement alone.

Starting early and investing more consistently will help employees reach their retirement goals.

Most people go to the doctor for medical advice. Why can’t we all get a checkup for our financial health, too?

Despite the possibility of having a tax-advantaged health savings account, workers with high-deductible health plans are less likely to see their doctors.

The Golden State joins New York and Massachusetts on the list of states with access to the firm’s marketplace.

Despite the possibility of having a tax-advantaged health savings account, workers with high-deductible health plans are less likely to see their doctors.

Both generations expect to be able to check their retirement plans via the latest mobile apps and high-tech tools.

When it comes to financial fitness, Bahati VanPelt aims to have retired NFLers be as successful off the field as they were on it.

Although parents need to save for their child's education, they should make retirement saving their top priority.

Although parents need to save for their child's education, they should make retirement saving their top priority.

Fiduciaries have latitude to value investment features other than price, judge rules.

Is your plan keeping track of vested former participants who are owed money?