Retirement planning

Many are following the example of corporations by instituting defined contribution or hybrid plan options for new hires and by freezing their old plans.

Closer examination of seven key segments helps predict attitudes and preferences for wellness programs.

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.

AT&T, Boeing, Costco, IBM and JPMorgan Chase are among the country’s leading retirement plans based on plan-year-end net assets as of April 9, according to miEdge data.

House Ways and Means Chairman Kevin Brady said he plans on releasing an outline of “Tax Reform 2.0” legislation next week to his committee members.

To the ire of some advisors and trade groups, states are getting in the retirement offerings space. Lawsuits are sure to follow.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

Plan sponsors should inquire about their adviser’s compensation, professional credentials and educational background, says retirement expert Robert Lawton.

Health savings account participants are more engaged in their healthcare decisions but still see HSAs as ways for reducing medical expense.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.