Retirement planning

A Roth IRA is an excellent savings vehicle for older people as it is for younger clients.

Reasonable costs, healthy account balances and a high percentage of employee participants are attributes of great retirement plans.

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

Prudential plan participants can now use Amazon’s digital voice assistant to keep track of their savings progress.

Advisers and plan sponsors should include this important tool in their analytical toolbox.

Employees have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.

Employees have a choice of speaking with either a live financial planner or access virtual advice in a forthcoming fiscal health service.

An officers’ association had many challenges — the first one was getting retirees to stop losing tax-exempt money.

If a third-party administrator makes an error, it can be very expensive for the plan sponsor and investment adviser.

Employees who think they have lost their retirement assets are advised to seek help from the DOL or nonprofit pension counseling centers funded by HHS.