Retirement planning

Beginning in February, the credit card giant will match 200% of an employee’s contributions to the company plan, up to 5% of the individual’s salary.

Retirees will have to alter the way they file taxes under the new tax law, including making two years' worth of charitable donations every other year to exceed the standard deduction and itemize.

Employers should develop the equivalent of an independent or objective credit score for plans that serve as a tool for gauging the value of each fund.

Employers should review documents before sending them out to employees, understand plan provisions and consult advisers when needed, among other guidelines.

California Governor Jerry Brown said legal rulings may clear the way for making cuts to public pension benefits, which would go against long-standing assumptions and potentially provide financial relief to the state and its local governments.

Employees who prefer a simple retirement investing strategy should consider a dividend stock index fund.

The legislation aims to improve security with increased access to lifetime income and simplify plan procedures for plan sponsors.

Charles Schwab senior multi-asset class strategist Jake Gilliam sounds off on TDF choices and how plan sponsors can pick the right funds for employees.

Beginning in February, the credit card giant will match 200% of an employee’s contributions to the company plan, up to 5% of the individual’s salary.

Employers should develop the equivalent of an independent or objective credit score for plans that serve as a tool for gauging the value of each fund.