Retirement planning

Workers may want to opt for a fund that follows small companies as they will benefit from a lower corporate tax rate under the new tax law.

Employers are looking for a partner who is knowledgeable about regulatory changes, will focus on improving 401(k) performance and will help minimize costs.

A pension expert from the Netherlands says that the U.S. retirement system sets a bad example in securing the golden years of its workforce.

Seniors who are 70 1/2 and older should ensure that they take their first required minimum distribution from tax-deferred retirement accounts by Dec. 29.

Zenefits’ exit, new HSA regulations, financial wellbeing programs and Congress’ attempt to replace the ACA were the top stories of Employee Benefit Adviser this year.

Employees should refrain from cosigning their child's student loan, as Social Security could garnish their retirement benefits if the child defaults on the loan payments.

Understanding participant needs means having the courage to directly ask what topics are the most pressing, and then address them.

Many claims filed by former employees have a very low chance of success, but that does not eliminate the need for the employer to put in the time and money to fight them.

Nearly a year after 401(k) participants accused the plan’s fiduciaries of breaching their fiduciary duty by not searching for lower cost investment options, a judge dismissed the complaint.

Retirement advisers can protect their book of business by redefining their service model and partnering with specialists.