Retirement planning

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.

The benefits update is part of a $250 million investment initiative in the wake of the new tax reform bill.

Plan sponsors should refocus the end-of-work conversation by providing employees education and access to lifetime income products, says TIAA managing director David Ray.

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

Advisers should help employers to reduce eligibility times and consider using gamification to communicate the benefit.

The benefits update is part of a $250 million investment initiative in the wake of the new tax reform bill.

Employers should make enrollment automatic and easy, reduce eligibility times and consider using gamification to communicate the benefit.

Driven by a strong stock market, a select group of Fortune 1000 companies saw modest growth, finds Willis Towers Watson.

U.S. financial firms plan to expand a secretive project protecting bank accounts against crippling cyber attacks so that it will also guard trillions of dollars in investment funds.

Many employees with access to Roth IRAs or designated Roth accounts in their 401(k), 403(b) or 457 savings plans are not taking advantage of them.

Driven by a strong stock market, a select group of Fortune 1000 companies saw modest growth, finds Willis Towers Watson.

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.