Retirement

Couldn't make it to the Benefits Forum & Expo? Find out how benefits professionals from Facebook, Activision Blizzard, Purdue University and Optanix are not only shaping their respective companies — they’re reinventing the industry.

High-net-worth clients can bump into income limits when it comes to making Roth IRA contributions, but they can find other tax-saving strategies to save for retirement.

The Principal’s Kirk Wolf notes that a properly designed nonqualified deferred compensation plan offers enough flexibility to fix the issues that plague most employers

Many older Americans are now facing hefty life insurance premiums due to dwindling interest rates. Many seniors are sitting on a "ticking time bomb."

EBA’s Retirement Plan Adviser of the Year shares why offering a holistic focus on employee and organizational well-being is so important to today’s workforce.

Clients and workers need to make adjustments to their target goal to reflect personal factors when they plan for their post-work life.

These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.

Employers, here’s why you should tell employees contributing to a triple-tax-free health savings account is more valuable and versatile than boosting a retirement plan.

Boosting the widow's benefit, while limiting the size of the increase for higher earners, could be a “well-targeted way to help reduce poverty for this vulnerable group.”

James Sotell, managing director of Comperio Retirement Consulting, shares his perspective on advising small plans and their fiduciaries.