Retirement

The entertainment giant joins a growing list of employers who have boosted education benefits to stand out in an increasingly competitive labor market.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

Same-sex female couples are two to three times more likely to reach 100 than one or both members of a 45-year-old same-sex male couple.

A private letter ruling allowed an unnamed employer’s plan to tie retirement contributions to student loan repayment contributions.

Human resources leaders are in a powerful position to help meet the needs of a changing workforce.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.

A private letter ruling allowed an unnamed employer’s plan to tie retirement contributions to student loan repayment contributions.

The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.

From a tax perspective, cashing out an old 401(k) plan can be a wrong move, as this option will trigger income taxes plus penalty