Retirement

Most plans are safe for now under both pieces of legislation, but employers worry conversations about pre-tax contribution limits and possible Rothification could resurface in coming weeks.

There are several provisions in the upper chamber’s text that alter existing tax treatment, and experts predict those elements will win out in final law.

Most plans are safe for now under both pieces of legislation, but employers worry conversations about pre-tax contribution limits and possible Rothification could resurface in coming weeks.

Workers can improve the odds of getting bigger Social Security benefits after they retire by asking for a salary raise from their employer.

Though the tax legislation is mostly praised for leaving 401(k)s unscathed, new pass-through deduction could impact whether some small businesses offer the benefit.

Retired workers should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.

Employers who teach workers about money matters can profit from increased employee satisfaction and productivity levels.

Those who leave the workforce should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.

Savers can now more easily access their 401(k)s and other defined contribution plans, while planning strategy.

Financial advisors can still be held liable for violating impartial conduct standards even though the fiduciary rule has been delayed until 2019.