Retirement

Workers who withdraw from their 401(k) plan lose about 25% in compounded growth.

Experts say fiduciaries can learn lessons from recent litigation so they don’t find themselves on the other end of a class action lawsuit.

Young advisers can diversify their services through better knowledge of the Medicare landscape and a stronger focus on HSAs.

Professors and other faculty want more information about Medicare, post-work healthcare costs, Social Security and investment options from plan sponsors.

A couple who expects to earn a bigger income in the future is advised to convert part of their IRA into a Roth now while they are in a lower tax bracket.

Too many recordkeepers, complex contract structure, and a flood of investment options impede updates to best practices, warns John Ludwig.

Workers want more diversified options for how to spend money traditionally accumulated in workplace retirement accounts, a South African study by financial services group Alexander Forbes finds.

A couple who expects to earn a bigger income in the future is advised to convert part of their IRA into a Roth now while they are in a lower tax bracket.

An aging workforce, DIY healthcare and developing technologies will transform the way employers think about benefits.

Experts stress the importance of education and savings efforts during National Retirement Planning Week.