Retirement

Academic’s proposal to streamline DC model would do away with complex terms and signup forms.

Benefit executives can offer HSA contributions and other services to help workers care for their aging, ailing parents.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

Investment option costs, provider performance and employee communications are some of the topics that should be reviewed.

Automatic 401(k) enrollment and financial education are just some of the offerings that can make a big difference with employees.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

The reduction, effective in July, was triggered by the failure of a defunct public agency, the East San Gabriel Valley Human Services Consortium, to pay Calpers the entire cost of covering the pensions of its former employees.

Getting married could boost couples' retirement prospects as it opens more retirement savings options, such as a spousal IRA.

Automatic 401(k) enrollment and financial education are just some of the offerings that can make a big difference with employees.

Longer lives and growing inflation are just two realities that advisers and clients must remember when formulating a post-work plan, urges Jamie McIntyre.