Retirement

Plan sponsors should always respond to employee inquiries in a timely way and correctly file Form 5500, says retirement adviser Robert Lawton.

More employers are embracing the idea that a financially aware and secure employee is a happier, healthier and more productive individual.

From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.

Aon signs definitive agreement to sell benefits administration and HR business process outsourcing platform to investment firm Blackstone.

Employees aren’t saving enough for retirement. But employers can help by offering auto-enrollment and auto-escalation.

Small businesses would not be allowed to enroll their employees automatically in state-run plans under legislation introduced in Congress.

The average plan balance rose to $92,500 at the end of the fourth quarter, Fidelity Investments reports.

One way for clients to avoid or minimize their capital gains tax is to hold investments in tax-advantaged retirement accounts, such as IRAs and 401(k) plans.

Investors need to increase their allocation to stocks and other riskier investments to get the portfolio return that they need to secure their retirement.

One way for clients to avoid or minimize their capital gains tax is to hold investments in tax-advantaged retirement accounts, such as IRAs and 401(k) plans.