Retirement

Study finds younger workers are motivated to save but lack resources.

A recent report that the largest mutual fund in the world is now a stock fund, rather than an intermediate-term bond fund, could signal the great rotation — once just a theory — is underway.

Passive approach to retirement investing still indicated.

Several answers might apply, but a good goal is to avoid regulatory difficulties.

The higher tax rates passed by Congress this year have some top U.S. earners seeking last- minute strategies to lower their tax bite as year-end calculations turn up unpleasant surprises.

Since the institution of 401(k) plans more than 30 years ago, 401(k) providers have escalated the number of plan features to stay competitive within the marketplace. But, in order to be successful today, selling features alone won’t cut it, writes blogger Jerry Kalish.

Funded ratio equals highest monthly level since 2008.

If your clients’ plans don’t exhibit these success signs, consider doing an audit before the end of the year.

Reasonable cost, high participation rates and a broad investment fund line-up contribute to the success of a 401(k) plan but other factors are important too.

While the thought may not have occurred to retirement and financial planners, one expert says that with the rising cost of health care, it’s a concept that could save their businesses.