-
It’s now up to employers to help workers understand how to rebuild retirement savings and regain financial security.
April 28 -
Borrowing against a retirement plan can be a double-edged sword.
October 29 -
Without measures to help workers avoid the decision to withdraw their savings, the proposed law is less likely to achieve the stated goals of its supporters.
July 18Portability Services Network -
Lawmakers this year are expected to pursue measures that will help Americans enhance their retirement prospects.
February 5 -
Although rainy day funds can be useful in the ongoing struggle to curtail leakage of savings from defined contribution plans, they won’t plug the biggest hole in the retirement system’s proverbial bucket.
January 23Portability Services Network -
Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.
August 28 -
The Great Recession spurred many Americans to take loans from their retirement accounts. Now that unemployment is at an all-time low, the next question is how to finance their post-work years.
August 16 -
Retirees who consider taking withdrawals from their 401(k) and other similar plans should account for the tax impact before making a decision.
January 31 -
Savers are starting to take money out of their 401(k) accounts—despite taxes and penalties involved—assuming it will be replaced as markets continue to surge upward.
January 30 -
Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like healthcare.
January 8