403(b)

A recent study found American workers would face better retirement prospects if the federal government adopts certain public policy changes.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.

The latest move has repercussions for employees’ retirement plans, and employers in the middle of open enrollment.

These new changes make requirements more flexible and participant-friendly for those with 401(k) and 403(b) plans.

When leaving heirlooms and other illiquid assets to loved ones, seniors should allow the heirs to inherit the items instead of liquidating them

While tax reform has been a mixed bag for muni bonds, a few factors working in their favor include constrained supply this year, as well as historically low defaults.

Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

Plan design features like automatic enrollment and automatic increases are having a positive impact. Such steps are designed to increase participation even from people who may be suffering from inertia, says a researcher.

Although the cost of living adjustment increased 2% this year, half of retirees cannot expect a substantial increase in their benefits.

Academic and non-profit institutions need a new strategy for today’s changing needs.

The MEP will initially cover 9,500 employees, but more universities are expected to join.

Small private schools in Wisconsin and Virginia are pooling plan assets and headcounts to gain greater purchasing power.

Small private schools in Wisconsin and Virginia are pooling plan assets and headcounts to gain greater purchasing power.

The MEP will initially cover 9,500 employees, but more universities are expected to join.

401(k)s gaining popularity as 403(b)s and DB plans terminate, Transamerica’s annual survey with the American Hospital Association shows.

401(k)s gaining popularity as 403(b)s and DB plans terminate, Transamerica’s annual survey with the American Hospital Association shows.

Employers must conduct a thorough review of their plans’ written forms and actual operations so they don’t lose their tax exempt status.

Employers must conduct a thorough review of their plans’ written forms and actual operations so they don’t lose their tax exempt status.

Employers must conduct a thorough review of their plans’ written forms and actual operations so they don’t lose their tax exempt status.