Investments

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.

Fidelity Investments is trimming fees on the target-date index funds it sells to retirement plans and rolling out new offerings that combine active and passive strategies.

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

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

The payment allows the plan to allocate shares of stock to each eligible worker valued at nearly 18% of eligible wages earned during 2017.

Employees may want to cash in their retirement accounts but other variables complicate the outlook.

Displaying care, skill and due diligence in their methodology is a higher consideration in the process.

Employees may want to cash in their retirement accounts but other variables complicate the outlook.

Federal Express is the latest large company to purchase an annuity for its current retirees in an effort to keep the plan solvent.

Federal Express is the latest large company to purchase an annuity for its current retirees in an effort to keep the plan solvent.

MEP insolvencies will not harm the participants of the plans in question but the U.S. economy in general.

Working longer can be a great decision, as it will allow seniors to keep themselves healthy as well as allow them to delay filing for Social Security benefits.

The U.S. needs to maintain its fertility rate and keep its population growth steady to ensure Social Security's sustainability, says expert.

Filing for Social Security can be a wrong move if seniors are still employed and earning a wage income.

Data from retail investors firm Hearts & Wallets show that the number of clients owning taxable brokerage accounts has increased 10% over the past five years.

Annuities can be qualified or non-qualified and are subject to different tax treatments. There are also estate tax consequences as well as tax penalties to consider.

iSolved Learn delivers flexible course design, rewards and certifications, and learning analytics to organizations using iSolved for payroll, HR and benefits.

Workers with a high-deductible health plan will be better off setting up a health savings account, which offers tax benefits for savings earmarked for future medical expenses.

iSolved Learn delivers flexible course design, rewards and certifications, and learning analytics to organizations using iSolved for payroll, HR and benefits.

Employers should concentrate on adopting measures that enable seamless plan-to-plan savings portability for participants, especially for employee accounts with less than $5,000.