Investments

Engaged savers, specifically those who are near the end of work, deserve an appropriate spectrum of risk options.

Many employees expect to collect more than they actually will, which can prompt them to retire and file for benefits early and, in turn, reduce their actual payouts.

Elderly workers should make sure they have enough fixed-income in their retirement portfolios to spin off cash to cover the gap between income and expenses until the market recovers.

Many retirees kept their financial assets for at least 20 years after retiring, according to a study by the Employee Benefit Research Institute.

Advisers and plan sponsors should include this important tool in their analytical toolbox.

People looking to retire but wanting to keep a part-time gig will benefit from a new law that gives a 20% deduction for “pass-through entities.”

Robo-advisers were built on the promise of offering wealth management expertise to the masses. Now they're turning their attention to a different -- and much wealthier -- customer.

The massive shortfalls in public pension funds are the single biggest financial challenge for American’s states and cities.

High living costs and lack of saving opportunities in the workplace are preventing many from building up a nest egg.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many workers will get even less. The question is: how much less?

Despite the recent market downturn, workers should remain invested in their employer-sponsored 401(k) plan.

A decline in income as a result of the death of a spouse and an increase in medical expenses both pose a serious risk to retirement but can be curbed with proper planning.

More workers are gaining access to a Roth 401(k), and employees should take advantage of it.

The new tax law has extended the grace period for outstanding 401(k) loans made by workers who switch jobs, luring more participants to borrow from their accounts, exposing them to greater risk.

Taxation of retirement plan distributions and Social Security benefits remains unchanged under the new tax law, but retirees are likely to see an increase in after-tax income.

Younger investors may see the market's swing as just another fluctuation in the market, while assuming that time is on their side. Older investors, on the other hand, may be far more stressed.

The legislation presents many plan sponsors with an immediate opportunity to make a pension contribution in 2018 and obtain a deduction at the higher 2017 tax rate.

The legislation presents many plan sponsors with an immediate opportunity to make a pension contribution in 2018 and obtain a deduction at the higher 2017 tax rate.

Pension funds for more than 1.5 million union workers is said to be on the brink of failure.