Retirement benefits

Money worries continue to plague employees but executives struggle to create plans that address workers’ fiscal woes.

These industry pioneers, awarded by EBN this year, are creating products to meet evolving needs of employers and employees.

Employers are relieved that plans are left unscathed, but insiders are still keeping a sharp eye on the impact of deduction for pass-through entities.

Those who leave the workforce and are sitting on losing investments may do tax-loss harvesting, or they may donate their winning holdings to a charity to avoid the capital gains tax

Money worries continue to plague employees but executives struggle to create plans that address workers’ fiscal woes.

Holding too much cash is one of the common errors that employees make when saving for retirement.

The last month of the year saw a bevy of new hires and promotions inside companies that operate in the employee benefit arena.

Investors are advised to do a Roth conversion before year-end to make the most of the federal tax deduction for state and local income taxes, which could disappear next year.

Legislation agreed upon by the House and Senate could impact whether or not small businesses offer retirement plans.