Retirement benefits

Relying too much on tax-loss harvesting to generate an income is a common mistake that clients should avoid after they retire.

Many claims filed by former employees have a very low chance of success, but that does not eliminate the need for the employer to put in the time and money to fight them.

Lists showing the top carriers and brokers across the country were amongst the most viewed.

Retirees who have reached the age of 70 1/2 should take required minimum distributions from tax-deferred accounts, while those who are younger should draw from their taxable accounts.

Retirees who have reached the age of 70 1/2 should take required minimum distributions from tax-deferred accounts, while those who are younger should draw from their taxable accounts.

With the right steps, workers can reduce their tax liability, as well as new sources of retirement income with different tax treatments,

The telecom giant is facing an Employee Retirement Income Security Act lawsuit, filed by an employee who says the company mismanaged funds.

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

If employees set aside a portion of earnings in a 401(k) or IRA, taxes weren't forgiven, just deferred. They'll still owe money to the IRS at some point.

The telecom giant is facing an Employee Retirement Income Security Act lawsuit, filed by an employee who says the company mismanaged funds.

Tax reform and fiduciary rule delays dominated discourse in the ongoing effort to improve work-based savings and financial security.

While clients cannot determine their health care expenses and taxes in retirement, they can improve their prospects by minimizing investment fees and diversifying their portfolios.

Submit yourself or a fellow top-notch benefit adviser under age 35 to be considered for this award recognizing young leaders.

The proposed legislation would penalize employers for not offering an auto deferral DC plan.

Employers should consider amending their retirement plans so that the definition of disability relies on the determination of a third party.

Tax reform and fiduciary rule delays dominated discourse in the ongoing effort to improve work-based savings and financial security.

Employers should give employees a risk assessment quiz every year, offer free and basic investment advice and adopt an auto-enrollment provision.

Small firms are allowed to set up multiple-employer plans, but the government needs to "simplify and rationalize the rules" for these types of plans, says an expert.

Overall growth was modest, but more than 150 mergers and acquisitions, such as the formation of Alera Group, proved it’s a dynamic market.

New data shows that the average account balance broke records after increasing to $99,900 in the third quarter.