Retirement benefits

The stock market has been on a tear which helps explain the rising optimism in retirement optimism.

As the chances of getting audited by the IRS or Department of Labor become greater, more fiduciaries are realizing that carefully thought-out plan politics are the best defense.

The stock market has been on a tear, writes a financial analyst, which helps explain the rising optimism.

Employers should help workers pay down credit cards and student loans so they can then focus attention on emergency savings, says Fidelity Investment executive at the NAPA 401k Summit.

Industry insiders question wisdom of reform that would limit contributions during the NAPA 401(k) Summit.

Benefit executives can offer HSA contributions and other services to help workers care for their aging, ailing parents.

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Rules of thumb for how much to save for retirement are a starting point for planning, if only that.

Industry insiders question wisdom of reform that would limit contributions during the NAPA 401(k) Summit.

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.

The city is facing a budget shortfall that will reach $848 million in five years. Increases in pension payments and other payroll costs are driving the gap, according to a five-year financial plan.

The good news? Employers can help by encouraging their employees to take advantage of the tools and resources offered by their plan provider.

Plan sponsors can help close a knowledge gap by educating employees about the advantages of contributing to an individual retirement account.

Academic’s proposal to streamline DC model would do away with complex terms and signup forms.

Benefit executives can offer HSA contributions and other services to help workers care for their aging, ailing parents.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

Investment option costs, provider performance and employee communications are some of the topics that should be reviewed.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.