Retirement benefits

Employers should consider having a financial wellness education plan, the right investment adviser and full automation in place by year-end, says Robert Lawton.

Your late clients' surviving spouses or children are entitled to a $255 lump-sum death benefit, as long as they meet these requirements.

Plan sponsors must watch out for tax law changes and rising interest rates, experts say.

79% of people supported raising the full retirement age to 68 from 67, according to a survey from the University of Maryland, which could reduce benefits even for those who wait until 70 to retire.

The big question is whether any decisions upholding the DOL rule will be nullified by actions of the new Trump administration, says benefits lawyer Carol Buckmann.

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

A new Guardian study identifies specific behaviors of the most fiscally confident Americans.

Customizable software, such as mobile apps, can empower plan sponsors, participants, says ADP’s Joe DeSilva.

On this Friday the 13th, here are 11 things employees are doing (or not doing) with their benefits that benefit managers might find kind of scary.

Plan participants should know how to roll-over their 401(k), says Retirement Clearinghouse’s Spencer Williams.