Retirement benefits

Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.

Investors should take market volatility as an opportunity to engage in year-end tax planning that includes strategies such as tax-loss harvesting.

Benefits professionals will need a crystal ball to determine how the President-elect’s policies will shape up, says SHRM’s Lisa Horn.

Workers’ savings hasn’t been a No. 1 priority for the President-elect, but he has vowed not to cut Social Security.

The president-elect wants to take down the ACA, but he does not have it in for advisers, says Sage Benefit Advisers’ Vinnie Daboul.

Changing a Medigap plan during the open enrollment could be costly for clients, especially when the switch happens outside the initial six-month window.

Employers will “be watching to see how the new administration will maintain or change legislation and regulations impacting benefit plans,” says IFEBP CEO Michael Wilson.

Although the president-elect has not shared many details, advisers and other stakeholders see the ACA playing a big role early on.

Workers’ savings hasn’t been a No. 1 priority for the President-elect, but he has vowed not to cut Social Security.

Insurance and healthcare experts weigh in on how the new chief executive can fortify healthcare coverage.

President-elect will look to shut down exchanges and set up tax-free health savings accounts for people with high-deductible insurance plans.

Tell clients in this situation to make sure they know key dates and review their statements to confirm the amounts are accurate.

Tell clients in this situation to make sure they know key dates and review their statements to confirm that the amounts are accurate.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

Five months from implementation, it is time to review service agreements with employers.

Companies need to look at the entire scope of their workers’ monetary priorities before they can offer guidance, advisers say.

The average 401(k) balance gained for the second quarter in a row, inching up 2%, to $90,600. That amount is a 7% jump from 2015's third quarter and up from an average of $64,300 five years ago.

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.

Employers need to talk to their financial adviser to learn whether his fiduciary relationship will be changing.

Investments in certain closed-end funds or preferred shares is a strategy clients should consider to make their savings last, an industry expert says.