Retirement benefits

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.

Companies that do business in a double-breasted structure, and the attorneys who counsel them, should pay close attention to multiemployer benefit plan contribution obligations, experts say.

Although some uncertainties remain, consultants should be preparing clients now for upcoming changes.

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

The tire company aims to keep its employees as “healthy as genetically possible” with the help of family health centers, onsite gyms and free medication.

Those with the option of making loan payments from their plans should consider tax implications and the possibility of missing out on the growth of borrowed funds.

These factors have turned retirement into the ultimate obstacle course and it’s up to advisers to help clients navigate it successfully, says MDRT’s Curtis Cloke.

People often sit down to figure out how much they will need in retirement and assume they'll spend 40 years in the workforce. That's an outmoded assumption, TIAA's Diane Garnic says.