Retirement benefits

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.

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.

Professional development and coaching is an important part of the culture at the benefits firm.

The streaming giant helped put paid leave benefits in a new light after it announced it was offering as much as one year of PTO to new mothers and fathers.

The mass media conglomerate’s robust benefits package ranges from eldercare and adoption assistance to entertainment perks, such as free TV and Internet services.