Retirement benefits

The case, filed on behalf of an on-call branch office manager who works with advisers, follows similar retirement plan-related litigation recently filed against other firms, including Morgan Stanley.

Striking the right balance between plan offerings can better prepare employees for a successful retirement.

Millennials and baby boomers fret over how they will pay for their golden years and are eager for answers from employers.

For one strategy, clients should create income streams that have built-in protection, such as Social Security and long-term insurance.

Plan sponsors need to be especially focused on not only the expenses they pay, but also how they pay them, says columnist John Ludwig.

As has been well-documented, the federal program is in danger. So what kinds of changes will be required to keep these benefits afloat?

They may not have a 401(k) plan, but drivers working through Uber Technologies Inc.’s platform will soon be able to open a retirement account right in the app.

The shift away from pensions means “double disadvantages for the less educated,” a study finds.

Focusing on these retirement plan options can provide an opportunity to engage executives in strategic planning with less compliance burdens.

The America Saves program encourages people of modest incomes to save and build wealth. The group’s director of investor protection Barbara Roper explains why employers should get involved.