Retirement benefits

The “I-lost-it” excuse may actually work. This revenue procedure provides taxpayers with a new mechanism to facilitate a rollover, even if a technical failure to comply with the 60-day rule has occurred.

The documents are far too general and often confusing, says Unified Trust Company’s Lee Topley.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Unison Advisors' Nir Kaissar explores why these plans — 'an indispensable tool for insuring that workers have a comfortable experience in their twilight years' — are failing.

Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

Many American couples don’t share even basic financial details of their retirement savings account, beyond the fact that they have one, new survey finds.

Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

Tips to get ready for the Oct. 14 changes from the Securities and Exchange Commission.

Many people have the misconception that Social Security will become insolvent over the next 20 years.

Many people have the misconception that Social Security will become insolvent over the next 20 years.

Roughly a third of American workers don’t have a retirement vehicle, says Labor Secretary Thomas Perez.

Unison Advisors' Nir Kaissar explores why these plans — 'an indispensable tool for insuring that workers have a comfortable experience in their twilight years' — are failing.

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.

Roughly a third of American workers don’t have a retirement vehicle, says Labor Secretary Thomas Perez.

Though people who belong to both parties express optimism about their financial futures, the vast majority don’t think they have planned well for their end of work lives.

States and large cities can more simply establish their own retirement programs for private-sector workers under new rules, which are aimed at expanding the number of Americans with access to tax-advantaged savings accounts.

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

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.