Retirement benefits

More retirement investors are including cryptocurrency in their portfolio because it helps them achieve diversification.

Cash balance, deferred compensation and profit-sharing plans are gaining in popularity — especially for small employers.

To save money and engage workers in correct usage, employers need to take a comprehensive approach to education methods around benefit comprehension.

When planning for retirement, it is important for workers to think in terms of their source of income in retirement, but which retirement vehicle offers the best perk?

Plan administrators who make foolish mistakes are begging for an invasive audit from the IRS or Department of Labor. Here are some common errors that will trigger your plan’s worst nightmare.

While many retirees have prepped well for whatever the economy and markets may bring, far too many others have not, an expert says.

Automatic enrollment is starting to generate a backlash with many critiques from analysts saying workers may run up debt to make up for the reduced take-home pay

Cash balance, deferred compensation and profit-sharing plans are gaining in popularity - especially for small employers.

A recent case illustrates that a buyer might be determined to be a successor employer even if the buyer does not have actual notice of the withdrawal liability.

Retirees have median savings of $839,000, but many of them are unwilling to spend away their nest egg.

While these services are far from perfect, they are a useful way to start a conversation with employees planning for their post-work years.

Employers should concentrate on adopting measures that enable seamless plan-to-plan savings portability for participants, especially for employee accounts with less than $5,000.

While these services are far from perfect, they are a useful way to start a conversation with employees planning for their post-work years.

Clients are advised to keep track of their financial information and have a trusted person who knows where to locate it.

Employees who have access to a workplace plan and start saving early are in the best position to retire when they finally reach the age of 65, says the EBRI.

The latest proposal clarifies an RIA’s duty of care and other fiduciary obligations when dealing with clients.

A new benefit program at Abbott means employees won’t have to choose between paying down student debt and saving for the future.

EBRI finds that employees with access to a workplace plan and start saving early on are in the best position when they finally reach the age of 65.

They need documentation showing how they reviewed, selected and monitor their TDFs and if their investment strategy fits with participant demographics.

Rising interest rates can be a boon for seniors seeking better returns from low-risk investments, but can hamper other clients with adjustable-rate mortgages.