Retirement benefits

Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio

As a retirement planning tool, contributions to these accounts can offer plan participants a more nuanced approach to retirement saving than a traditional 401(k) plan can on its own.

The MEP will initially cover 9,500 employees, but more universities are expected to join.

The restaurant’s foundation responds to employees’ need for practical money advice.

Small private schools in Wisconsin and Virginia are pooling plan assets and headcounts to gain greater purchasing power.

An employee's long life could be the death of their retirement savings.

Small private schools in Wisconsin and Virginia are pooling plan assets and headcounts to gain greater purchasing power.

A Roth IRA is a good savings vehicle for workers who expect to move to a higher tax bracket in retirement.

A number of large employers are responding to the troubling trend by offering financial wellness and education programs to employees.

The MEP will initially cover 9,500 employees, but more universities are expected to join.

By taking these into account, employers can do a better job helping employees prepare for their golden years.

There can be substantial penalties for those who are late to sign up, but when exactly is that deadline?

A reluctance to auto-enroll employees is one reason, but there are others for companies to consider.

By taking these into account, employers can do a better job helping employees prepare for their golden years.

GAO requests that the IRS clarify how taxpayers report their participation to gain understanding of plans that could lead to exemption.

Contributing $300 a month to a 401(k) over 40 years with an average 7% return will result in more than $700,000. So the benefits are there, but do your employees know the details?

A reluctance to auto-enroll employees is one reason, but there are others for advisers to consider.

A number of large employers are responding to the troubling trend by offering financial wellness and education programs to employees.

Making plans transferable from employer to employer can help clients attract and retain top talent.

Employees should look into filing for Social Security as soon as they retire to generate extra income and allow their spouse to delay and grow their retirement benefit.