Retirement planning

Lawmakers are considering scrapping individual deductions, including tax breaks for certain plan contributions.

Employers should reach employees where they are by incorporating solutions to current financial problems into the retirement saving process.

Younger workers are closing the savings gap due to design features and qualified default investment alternatives like target-date funds or managed accounts.

Reach employees where they are by incorporating solutions to current financial problems into the retirement saving process, says adviser Mark Singer.

In the face of growing concerns over medical costs, companies should plan a comprehensive health and wealth strategy for employees in retirement or risk losing talent.

Female employees are ill-prepared for retirement — roughly one-third less than their male coworkers — but employers can help close the gap.

Younger workers are closing the savings gap due to design features and qualified default investment alternatives like target-date funds or managed accounts.

An IPS is a key part of the fiduciary compliance process and should clearly state roles and responsibilities.

Setting up an investment account for every newborn, with the federal government seeding it with $7,000, might be a solution to the looming Social Security crisis, says expert.

The best retirement providers should sign on to a plan as a fiduciary, provide a complete menu of services and have a clean background.

Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.

Retirement and welfare plans are not subject to DOL regulation, reversing three appellate decisions on the matter.

Setting up an investment account for every newborn, with the federal government seeding it with $7,000, might be a solution to the looming crisis.

Participants may benefit from putting more dollars towards their plan account balance and fewer towards fees.

A new survey finds that millennials are especially vulnerable to false hopes and wishful thinking about post-work life.

Retirees who retire before 65 and want to reduce their premiums are advised to keep their taxable income between $12,060 and $48,240 (for singles) or $16,240 and $64,960 (married couples).

Participants may benefit from putting more dollars towards their plan account balance and fewer towards fees.

They can help clients benefit from reduced risk and longer bond durations if the employers prepare for shifts in market direction.

Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.

Female employees are ill-prepared for retirement — roughly one-third less than their male coworkers — but employers can help close the gap.