Retirement planning

Which retirement plan is best for employees? It depends on a number of factors, explains adviser Robert Lawton.

Such a portfolio outperformed the S&P 500 in an analysis covering 1928 to 2015.

Terminating 401(k) and safe harbor 401(k) plans requires a high level of attention to detail.

The agency’s assistant secretary shares some of the last-minute projects employers and retirement plan sponsors can expect before the end of this presidential term.

The new rule will lead to lower built-in commissions, enhanced agent/advisor education, and increased regulation of indexed annuities.

The new rule will lead to lower built-in commissions, enhanced agent/adviser education, and increased regulation of indexed annuities.

As the Department of Labor’s new regulation takes effect, employers need to prepare.

The investment and retail bank began offering autism benefits to its 160,000 U.S. employees in 2014.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

A lack of knowledge about managing credit and building savings is a leading cause of stress in the workplace, says CFP Mark Singer.

Retirement investors should ensure they follow the rules so their heirs can fully gain from the account's tax advantages.

It doesn’t seem like much to ask for—a 5% return. But the odds of making even that on traditional investments in the next 10 years are slim, according to a new report from investment advisory firm Research Affiliates.

Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.

Which retirement plan is best for employees? It depends on a number of factors, explains adviser Robert Lawton.

Workers over 60 can expect an increase in Social Security taxes next year but they won't get as much in return.

A lack of knowledge about managing credit and building savings is a leading cause of stress in the workplace, says CFP Mark Singer.

Terminating 401(k) and safe harbor 401(k) plans requires a high level of attention to detail.

Next year is gearing up to be a notable year of change for the plan sponsor with the DOL’s fiduciary ruling set to take effect, says columnist John Ludwig.

As the Department of Labor’s new regulation takes effect, employers need to prepare.

Challenges to the DOL rule have created some unfortunate confusion about the vulnerability of the final rule.