Retirement planning

Most people go to the doctor for medical advice. Why can’t we all get a checkup for our financial health, too?

Despite the possibility of having a tax-advantaged health savings account, workers with high-deductible health plans are less likely to see their doctors.

The Golden State joins New York and Massachusetts on the list of states with access to the firm’s marketplace.

Despite the possibility of having a tax-advantaged health savings account, workers with high-deductible health plans are less likely to see their doctors.

Both generations expect to be able to check their retirement plans via the latest mobile apps and high-tech tools.

When it comes to financial fitness, Bahati VanPelt aims to have retired NFLers be as successful off the field as they were on it.

Although parents need to save for their child's education, they should make retirement saving their top priority.

Although parents need to save for their child's education, they should make retirement saving their top priority.

Fiduciaries have latitude to value investment features other than price, judge rules.

Is your plan keeping track of vested former participants who are owed money?

The new head of the Employee Benefit Research Institute talks about the latest retirement trends, his plans for the organization and the state of employee benefits.

SERPs take on an important role as shareholder-friendly executive compensation that incentivizes leadership to avoid ‘reckless behavior,’ says retirement consultant Gil Harvard.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Fiduciaries have latitude to value investment features other than price, judge rules.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

A partnership with Dave Ramsey’s Smart Dollar program helps the bank focus on financial wellness.

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.

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.

Preferred stocks are good candidates for retirees' investment portfolio as they provide regular income that is greater than the interest payments from a corporate bond.

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