Retirement planning

A proposed 22.3% increase in Medicare Part B premiums, if approved, will automatically be deducted from retirees' monthly checks.

The America Saves program encourages people of modest incomes to save and build wealth. The group’s director of investor protection Barbara Roper explains why employers should get involved.

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

In about 30% of large companies, seniors can opt to work part-time or engage in job sharing with co-workers.

Employers are still reluctant to offer insurance-backed products, says Willis Towers Watson consultant Bill Dewalt.

In about 30% of large companies, seniors can opt to work part-time or engage in job sharing with co-workers.

The insecurity is leading to numerous opportunities for plan sponsors to engage employees in planning.

More and more lawsuits are being filed to challenge plan fees and investments, underscoring the need for a new law.

How employers can promote positive actions regarding financial wellness in the digital age.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

Millennials and baby boomers fret over how they will pay for their golden years and are eager for answers from employers.

Plan sponsors need to be especially focused on not only the expenses they pay, but also how they pay them, says columnist John Ludwig.

Employer anxiety about offering you a 401(k) plan is rising rapidly, and for potentially good  and expensive  reasons. Class-action lawyers are targeting a wider variety of alleged breaches of fiduciary duty in retirement offerings and suing a broader range of entities, including college and university 403(b) plans.

Clients should realize that reaching the finish line of their career means the start of a new chapter of life.

Clients should realize that reaching the finish line of their career means the start of a new chapter of life.

Employers are still reluctant to offer insurance-backed products, says Willis Towers Watson consultant Bill Dewalt.

Lawsuits have been filed against eight private universities sponsoring defined contribution code Section 403(b) and 401(a) retirement plans

One way is to open a health savings account as it offers tax-free withdrawals that people can use to cover a portion of their insurance premiums.

Last week, yet another slew of private retirement plan managers became the target of class-action lawsuits. This time it was a bunch of universities: Yale University, NYU, MIT, and other schools have been sued for failing to properly oversee their employees’ retirement plans.