Retirement planning

New executive order directs Treasury and Labor departments to ease barriers for small firms to join together in multi-employer plans.

The president plans to issue an executive order Friday to make it easier for small businesses to band together to set up retirement-savings plans.

Employees harbor a number of regrets about past spending — especially on short-term pleasures — that prevented them from saving more for retirement, Charles Schwab research finds.

While a recent IRS private letter ruling is generating some buzz, employers need to do their homework before proceeding with this type of program on their own.

As we become a more tech-enabled society, it’s important to recognize how that translates to the retirement plan landscape.

Plan sponsors are worried their employees will outlive their post-work savings and not be able to pay for healthcare expenses, TIAA research finds.

Plan sponsors are worried their employees will outlive their post-work savings and not be able to pay for healthcare expenses, TIAA research finds.

As we become a more tech-enabled society, it’s important to recognize how that translates to the retirement plan landscape, consultant says.

Not just taxes, clients care about cost of living, healthcare quality, crime rates, culture and weather.

Same-sex female couples are two to three times more likely to reach 100 than one or both members of a 45-year-old same-sex male couple.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.

The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.

Retirement balances are on the rise, while auto-enrollment is playing a major role in increasing employees’ retirement savings, Fidelity says.

The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.

Financial wellness needs to be an integral part of a broader benefit programs and a top priority for companies today.

The Great Recession spurred many Americans to take loans from their retirement accounts. Now that unemployment is at an all-time low, the next question is how to finance their post-work years.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.

A new TDF study takes a closer look at how participants are investing their money — and if they are really getting the best bang for their buck.