Retirement

Many are following the example of corporations by instituting defined contribution or hybrid plan options for new hires and by freezing their old plans.

Closer examination of seven key segments helps predict attitudes and preferences for wellness programs.

Instead of making quarterly tax payments, retirees have the option of having the payments withheld from their Social Security and pension benefits.

AT&T, Boeing, Costco, IBM and JPMorgan Chase are among the country’s leading retirement plans based on plan-year-end net assets as of April 9, according to miEdge data.

Employees who intend to leave a legacy to their loved ones should consider using a Roth IRA.

House Ways and Means Chairman Kevin Brady said he plans on releasing an outline of “Tax Reform 2.0” legislation next week to his committee members.

To the ire of some advisors and trade groups, states are getting in the retirement offerings space. Lawsuits are sure to follow.

As American live longer, planning for their post-work years require greater care and urgency.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

Plan sponsors should inquire about their adviser’s compensation, professional credentials and educational background, says retirement expert Robert Lawton.

Health savings account participants are more engaged in their healthcare decisions but still see HSAs as ways for reducing medical expense.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

Employees in Manhattan are assigned a dedicated financial adviser who helps them save money and plan for their future — with all fees waived.

Seniors should have socked away at least 10 times their salary in their retirement accounts by the time they retire to secure their golden years.

The firm’s new product, Fidelity Personalized Planning & Advice, gives plan sponsors another way to help employees save more for retirement.

If your clients are approaching their late 60s and wondering when to file, there is a second option where they stand to forego the least amount of money.

A cost-efficient target date series? Availability of investment advice? Employers, make sure your retirement plan possesses these key attributes.

Owning a home offers some benefits, such as the option for a reverse mortgage and certain tax breaks, but are they enough to offset the burdens involved.

The top retirement plans possess a number of key attributes and employees need to know them.

Employers should outline to employees how HSAs can be a key financial planning tool for a more secure future.