Retirement

At EBA's Workplace Benefits Summit, U.S. Rep. Rodney Davis discussed his bill, which would make company contributions tax exempt.

Moving funds into an advised account constitutes fiduciary investment advice and must be monitored carefully.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

When developing a plan to offset the potential shortfall of Social Security benefits in the long term, annual rebalancing is one step clients should take.

At EBN’s Benefits Forum & Expo, U.S. Rep. Rodney Davis discussed his bill, which would make company contributions tax exempt.

By identifying and then treating issues that are hindering a variety of savings goals, employers can help workers feel more secure in purchasing a new home, funding college education, acquiring emergency funds and more.

Savings are only as safe as the places that hold personal information, expert says.

The digital marketing firm implemented the benefit earlier this year after employees complained education debts were stopping them from contributing to their 401(k).

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

By identifying and then treating issues that are hindering a variety of savings goals, advisers can help clients feel more secure in purchasing a new home, funding college education, acquiring emergency funds and more.

Those who left the workforce can open HSAs, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.

Employers can use technology to allow workers to pick and choose savings account options and to see the value of their savings.

Retirees can consider a Roth IRA if they want to leave assets that would not be taxed once inherited.

Veltus Financial Services CEO Julie Veltus expanded her consultancy’s focus beyond small businesses to larger firms that also need retirement advice.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

Employers can use technology to allow workers to pick and choose savings account options and to see the value of their savings.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

The employment model’s lack of benefits will affect personal security for millions of Americans working as independent contractors, new Prudential research finds.

The financial services firm’s new program will allow companies to make after-tax contributions toward their workers’ education debts.

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.