Retirement

Employees have some simple but significant false ideas about their retirement plans. And employers need to do a better job addressing them during education sessions.

One example, an automated method of plan portability, could allow participants to move their savings from one employer to another without having to manually transfer the funds.

Experts say fiduciaries can learn lessons from recent lawsuits so they don’t find themselves on the other end of a class action lawsuit.

Couples may choose a survivorship option when collecting pension benefits, although this could result in a lower monthly payment.

Couples may choose a survivorship option when collecting pension benefits, although this could result in a lower monthly payment.

Three important things plan sponsors need to know about the DOL’s decision to push back the implementation date.

Experts say fiduciaries can learn lessons from recent litigation so they don’t find themselves on the other end of a class action lawsuit.

Young advisers can diversify their services through better knowledge of the Medicare landscape and a stronger focus on HSAs.

Professors and other faculty want more information about Medicare, post-work healthcare costs, Social Security and investment options from plan sponsors.

A couple who expects to earn a bigger income in the future is advised to convert part of their IRA into a Roth now while they are in a lower tax bracket.