Retirement

Each plan has pros and cons: Clients who own a Roth IRA for at least 5 years are entitled to penalty-free withdrawals for education expenses, but they'll owe income taxes on those earnings.

Longer lives and growing inflation are just two realities that employers must remember when formulating a post-work plan, urges Jamie McIntyre.

Each plan has pros and cons: Clients who own a Roth IRA for at least 5 years are entitled to penalty-free withdrawals for education expenses, but they'll owe income taxes on those earnings.

Dubbed “allmymoney,” the mobile fiscal program will be powered by eMoney Advisor.

Young investors highly value advice but are not receiving enough of it, according to Corporate Insight.

HR execs want help with compliance, costs and finding the right mix of employee perks, experts explain at the NAPA 401k Summit.

HR execs want help with compliance, costs and finding the right mix of employee perks, experts explain at the NAPA 401k Summit.

Health savings accounts are becoming vastly more important for employees because they not only help with medical savings, but put workers on a better track for retirement, experts say.

As the chances of getting audited by the IRS or Department of Labor become greater, more fiduciaries are realizing that carefully thought-out plan politics are the best defense.

Employers should help workers pay down credit cards and student loans so they can then focus attention on emergency savings, says Fidelity Investment executive at the NAPA 401k Summit.

Industry insiders question wisdom of reform that would limit contributions during the NAPA 401(k) Summit.

Benefit executives can offer HSA contributions and other services to help workers care for their aging, ailing parents.

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Until the early 1980s, Social Security wasn't taxed. But in some situations today, clients may be in for a surprise.

Rules of thumb for how much to save for retirement are a starting point for planning, if only that.

Industry insiders question wisdom of reform that would limit contributions during the NAPA 401(k) Summit.

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.

Clients should ask themselves if a remote, self-contained community fits their personality and if they want to live with other seniors.

The good news? Employers can help by encouraging their employees to take advantage of the tools and resources offered by their plan provider.

Plan sponsors can help close a knowledge gap by educating employees about the advantages of contributing to an individual retirement account.