Retirement

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.

Retirees who turned 70 1/2 in 2016 have until April 1 to take required minimum distributions from their tax-deferred retirement accounts.

A retired teacher who receives a state pension in California may still qualify if they paid into the program and earned 40 credits, says a certified financial planner.

Academic’s proposal to streamline DC model would do away with complex terms and signup forms.

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

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

Investment option costs, provider performance and employee communications are some of the topics that should be reviewed.

Automatic 401(k) enrollment and financial education are just some of the offerings that can make a big difference with employees.

Many seniors are unaware that Medicare premium payments are deductible, while their spouses who are still working can contribute to a spousal IRA and reduce their taxable income.

Getting married could boost couples' retirement prospects as it opens more retirement savings options, such as a spousal IRA.

Automatic 401(k) enrollment and financial education are just some of the offerings that can make a big difference with employees.

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

Getting married could boost couples' retirement prospects as it opens more retirement savings options, such as a spousal IRA.

Employee stock purchase programs give workers an opportunity to pay off debt or save after unloading their shares.

Academic’s proposal to streamline DC model would do away with complex terms and signup forms.

Advisers must know how to explain their role in the Conflict of Interest era.