Retirement

Consultants Keith Clark and Adam Pozek debate if 3(16) services add value to plan sponsors.

Benefits experts believe that even if the regulations get killed entirely, best interest standards will live on.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

DOL proposed extending a deadline for brokers to comply with its controversial rule requiring them to put clients’ interests first.

Advisers can provide more personalized guidance with a focus on education and turn saving for life after work into a movement.

Nearly 2 million Americans aged 50 to 64 had Parent Plus loans last year, and 200,000 retirees aged 65 and older carrying the same type of loans.

Employers need to determine whether the investment adviser they are working with is signed on as a fiduciary to their retirement plan, says adviser Robert Lawton.

Most employees are staying the course in their retirement allocations, according to research from the Investment Company Institute.

One important somber step for 40-something clients is to consider what happens to their assets when they die.

Employers need to determine whether the investment adviser they are working with is signed on as a fiduciary to their retirement plan, says adviser Robert Lawton.

After establishing an automatic enrollment program, employers should implement new features to fine-tune employee retirement savings plans.

After establishing an automatic enrollment program, employers should implement new features to fine-tune employee retirement savings plans.

One easy measuring stick is the 25-times rule, which says simply that clients are prepared if they've saved at least 25 times their annual spending.

Hiring an outsourced plan administrator to do a job that can be handled by a TPA is unnecessary and even redundant.

Not subject to SEC disclosures and filings, collective investment trusts are gaining traction as fiduciaries focus on fee reduction.

Chris Christie, a Republican with less than 11 months left as New Jersey’s governor, must find a way to balance his final state spending plan after cutting taxes, pledging a higher pension contribution and disclosing a revenue shortfall.

Many people who qualify for the Retirement Savings Contribution Credit can save as much as $2,000 on taxes but fail to claim it because they are not aware of it.

‘Obsolete and overly restrictive limitations’ are holding back pension plan design, says Principal’s Mike Clark.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.

A reverse rollover from IRAs to other retirement plans is an option that enables investors to improve their tax efficiency.