Retirement

Without an efficient, cost-effective way to transfer 401(k) account balances from plan to plan, participants are more likely to strand their accounts — or worse, prematurely cash out their savings.

This strategy enables retirees to restrict their application to spousal benefits and allow their benefit to grow until they reach 70.

From managing paid leave policies to addressing employee drug use, employers can expect to have their hands full in the coming year. But these strategies can help.

Want to have a fulfilling retirement? Employees are advised to set goals and have a bucket list of activities that will make them productive.

With financial wellness education, full automation and more, employers can help their employees improve their plans.

Employees who plan to retire next year should ensure they have enough savings to cover their healthcare expenses before making a decision.

There can be benefits in enrolling simultaneously, but there are also incentives to consider in waiting on Social Security instead of claiming benefits at 65 when Medicare kicks in.

From managing paid leave policies to addressing employee drug use, employers can expect to have their hands full this year. But these strategies can help.

Advisers can help guide workers who are considering the best option for their retirement plan.

Clients can often retire smoothly even during a downturn if they diversify and rebalance their portfolios properly, as well as pay off debts and maximize their Social Security benefits.

The pioneering state and a few other early adopters are hoping that they will set the tone for a "movement" toward state-run retirement plans.

Advisers can help guide workers who are considering the best option for their retirement plan.

A widely held view is that a lot of spending is wasted on “heroic” measures at the end of life, but it’s difficult to know which patients are in their final year.

The new year is expected to be a turning point that will help more workers secure their retirement.

Millennials should start setting money aside early and consistently, but without depriving themselves.

One of the major provisions of proposed legislation would require 401(k) plans to offer annuities so participants could create new income streams.

Commentary about health savings accounts and financial investing were among the most popular items this year written by industry thought leaders.

Despite Social Security's financial woes, the revenue shortfall can be easily fixed, say experts at Boston College Center for Retirement Research. But it will only go so far in paying for living expenses.

Failing to take the mandatory distribution on time may push retirees to a higher tax bracket.