Here are the rules on IRA rollovers that apply now that the Aug. 31 deadline for using the IRS relief has passed
Law firm Capozzi Adler filed its latest 401(k) suit and Schlichter Bogard & Denton reached a deal in a case against an Ivy League school
Focusing on benefit size rather than claiming age can improve outcomes
Most people have not stopped saving for retirement, but more are saying they will stay on the job past the traditional retirement age
Comparing annuities to traditional assets and focusing on rates of return undermines the value they provide
More advisers are becoming open to the products, but many still don't like their costs, complexity and lack of liquidity
Firms will pay $1.4 million in restitution to about 100 clients and fines of $675,000
It's clear auto enrollment and auto escalation help employees save. Why aren't more smaller plan sponsors using them?
The law firm Capozzi Adler has brought numerous cases this year on behalf of plan participants
The number of accounts has grown to more than 29 million in the past year
Jerry Bramlett helped build FuturePlan into the country’s largest third-party administrator, according to the firm
Asset managers including Fidelity, BlackRock and State Street submitted comment letters criticizing the proposed rule
MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face
Public employees in about a dozen states, as well as federal employees under the old Civil Service Retirement System, do not participate in Social Security and are not subject to payroll taxes.
Report says the Labor Department's information about claiming retirement benefits may be insufficient
Existing tax laws, the CARES Act, and election year uncertainty make it wise to be generous now in support of extraordinary needs
More companies are pursuing small businesses for 401(k) plans, with technology enabling an abundance of new services
Some types of annuities are getting a lot of attention even though sales are down overall
Physicians enter the workforce behind on retirement saving, and advisers can help triage their financial priorities
With yields at historic lows, the ability of fixed income to deliver on its storied value proposition as a portfolio ballast in times of stress is challenged
