Stock market rally in 2013 helped boost numbers; Fidelity remains tops in 401(k) recordkeeping assets.
The right claiming strategy can significantly increase lifetime benefits
A few important concepts can help clients bring in more during their retirement years.
As employers move to lower-cost retirement options, some plans charge as much as 8% to switch.
A trade group's study says tough competition between fund managers is driving fees in 401(k) plans lower — but investors still may not be getting a good deal.
Court asked to consider statute of limitations that require plaintiffs to bring a suit alleging breach of duty within six years.
Long-fought legal battle between Lockheed Martin and a group of its retirement plan participants will finally go to trial in December after the plaintiffs were granted class action status.
One question to ask: After the death of a spouse, are you goals still the same for your monthly benefit?
Projected shortfalls still a concern in updated report
These retirement plan designs can help highly-paid employees sock away more for retirement and reduce their tax burden
State rules on insurance affiliation complicate fee-only status for some CFPs.
President directs Department of Labor to propose rules by the end of the year to provide a “clear path” for states.
Women are expected to control two-thirds of the nation's wealth by 2030. Here are some of the surprising facts about the way they use their money.
The program was designed for an old-style one-earner family, so navigate its rules with care.
Blame it on family maximum limits, not sexism.
Individual retirement account beneficiaries can continue to stretch distributions over a lifetime, as the Senate dropped a provision in its highway funding bill that would have required those distributions within five years of the death of the original account holder.
Despite gains, steep learning curve remains on investing and cash management.
Take a break from the worry and self-flagellation to enjoy the brighter horizon ahead.
