401(k)

The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.

Clients should plan to replace roughly 80% of their pre-retirement income after they leave the workforce for good.

Clients should work together with their spouses and plan as a couple to develop a Social Security claiming strategy that will maximize their retirement benefits.

Employers' 401(k) matching contributions this year are likely to reach 4.7% of worker's pay, up from 3% in 2009.

To avoid paying high fees, retirement savers should ensure that their plan administrator is a no-load fund company and avoid overpriced house funds.

Marketing and sales strategies are better received when firms provide information advisers are actually seeking.

Seniors who want to relocate in retirement to a different place from what their spouse prefers may opt to maintain two homes.

Here’s how receiving investments on a stepped-up cost basis can save a client’s inheritance.

While retirees can start taking 401(k) withdrawals without penalties when they turn 59 1/2, they may want to consider drawing from their taxable accounts for their living expenses.

One step for clients is to avoid investing the money that they will need within a five-year period.