401(k)

As more and more employees gear up to leave their jobs in a post-pandemic hiring frenzy, economists fear the issue will only get worse.

The number of accounts with balances of at least $1 million grew 84% year over year, while the number of seven-figure IRAs jumped more than 64%.

Advisors share a tax trick that allows professionals to build seven-figure retirement plans.

14.8 million participants switch employers every year — and 33% of workers have stranded a 401(k) savings account in a former employer’s plan at least once.

Employees often ignore their 401(k)s when they change jobs, leaving valuable assets behind.

Using RMDs to pay the taxes due on a rollover can ease the psychological pain of forking over money to the IRS.

This company released a corporate report card so employees know what their retirement investments are going toward — and whether or not it lines up with their own values.

A new TIGTA report warns, however, that many didn’t follow the rules and could face potential tax penalties.

Bankrate looks at data sets that would apply to retiree life, including cost of living index, property and sales tax rates, and the Gallup-ShareCare Wellbeing Index.

Blindly following the decades-old industry guideline is dangerous; tapping into 401(k)s if needed while delaying Social Security is smart.

The vision is to democratize “high-quality, personalized advice at scale, just as the independent advisor has disrupted wealth management,” the companies said in a statement.

About 76% of the average account was in stocks across the 4.7 million participants in plans that Vanguard keeps records for.

With the burden on participants to figure it all out, it's no surprise that more often than not, they just give up, Alexis Leondis writes.

When the millions left unemployed due to COVID-19 return to work, research suggests they will cash out of their former employers’ plans, Spencer Williams writes.

The private equity-backed wealth and 401(k) manager drew away an ex-Hightower team as part of its surging growth in the past year.

The giant retirement plan recordkeeper’s BD didn’t adequately file suspicious activity reports for more than three years, according to investigators.

Heirs of IRAs and 401(k)s won't need to take annual distributions before cashing out within a decade of receiving the plans, the agency says.

Collecting too soon means lifelong, permanent cuts in monthly payments to you, your spouse and any dependents, says New School professor Teresa Ghilarducci.

Moves and news at Stifel, Avantax, Cetera, D.A. Davidson, John Hancock Retirement and other quick takes from the week in financial advice.

Given the current nest egg shortfall in America, and that $1.7 trillion may not move the needle, Bloomberg’s Nir Kaissar says the message to save is key.