401(k)

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.

Plan design features like automatic enrollment and automatic increases are having a positive impact. Such steps are designed to increase participation even from people who may be suffering from inertia, says a researcher.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Clients could amass $1,000,000 even with an annual return of just 6.5%, an analyst says, if they take the right steps.

Despite the increase, the figure still represents a small percentage of the 16.1 million accounts that the company manages.

Rich professionals have found a new way to bypass income limits created by Congress.

One particular lifestyle choice can have real-world consequences for your client's retirement portfolio.

Always check and update the beneficiary forms.

The independent robo is now offering advisors paperless account rollovers for clients that can be completed in a minute.

A big difference in fees may not be enough to offset taxes on capital gains.