401(k) fees

Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.

In some cases, clients are advised to pay off their debt instead of putting money aside to retire.

Allegations rose amid multiple multimillion-dollar donations while the company’s CEO sits on MIT’s board.

Seniors in this position may face a tax bill and possibly a penalty if they dip into their 401(k) prematurely, says an expert.

The transparency of a fee charged to other fund firms for use of the platform is allegedly questioned.

Lawmakers this year are expected to pursue measures that will help Americans enhance their retirement prospects.

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.

Retirees will owe taxes for up to 85% of their Social Security benefits if their adjusted gross income plus nontaxable interest exceed a certain threshold.

The typical tax-deffered savings account can easily hit $1 million — mathematically speaking.

Analytics for retirement readiness

Experts are expecting more companies to offer student loan assistance, but a lack of tax benefits could stall the growing popularity of this benefit.

Mutual fund costs have fallen to 48 basis points in 2016 from 77 basis points in 2000 for plan participants, according to data from Investment Company Institute.

Retiring at a time when the market is down is the biggest risk that investors will face. Here’s how to minimize the impact of a market slowdown.

Fintechs are pitching new tools to plan providers claiming they can lower 401(k) costs.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

Advisors should educate themselves about the treatment of Medicare premiums, tuition fees and 401(k) distributions.

Investors are starting to take money out of their 401(k) accounts—despite taxes and penalties involved—assuming it will be replaced as markets continue to surge upward.

Retirees living overseas can still claim Social Security benefits, but they must see if their country of residence requires them to have a local bank account.

In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.

While clients cannot determine their health care expenses and taxes in retirement, they can improve their prospects by minimizing investment fees and diversifying their portfolios.