Employee benefits

Clients should not necessarily consider a 401(k) the first stop for retirement savings.

Despite confusion over the rule's fate, ERISA attorney Fred Reish warns advisors it's likely to go into effect without significant changes.

Young firm lays off 10; president who lead business-to-business effort resigns.

To build a strong portfolio, investors should consider blue-chip stocks that pay high dividends.

Clients should opt for simpler annuities, which tend to be less expensive than those with more complicated terms.

When investing in a Roth IRA, retirement savers should rebalance their portfolio by replacing high-performing holdings with more value-priced investments.

Young people are advised to start building their nest egg as soon as they land a job after graduating from college.

Many are unaware that fostering a pet or installing a swimming pool can help them qualify for a deduction.

Long-term care brings hefty costs not fully covered by Medicare, so clients should consider living-benefits products, asset-based long-term care coverage or an annuity.

Most Americans maintain or even increase their spendable incomes after they started collecting Social Security, according to one of the experts who conducted a study.

This strategy can help attract and retain talent, which is essential to a practice’s success.

Delayed retirement credits only accrue to age 70, but there still may be tax issues to consider.

ESG investing is one way to motivate young clients and boost their contributions.

Retirees are vulnerable to financial exploitation as the government has no formal systems for complaints and interventions.

The new offerings could boost returns to investors by 50 basis points, according to a Morningstar study.

The new retirement system will allow for 401(k)-type savings and provide financial education services to help military personnel make better investing decisions.

There is no guarantee that TDFs generate the needed returns, and these funds may have hidden multiple fees, an expert explains.

A bipartisan bill calls for an increase in full retirement age two months every year between 2022 and 2034 and indexing normal retirement age to life expectancy.

Clients can claim airfare, lodging fees and half the cost of their meals as long as they can prove the trip is for work.

The accounting method can deliver attractive savings, along with protecting nature or farmland.