Employee benefits

Although market volatility makes stocks a risky investment option, retirement investors should continue to hold stocks in their portfolio.

Help clients choose investment wrappers that increase returns. Plus, comparing the advantages of rental homes against home ownership.

The goal is to help some 55 million employees with no access to workplace retirement plans.

Women should boost their savings rate and invest their windfall to increase their odds of securing their financial well-being.

Why advisers say they have not been discussing Social Security rules and regulations with their clients.

A generation crosses a finish line and finds the IRS waiting. Here are some tips to help them minimize the bite.

Why your clients should remain calm following the United Kingdom's recent vote to leave the European Union.

Under the current estimate, 2034 is the year when the administration can no longer pay full benefits. But the program should still be able to pay three-quarters of benefits at that time and for decades afterward.

As the U.K.’s historic vote to leave the European Union jolted markets around the world, investors responded with a mix of shock, fear and excitement.

Make one-time contributions to 529 plans without the IRS getting its cut. Plus, how effective planning enhances portfolio returns without the risk.

The senator has introduced legislation that calls for a database of all retirement accounts, and for investing abandoned accounts in target-date funds.

The SEC found that auditing or testing would likely have revealed deficiencies in controls that allowed an employee access to client information at the wirehouse, says leading compliance expert Alan Foxman.

Some advisers and their clients are running afoul of an IRS rule, and oversights can result in substantial penalties.

Clients who are currently investing for retirement should anticipate a paltry long-term return given today's market conditions, says BlackRock Chairman and CEO Larry Fink.

The proposals would enhance retirement security for those who depend most on the program; plus, three ways to lower long-term-care insurance premiums.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.

Retirement savers can ward off the risk of succeeding periods of bad returns during the early part of their golden years with the right asset allocation.

With retirement accounts being affected by the upcoming fiduciary rule, many advisers aren’t sure what their first step should be.

The decline could be attributed to poor market returns and the plans' auto enrollment feature.

Clients may pay taxes on their Social Security Disability Insurance benefits if 50% of the benefits and their other income exceed certain thresholds.