Employee benefits

A class action suit against Fujitsu Technology and Business of America and similar cases alleging fiduciary breaches may signal an oncoming wave of litigation targeting small retirement plans.

Congress can help by creating a law that will enable states and local governments to lower the benefits they promise their employees.

Clients and their family members looking into assisted-living options should avoid making the decision at the last minute, particularly when a health crisis occurs.

When it comes to offering 401(k) plans to their workforce, companies with less than 100 employees are far behind their larger counterparts.

Eliminating the tax maximum would fix much of the program's shortfall, but it could also bring unintended consequences.

Small business owners can win when planners use a stacked-pension approach for 401(k) retirement planning, says Joe Gordon of Gordon Asset Management.

The top cities for elders who plan to work past their retirement age are ranked according to factors such as average effective tax rate and senior unemployment rate.

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.