Employee benefits

Seniors living overseas are advised to enroll before moving back to the U.S.

Just 62% of women are protected compared to 76% of their male counterparts, research shows.

Severe declines provide the opportunity to review their portfolios and ensure their current plans support their short- and long-term goals.

Those who fail to meet the cutoff face a hefty penalty that could hit as much as 25% of their dues.

The Czech Republic, Portugal, Slovenia, and Canada are among the top 10 most peaceful places for seniors to settle down.

Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.

“Do yourself a favor and start saving early,” an expert says.

Under the Labor Department’s final regulation, firms in different industries will be allowed to establish a joint retirement plan provided they operate in the same state or metropolitan area.

“We can’t overestimate the influence of having access to employer-sponsored retirement plans," an expert says.

Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.

For retirees, dipping into their traditional retirement accounts could trigger an income tax bill while withdrawing from Roth accounts might not result in a tax liability.

The Labor Department is poised to release a rule that would make it easier for small businesses to establish a multi-employer 401(k) plan for their workers.

Most retirement tips should be taken with a grain of salt, as not all advice can help boost prospects.

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.

Borrowing against a 401(k) plan or taking an IRA withdrawal can work under the right circumstances.

More than half of RIAs aren't recruiting from other firms. This may be why.

Prospects are further aggravated by the disappearance of pension plans and the financial woes facing Social Security.

After a booking error by an advisor, a client barely avoided being taxed on $500,000 and dodged more than $200,000 in taxes and penalties.

Over the last four decades, the average income of retiree households significantly outpaced those still in the workforce.

The asset management and software giants plan to start the rollout of their 401(k) tool and app later this year.