Employee benefits

Dental expenses can eat away a considerable amount of retirees’ savings, but these costs are important to prevent health complications and other medical expenses.

There are a lot of options — and potential missteps.

The regulator is looking into whether brokers made appropriate share class recommendations for the plans as a result of the new law.

The tax law has made deducting philanthropic contributions more difficult, but there are ways to help clients reap benefits from their generosity.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

The Trump administration unveiled its proposed budget that includes provisions that would enable Medicare beneficiaries to contribute to a health savings account.

The startup plans to double its team and expand its services to more clients.

Seniors will face a 20% penalty on top of income taxes if they withdraw funds from a health savings account for non-medical expenses before the age of 65.

Not having a full understanding could hurt workers’ retirement prospects by causing them to possibly miss out on their employer’s match or not reducing their taxable income as much as possible.

The Pension Benefit Guaranty Corp. is facing a $54 billion deficit for insuring multiemployer plans in unionized industries, says the GAO report.

The worst thing you can do during a stock market crash is panic and sell your stocks near the market bottom.

To qualify for this feature, clients should have reported a minimum amount for at least 11 years.

Those who fail to repay their loans on time may face early withdrawal penalties.

For many workers, moving assets from old 401(k)s into a traditional IRA may not be a smart move. One reason: IRAs often don’t offer stable value or guaranteed fund investment options as do most 401(k)s.

The government needs to improve cost-of-living adjustments to ensure that retirees can cope with inflation, says an expert.

If the client makes a mistake, they are advised to take the RMD as soon as they discover it so they can ask the IRS for a waiver of the penalty.

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

Some clients may experience a taxable event that pushes them into a higher tax bracket.

Employees at Carson Group love the outdoors and regularly participate in events like the Spartan Race, a course filled with treacherous obstacles.

When Redtail Technology moved into its new building 18 months ago, CEO Brian McLaughlin ensured it had homey touches, like comfortable seating, a basketball court and slides.