Investment products

If second-guessing has begun, consider why you initially recommended the stock---that reason can still be valid even if prices are falling.

Defined contribution plan sponsors cannot track the owners of between 2.8 million and 4.8 million retirement accounts or 5% of the total number of accounts; Plus, why a solo 401(k) could be the best way to save for retirement.

Many retirees fail to boost savings after their last child leaves the house, and instead go on a spending spree that can last for years; Plus, how to make volatility work for you.

Congress shouldn't wait for the disability trust fund to run dry before it addresses the insolvency, according to a group convened by the Bipartisan Policy Center; Plus, millennials are advised to not cash out their assets when they move employers.

Going back to school is recommended to pre-retirees who intend to work through retirement; Plus, choosing the right Medicare plan for your clients.

Retirees cannot expect bigger Social Security benefits next year as cost-of-living adjustments are unlikely to increase; Plus, the best target-date funds for retirement savers.

The Internal Revenue Service has issued 2014-54 to simplify the process for 401(k) participants who convert their after-tax contributions to a Roth IRA; Plus, the basic rules for calculating, withdrawing RMDs from retirement plans.

Commentary: The first wave of robo advisors went too far in denying any impact from volatility – which is just plain incredible, writes Daniel Satchkov, president of risk modeling firm RiXtrema.

People are less likely to save more in their 401(k) plans when they learn they lag behind their peers in retirement saving; Plus, six annuity fees advisors and their clients should know about.

Even among advisors who support the concept of socially responsible investing, agreeing on what that term entails exactly is tough.