The Future of Retirement Plans

The most common adoption has been “target-date” mutual funds, typically matched to the worker’s expected year of retirement ... defaults in employer-sponsored 401(k) plans would be acceptable. Read More

Choosing the best retirement plan for you

From individual retirement plans to retirement plans for self-employed workers to employer-sponsored retirement ... which can lower your tax bill. Call this an up-front tax benefit. Read More

The best retirement plans of 2024

The best retirement plans also offer various investment options with low fees. Employer-sponsored retirement plans are some of the best-known options, and if you are an employee — meaning you ... Read More

Retirement Plan Landscape Report

Millions of workers and retirees rely on the U.S. retirement system to save and invest for their futures. Similarly, the system relies on new ... to employer-sponsored retirement plans is ... Read More

What Does the CARES Act Mean for Retirement Plans?

Not all retirement plans will allow these COVID-19 withdrawals, so check with your plan administrator in the case of an employer-sponsored retirement ... can adopt these new rules for loans ... Read More

State-mandated IRAs: How they encourage employers to start 401(k) plans

Here’s the backdrop: The new state laws require employers to either offer employer-sponsored retirement plans to workers or ... generally target -date funds, which tailor the investment mix ... Read More

The 5 Most Underrated Benefits of 401(k) Plans

On the other hand, there are some benefits of investing in employer-sponsored retirement plans like 401(k), 403 ... some automated portfolio options and target-date funds. If you see options ... Read More

What Are Qualified Retirement Plans?

How do you know if you have a qualified retirement plan? Most employer-sponsored retirement plans are qualified retirement plans. Chances are good that your plan is qualified if it was set up by ... Read More

Saving For Retirement In Your 20s And 30s? Your Future Self Will Thank You.

Choose your retirement “bucket” wisely. There are typically two types of retirement accounts: tax-deferred and post-tax. Tax-deferred retirement accounts include employer-sponsored plans ... Read More

Best Retirement Plans for 2023

It’s never too early or too late to save for retirement, but with so many options available, it can be tough to know where to put your money. The trick is to figure out what you qualify for and ... Read More

2019 PLANSPONSOR Retirement Plan Adviser of the Year

Advisers that are selected as finalists must have a significant majority of business revenue derived from employer-sponsored retirement plans; serve as a fiduciary; have regular service delivery and ... Read More

Best Retirement Plans For Freelancers In 2024

Before joining Forbes, I reported for the Hartford Courant and the New ... retirement savings goals. For people relying entirely on freelance income, the lack of an employer-sponsored retirement ... Read More