4 Strategies for 401(k)s in a Volatile Market: BlackRock
BlackRock has some tips for 401(k) savers to avoid overreacting, and possibly damaging their retirement savings, in a market crisis.
Early Social Security Claims Are Hurting Retirees
The vast majority of recent retirees are claiming Social Security benefits earlier than full retirement age, and it’s costing them significantly, a new study shows.
How to Get Social Security Benefits From an Ex-Spouse
In a blog post, Carrie Schwab-Pomerantz of Schwab addresses a reader’s question: “Does my ex need to be involved to file for benefits?"
Cash Balance Plans, QLACs Gaining Thanks to New Treasury and IRS Regs
New rules are helping cash balance plans and QLACs become attractive retirement planning options.
Avoiding Pre-Retirement Rollover Traps: The Pro Rata Rule
Roth conversions and 401(k)-to-IRA rollovers often do not mix, especially in the same year.
Is Financial Wellness Finally Taking Off?
For years there's been lots of talk about the benefits of financial wellness programs.
Brigitte Madrian's Power of Suggestion — and How It Improved Retirement
Harvard economist Brigitte Madrian wins the 2015 Achievement in Applied Retirement Research Award for showing how to boost 401(k) participation.
The Misplaced Faith in Optimizing Portfolios
Moving away from guaranteed income options is a mistake.
Small-Business 401(k)s Follow Large-Plan Trends: Vanguard
Vanguard has released its small-business-focused How America Saves report, which found small 401(k) plans are mirroring trends seen at larger companies.
No Social Security COLA in 2016: Higher Medicare Premiums for Your Clients
Center for Retirement Research points out that some retirees will bear the brunt of higher Medicare Part B premiums due to their higher income.