Retirement Planning

Surviving spouse treated as designated beneficiary of Roth IRA in recent PLR.

Regulators should curb insurers’ use of hypothetical returns to sell investments.

Most of the world’s retirees are doing well compared with those in Japan, where the retirement savings gap is 15 years for men and almost 20 years for women.

While investors believe they will need an average of $1.7 million for retirement, a new survey from Schwab Retirement Plan Services suggests employee investments may not be addressing that need.

HSA assets continue to grow, with Denevir estimating they will top $75 billion by 2020.

TDFs dominate, but is there a way to have the best of all worlds?

Intel claims the lawsuit by ex-employee Christopher Sulyma was filed outside the three-year statute of limitations.

Peddlers of retirement products need to give consumers better information.