AI, annuity options, stickier enrollment and more comprehensive advice are setting the new standards for workplace retirement ...

Financial expert Suze Orman recently advised against using a 401(k) to purchase a lifetime annuity in response to a listener's question on her "Women & Money" podcast. The listener, Deb Johnny, shared ...

These investments combine target-date funds, a popular 401(k) investment ... the target-date fund also includes an annuity component. Starting at age 55, a portion of the invested money is ...

“Before you convert that 30 percent of your 401(k) into an annuity, have an advisor help you shop around for other annuity quotes,” he says. “Your fund might be the best deal out ...

Among other changes, the law made it easier for small businesses to set up 401(k) plans and provided tax credits to employers who offered 401(k) auto enrollment. But critics said this reform didn ...

Aging 401(k)s are a little like the old clothes in the back of your closet. You know you should do something about them, but there they sit, mostly out of sight and mind. And so it is with your ...

AI, annuity options, stickier enrollment and more comprehensive advice are raising the bar for workplace retirement-savings plans When it comes to workplace retirement plans, not all 401(k ...

like a 401(k) or individual retirement account (IRA). If you don’t need income right away, you might choose to build your savings through a deferred annuity, which you then convert into an ...

Americans in their 50s hold the highest average 401(k) balance ($592,285) and median 401(k) balance ($252,850), according to Empower data. The table below highlights the average 401(k) balance ...

A growing list of companies have begun offering investments inside their 401(k) plans that promise a way for workers to generate steady income during retirement. These investments combine target ...

Whether through a 401(k) or an IRA, there is a definite hope that between personal savings and Social Security, we’ll live a lifestyle that allows us to travel and enjoy life. An annuity is a ...

Old 401(k)s are a little like the old clothes in the back of your closet. You know you should do something about them, but there they sit, mostly out of sight and mind. And so it is with your old ...