Retirement Trends

IRA, 401(k), and 403(b) balances all grow, with female long-term savers surpassing $500,000 and Roth adoption rising among younger generations.

Roth individual retirement accounts offer tax-free withdrawals, but there are important rules and limits to understand.

Judge rules plan’s terms allow forfeited retirement contributions to offset employer costs, rejecting claims they must benefit participants exclusively.

A plan participant filed a complaint earlier this month in the U.S. District Court for the Northern District of California against Centene Management, a subsidiary of Centene Corp., which serves as the legal sponsor and administrator of certain employee benefit plans.

The plaintiff alleges plan fiduciaries misallocated unvested contributions, prioritizing company savings over participant benefits.

A few extra dollars of income could cost certain clients thousands per year if enhanced ACA tax credits aren't renewed.