Here are the changes in store for 2025. Thanks to 2022′s SECURE 2.0 legislation, employers with plans established after Dec.

You could get auto-enrolled in your employer's retirement plan and may be able to contribute if you're a part-time worker.

Record keepers “have dragged their feet,” said Michael J. Francis, president and co-founder of retirement plan consulting ...

And, on the off-chance you're still working and contributing money to a 401(k) or similar workplace retirement plan, with ...

The 529 plan must be open for at least 15 years. You cannot convert 529 contributions made within the past five years (or the ...

A federal judge in Newark, N.J. has dismissed a lawsuit against Honeywell International and its fiduciaries by a former 401(k ...

REQUIRED MINIMUM DISTRIBUTIONS RULES FOR NON-ELIGIBLE DESIGNATED BENEFICIARIES If ... if a plan participant wanted separate account treatment when naming a trust as beneficiary of a retirement plan, ...

Traditionally, required minimum distributions (RMDs) have started at age 70 and 1/2 (born before July 1949) or age 72 (born ...

The Internal Revenue Service today reminded North Carolinians aged 73 and older of the deadline to take Required Minimum Distributions from Individual Retirement Arrangements and other retirement ...

As the year-end approaches, financial planners are chasing down the last of their clients who have still not made their ...

Retirement plans for the self-employed range from the good to the outrageously good, and can allow you to save much more than ...

National Director of Wealth Planning at Comerica Wealth Management shares key strategies for retirement planning, including ...