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retirement-plan

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Examples

  • Still, Hewitt found that when company stock was an option, 21% of retirement-plan holdings were invested in it, an exceedingly large allocation to a single stock.

    Five Common 401(k) Mistakes 2010

  • The Labor Department's current powers are far narrower using the fiduciary standard, which requires brokers and others to act in the best interests of the retirement-plan client.

    Labor Pains Wall Street Aaron Lucchetti 2011

  • "We had a real 'stress test' in the first nine months of 2011, and the industry failed," says Ron Surz , a retirement-plan consultant and president of Target Date Solutions.

    Target Funds Miss Their Marks -- Again Sarah Morgan 2012

  • The average participant saves 7% to 8% of pay, but many retirement-plan advisers recommend you aim for 10% or more, before including your employer match.

    Five Common 401(k) Mistakes 2010

  • But if you receive income from pensions, retirement-plan withdrawals and other sources, up to 85% of your benefits could be taxed.

    Debunking common tax myths: E-filing won't trigger an audit 2010

  • That could mean employers rethink the merits of various retirement-plan designs.

    Will Your 401(k) Plan Survive? Eleanor Laise 2010

  • The Labor Department is reviewing comments from the recent hearings and hopes to issue final retirement-plan rules by the end of the year.

    When Your Adviser Can't Be Trusted Karen Blumenthal 2011

  • • Ask those giving you investment advice, sales pitches or specific retirement-plan suggestions if they are acting under a fiduciary standard of care.

    When Your Adviser Can't Be Trusted Karen Blumenthal 2011

  • Also ask if your retirement-plan provider has information on annuities.

    An Annuity Can Still Make Sense Andrea Coombes 2012

  • Vanguard recommends that your company stock shouldn't make up more than 10% of your retirement-plan money.

    Five Common 401(k) Mistakes 2010

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