IRS rule changes will require some older workers to make 401(k) catch-up contributions with after-tax dollars, rather than as a pre-tax deferral. It’s human nature to wait until the last minute rather ...

The vast majority of employers who offer retirement plans specifically offer 401(k) plans. Though increasingly popular, 401(k)s are not terribly easy to understand, let alone navigate. In fact, a poll ...

The average 401(k) balance for someone in their 60s was $568,040 as of June 2025. The median, though, was far less: $188,792.

The change means that in 2027, workers aged 50 and older who earn $145,000 or more must make their 401 (k) contributions after paying taxes. Some plans, however, may make the change in 2026 “using a ...

Many retirement calculators still assume outdated market returns. Here’s how that can throw your plan off—and what you can do ...

You may be saving more in an easy-to-contribute retirement savings vehicle, but you're giving up a great deal of flexibility.

Retiring in the next decade or so? This 8-step checklist helps you shore up your finances, cut costs and maximize Social ...

Flat-fee 401(k) plans are simple solutions for small-business clients that can help them offer a competitive retirement benefit.

Fiduciary liability insurance is necessary as private equity enters the 401(k) conversation. Here is what plan sponsors must know.

Regulators and policymakers have been looking for ways to diversify retirement portfolios and improve long-term returns, and they may be getting their wish. In August, President Trump signed a ...