President Trump's first-term tax policies and how they affected 401(k) accounts can give clues on how current tax policies ...

Tony Robbins is sounding an alarm about how Americans are using IRAs and 401(k)s, and his message is not about chasing the hottest stock. It is about hidden frictions inside the system that can ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. When business owners think about 401(k) plans, they often ...

President Trump says he wants to democratize retirement by allowing 401(k)s to invest in so-called alternative investments, or strategies outside stocks and other traditional investments, such as ...

Your 401(k) doesn’t just disappear when you die. Here’s how it’s transferred, who gets it, the tax impact, and why ...

A new U.S. Labor Department rule will significantly change the advice many investors receive about rolling money over from 401(k) plans to individual retirement accounts, legal experts say. The ...

A U.S. Government Accountability Office study reported that 41% of American workers are unaware that 401(k) plans carry fees. Yet these fees can cost a workers thousands (and thousands) of dollars ...

Forbes contributors publish independent expert analyses and insights. I write about 401(k) and workplace retirement plan topics and trends. Workplace retirement accounts have long been the largest ...

For many years the best action to take with a 401(k) account when leaving an employer was to roll over the account to an IRA. The rollover has been the most frequent IRA transaction, and rollover ...

Recent research reveals retirees withdraw just 2.1% of their savings annually—about half the amount experts recommend. Here's ...

In the past, the private equity world has been largely populated by ultra-rich investors, endowments and pension funds. That may be about to change. Retirement savers with 401(k) accounts are gaining ...