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IRAs

An X-ray of one affluent, educated and sophisticated investor's portfolio shows how it was chewed up by fees

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Helping an ex-Fortune 500 retiree prepare for her appearance before Congress, the author waded through a mountain of paper only to discover that the woman was likely to outlive her portfolio.

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401(k)s are a sham

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Duped by a DIY retirement dream, the elderly now face staggeringly low living standards

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Congress should protect investors, not undermine them

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In 1975, when the U.S. Department of Labor issued a rule defining who is an investment advisor under the Employee Retirement Income Security Act, the Vietnam War had just ended,  Steve Jobs was tinkering around his dad’s garage, and Angelina Jolie was barely in diapers.

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Suddenly, Retiree Nest Eggs Look More Fragile

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Many Americans don’t have enough money to carry them through retirement — and many of them know it.

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A Paycheck's Impact on Retirement Income Benefits

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Returning to work can affect Social Security benefits and pension payments, but may also let you turbocharge your nest egg.

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Pensions Are Top Income Source for Wealthier U.S. Retirees

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U.S. retirees with $50,000 or more in annual income are twice as likely as retirees below that threshold to say a work-sponsored pension plan is a major source of retirement funds. Instead, these lower-income retirees overwhelmingly cite Social Security as a major source of their retirement income.

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Income, Age Key Factors in Retirement Funding Expectations

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Nonretired Americans' expectations about which sources they will rely on to fund their retirement differ significantly by their annual household income.

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401(k) rollover study triggers call for action

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A new Government Accountability Office report highlighting the pitfalls of rolling over 401(k) plan accounts is sparking demand for clearer procedures and stronger consumer protections from companies and the federal government.

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Letter to the Editor: Secure Choice plan provides saving options

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If Stephen Butler understood the California Secure Choice plan, which expands retirement savings for California residents, he wouldn't oppose it ("Time to go public on flawed state pension plan," Opinion, March 17).

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401(k) Plans: Labor and IRS Could Improve the Rollover Process for Participants

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401(k) plan participants separating from their employers must decide what to do with their plan savings. Many roll over their plan savings to IRAs. As GAO previously reported, there concern that participants may be encouraged to choose rollovers to IRAs in lieu of options that could be more in their interests.

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