Jay Vivian, former managing director of the IBM Retirement Funds, on why rolling over your 401(k) is important. Continue reading →

You don’t need a time-traveling DeLorean to see the value in a good idea from the past. A great “back to the future” type of 401(k) plan popular in the ’80s is being revived, one that promises to take a lot of pressure off small business owners and their employees. Known as pooled 401(k)s, these… Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, explains the power of IRAs and tax-deferred investing. Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee explains how rebalancing positively affects returns. Continue reading →

Professor Charles D. Ellis of the Rebalance Investment Committee on changing jobs and retirement risk. Continue reading →

As millions of Americans edge their way into retirement, expect a tidal wave of lawsuits over 401(k) plans much like the one just filed in federal court in Greensboro, N.C. Novant Health, a nonprofit hospital system, is accused of letting its plan provider overcharge employees by millions of dollars, according to reports. The plaintiffs allege… Continue reading →

Professor Burton Malkiel of the Rebalance Investment Committee shares some simple strategies for saving more for retirement, even if you think you can’t budget for saving. Continue reading →

Jay Vivian, former managing director of the IBM Retirement Funds, on how to treat rollovers in order to avoid tax penalties and ensure your retirement plan remains intact. Continue reading →