Defined Contribution

For affluent homeowners with workplace 401(k) plans in high-tax states with lots of deductions, tax reform could be painful. Here's 5 reasons why.

Foregone revenue on health care benefits will cost the feds $3.9 trillion -- by far the largest expenditure in the tax code -- which is why group health insurance experts are uneasy about the future of group policies in a tax reform debate.

Even though full implementation of the fiduciary rule has been delayed, there are still actions advisors need to take.

Political analysts are not expecting either the Medicare for All team or the Graham-Cassidy team to have much luck with getting its proposal through Congress in time to have any effect on health coverage in 2018, but either package, or both, could shape future legislation.

Lawmakers are reportedly considering moving all or some portion of the defined contribution market to a Roth, or after-tax model as part of tax reform strategies -- but many fear that would hurt workers' savings rates.

Many employees want a lot more service than their employers' retirement plans provide, a survey says.