401(k)s

Confused about which vehicles to fund first? We can help.

Learn when to use a transfer or a rollover and how to avoid the IRS’ strict 12‑month rule.

BlackRock and Vanguard are other big players offering annuities. But this category may not be a good fit for every 401(k).

Annuities promise higher payouts, but much of it is just your money back—and inflation can erode the rest.

Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.

Morningstar’s first fund analyst reflects on investing culture, stewardship, and long-term thinking.

How a simple paperwork mistake after divorce can leave your retirement account in the wrong hands.

What high-income retirement-plan participants need to know if they’re over the age of 50.

The retirement researcher weighs in on in-retirement asset allocation and the best ways to address sequence risk and shares his favorite retirement-spending system and longevity calculator.

The Department of Labor’s proposed rule addresses how fiduciaries should evaluate alternatives in 401(k) plans, granting choice and opening the door to new challenges for investors.

Meanwhile, serious 401(k) pain points are hiding in plain sight.

As private markets and lifetime income strategies enter defined-contribution plans, careful oversight will matter more than ever.

Breaking down income annuities and savings annuities.

Annuities come in many forms. Understand what you’re getting from these products.

If you’ve decided to purchase an annuity, you’ll need to think through where to hold it, how much to annuitize, and when to make the buy.