Generally, workers have to wait until they are 59 1/2 ( or 55 in certain cases ) to take 401 (k) distributions penalty-free.

The North Dakota Teachers’ Fund for Retirement has taken a big step forward with a newly modernized pension administration ...

Decision trees are a major tool in corporate finance. Discover how binomial trees play an integral role in the pricing of interest rates.

Is the US economy headed for a recession in 2025? Get insight from experts, learn about key indicators, and understand the ...

Premier client service requires us to understand a client’s full perspective, especially when providing retirement advice. What are they focused on in that moment? Why are they interested in ...

Nearly half (47%) of U.S. private-sector full-time and part-time workers over age 18 — or more than 59 million people — do ...

Kevin O’Leary, Canadian businessman and “shark” on hit show Shark Tank, advocates for not investing in what you don’t understand. Undoubtedly, if you’ve watched Shark Tank or Dragon’s Den, if you’re ...

In investing, the problem of investor “stupidity” is compounded by a variety of biased assumptions. Click to read.

As baby boomers approach or enter retirement, investment strategies are shifting from high-growth stocks to more stable, ...

Hedge fund strategies varied among the large pension funds that provided breakout responses to Pensions & Investments’ annual ...

Readers had questions about cash balance plans after a recent Journal story, and we have answers.

Turmoil on Wall Street is keeping financial planners’ phones ringing as 401 (k) holders watch their retirement account balances fall with the stock markets they’re tied to. For the most part, they’re ...