Managing a retirement plan comes with a lot of complexities, as human resource and benefits teams must be aware of new legislation and compliance that is constantly changing. As a result, training HR and benefits staff to understand the innerworkings of a retirement plan is a vital and ongoing task for employers, especially for those who manage smaller teams made up of mainly generalists who do not have prior retirement-plan experience. John Jones, managing director of WTW’s employee...

When it comes to using H&R Block versus TurboTax to file your tax return, a lot comes down to your financial complexities. Do you have a full-time job and few investments, or are you also juggling side gigs, rental property and more? That may help determine which tax preparation software is right for you. These popular programs are easy to use and simplify filing, and they also offer support from tax professionals if you’re stumped. Though they share many similarities, there are some subtle...

A relationship with a financial advisor is very personal– after all, your advisor knows a lot about you. But there comes a time when you might be ready to work with someone else as your circumstances evolve. It may be hard to see those signs initially, and because of the personal relationship with the advisor, you may put it off switching as long as possible. But if your personal situation has changed, whether your portfolio has grown, you’ve gotten married or divorced, have kids or are near...