Retirement

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  • Employer-offered financial literacy could provide boon in employee productivity

    September 19, 2014

    Offering financial education can provide a big boost to employee productivity, allowing employees to solve financial dilemmas and refocus on work.


  • Is it time for a checkup for your client's 401(k) plan?

    September 19, 2014

    It’s a good best practice to give your employer client’s 401(k) plan a good compliance review every year. Here’s a checklist of some IRS suggested corrective mechanisms that can be taken to bring a plan into compliance.


  • 5 tips to make retirement education meaningful

    September 18, 2014

    Through the use of education and communication, employers and benefit advisers can have a huge impact on their employees’ retirement readiness. Making that education meaningful, however, is key to employee engagement and understanding. Here are five tips from Grinkmeyer Leonard Financial and investment advisers with Commonwealth Financial Network on how to make retirement education meaningful.


  • The nasty surprises behind 401(k) group annuities

    September 17, 2014

    Group annuities are common among 401(k)s because they appear to be cost effective, turnkey options. However, careful due diligence will reveal they are big aggressors when it comes to fees that hinder portfolio growth.


  • American retirement policy shifts to tax incentives

    September 16, 2014

    Despite great strides in retirement security, some lawmakers and benefit leaders see an opportunity to revisit tax policies that could help incentivize all Americans to save more as they plan their exits from the workforce.


  • 4 red flags may indicate social media investing scams

    September 16, 2014

    A recent alert from the Securities and Exchange Commission emphasized how easily and quickly false information can be spread via social media by market manipulators who may be posing as legitimate or trusted sources of information. Plan sponsors may want to communicate this information to their 401(k) plan participants.


  • Employers should consider boomer generation when forming retirement health plans

    September 15, 2014

    The impending post-retirement health costs of America’s baby boomers may still seem remote, but benefits managers would do well to help their older workers by working together to consider those potentially explosive concerns – and include them in a comprehensive employee health plan.


  • Harkin's ERISA bill could bank employers millions

    September 12, 2014

    A new Senate bill calling for an amendment to a controversial section of the Employee Retirement Income Security Act is expected to save employers and plan sponsors $15 million over the next decade, according to new estimates.


  • Who is EBA’s Retirement Adviser of the Year?

    September 12, 2014

    Turn to Barbara Delaney, founder and principal at StoneStreet Advisor Group, to know what’s next for retirement plans.


  • Retirement expectations remain low, global outlook foresees longer working careers

    September 11, 2014

    Expectations of retirement haven’t quite bounced back since the recession, and retirement security is increasingly becoming a topic of concern for workers around the world.


  • 5 top overseas retirement destinations

    September 11, 2014

    Global correspondents for retirement travel site Live and Invest Overseas have picked some of the top retirement destinations for its 2014 Retire Overseas Index, which takes into consideration everything from climate to the cost of living to health care and taxes. Here are some of their top picks.


  • NFLPA works to prepare players financially for life after the game

    September 9, 2014

    Since joining the NFL Players Association 25 years ago, Dana Hammonds has launched a successful financial education program and constantly fine-tuned educational topics and outreach to meet players’ needs. She is the recipient of EBN’s 2014 Benny Award for Leadership in Retirement Planning.


  • 4 ways your 401(k) participants can save more

    September 9, 2014

    Many studies indicate that workers should save at least 12% to 15% of their income each year. It is likely that most 401(k) plan participants are not saving anything near this amount.


  • 10 worst places to retire

    September 7, 2014

    According to WalletHub.com research, these 10 cities ranked as the worst places to retire based on five key dimensions — affordability, jobs, activities, quality of life, health care — and a variety of metrics, including cost of living, job prospects for those over age 65 and the availability of recreational activities.


  • Insurance, utilities sectors buck DB to DC trend

    September 5, 2014

    Some industry sectors are bucking the trend from defined benefit pension plans to defined contribution plans, with more than half of companies in the insurance and utility sectors still offering DB and DC retirement plans to new salaried employees.


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