Retirement

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  • De-risking defined benefits plans needs to be a corporate priority

    April 17, 2014

    Rising interest rates and strong stock market performance have improved funding ratios for DB plans and created an environment in which plan sponsors can — and are — acting decisively to mitigate risk.


  • 6 investment menu best practices for 401(k) and 403(b) plans

    April 15, 2014

    How does your investment fund line-up compare to the market? Do you have too many investment options or too few? Regular blogger Robert C. Lawton outlines some best practices with regard to investment menus.


  • When more choice is not better

    April 14, 2014

    Commentary: With too many choices, the net result is that participants make poorer choices, or simply make no choice, writes blogger Aaron Friedman about one particular retirement vehicle.


  • IRS issues rules for recognizing same-sex spouses under retirement plans

    April 10, 2014

    The IRS last week issued Notice 2014-19, which sets forth the rules for recognition of same-sex spouses in retirement plan administration. Here's what employers need to know.


  • Help employees understand retirement withdrawals

    April 10, 2014

    Commentary: Required minimum distributions can be tricky. Columnist John Ludwig has tips for advising employees on this topic.


  • Millennials facing bigger debt and financial wellness woes

    April 10, 2014

    A new PwC survey suggests millennial employees are feeling the pinch more strongly than other workers, and notes that ongoing financial stress can be a tremendous drain on worker productivity and performance – and will be until remuneration begins to match the rapidly increasing cost of living.


  • Voluntary retiree life insurance offers retirement protection

    April 8, 2014

    MetLife has launched a new voluntary life insurance product aimed at baby boomers nearing retirement.


  • 8 best practices in 401(k) and 403(b) plan design

    April 8, 2014

    Wondering whether your plan design is still market competitive? Leading-edge 401(k) and 403(b) plans have the following plan design features in common.


  • Trust me — I’m your adviser

    April 7, 2014

    Commentary: Research shows that the financial services industry remains the least trusted business, according to blogger Jerry Kalish. However, people trust business overall to innovate and change, more than the government. Here’s how you can start to build trust back.


  • Baby boomers continue retirement confidence slide

    April 7, 2014

    A new study finds that retirement readiness among the baby boomer generation continued its decline in key confidence measurements that look at whether the age cohort was comfortable with covering medical expenses and income needs when they exit the workforce.


  • Employees getting back on the 401(k) bandwagon

    April 3, 2014

    As hopeful evidence that a half-decade of retirement savings doldrums may finally be over, a new examination of employee 401(k) participation suggests workers are back on the savings path – and increasingly using HSAs as a new form of long-term financial planning.


  • 7 tips for women to take charge of their retirement

    April 2, 2014

    Lower salaries and longer life expectancies are two of several factors that put women at a greater risk for not achieving a financially secure retirement. In fact, only 7% of women are “very confident” in their ability to retire comfortably, according to the 14th annual Transamerica Retirement Survey of Workers. Here are a few ways advisers can help their employers ensure female employees are ready. [Images: Thinkstock]


  • Legal pros, plan advisers eye Supreme Court 401(k) case

    April 2, 2014

    Retirement plan sponsors and their consultants are attentively following the Supreme Court today as it hears oral arguments in Fifth Third Bancorp v. Duddenhoeffer, a case that has implications for the retirement plan industry’s fiduciary standard in employee stock ownership plans.


  • Don’t let RMDs ruin your plan

    April 2, 2014

    Typically thought of as the employees’ responsibility, plan sponsors should actually facilitate all aspects of required minimum distributions – from alerting participants about them to activating the fund withdrawal.


  • State pension plans continue recovery from lows of 2009

    April 1, 2014

    Overall, state public-sector pension programs continue claw out of the unfunded liabilities that have buried them since the financial collapse, as the total pension debt was over $1 trillion at the close of the fiscal year 2012.


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