Retirement

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  • How to reassure retirement plan participants in light of PIMCO moves

    September 30, 2014

    Commentary: On Friday, September 26, Bill Gross, the portfolio manager of the PIMCO Total Return Bond Fund, left the company for another job. Many financial advisers, including me, believe that his departure is a positive for the Fund and PIMCO. Why is this important to you as a retirement plan sponsor?


  • In case you missed it: Retirement

    September 29, 2014

    A focus on retirement has been key recently, with a push for younger generations to begin investing into 401(k)s, along with recent calls to Congress to empower savings among employees. Employee Benefit News has remained on top of the coverage and has packaged it for you here.


  • Group annuity, lump sum plan to help Motorola unload pension liability

    September 26, 2014

    Motorola Solutions is incorporating a new group annuity and lump sum payment plan into the makeup of its traditional defined benefit plan that will help the communications company shave $4.2 billion in growing liabilities and benefit payments off its balance sheet.


  • Investor confidence up, but majority still no better off than five years ago

    September 25, 2014

    Although the scars are still visible since the economy’s near-collapse, investors today are more optimistic than they have been since 2007.


  • American Benefits Council releases slew of regulatory recommendations in 2020 plan

    September 23, 2014

    The American Benefits Council has introduced its strategic plans for health and retirement policy, providing 46 specific regulatory recommendations for Congress to consider in easing the burdens on employees, employers and government agencies.


  • IRS clarifies hybrid plan rules

    September 22, 2014

    The IRS has released long-awaited final regulations that clarify market rate of return issues for cash balance and other hybrid plans. The new rules, effective for the first plan year that begins on or after Jan. 1 2016, sponsors of hybrid plans a clearer path forward.


  • Smart, timely communication on retirement may be key to engaging younger generation

    September 22, 2014

    Having an engaging 401(k) plan recordkeeper, partnered with innovative online educational tools, may provide a solution to piercing the Gen Y markets as more and more of the current employee base moves closer to retirement.


  • 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.


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