• How IRAs can help employees prepare for retirement

    July 30, 2014

    As employers try to figure out how best to prepare their workforces for retirement, experts in the benefits and investment industries recommend that an individual retirement account – either the traditional or Roth version – can be a good complement or standalone option for an employee’s retirement path.

  • Which type of fiduciary should plan sponsors hire?

    July 29, 2014

    Making the choice between TPAs serving as 3(16) fiduciaries or going with retirement planning advice in a 3(21) or 3(38) can help make financial management of a 401(k) plan go more smoothly.

  • Hybrid retirement plans offer pension-styled security

    July 28, 2014

    Many companies have frozen their defined benefit plans to new hires. Others have abandoned their pensions in favor of a 401(k) or other defined contribution plan. But not everyone is happy with DC plans because they often leave participants to fend for themselves when most have never had to make investment decisions.

  • Participant count common trip-up with Form 5500

    July 25, 2014

    With the Form 5500 deadline fast approaching, 401(k) plan sponsors should be aware of common mistakes that can easily occur when filing the form.

  • Top companies offering the best 401(k) plans

    July 24, 2014

    A first-of-its-kind ranking of 401(k) plans at the 250 biggest companies in the U.S. unveils which companies offer the most lucrative retirement benefits and those with the least lavish. Among the least generous are Facebook,, and Whole Foods. Here are the 35 companies with the most advantageous retirement offerings.

  • 401(k) rankings reveal discrepancies in matches, benefits

    July 23, 2014

    While employees at some of America's most successful businesses do enjoy a healthy range of 401(k) benefits, those working at Facebook, Whole Foods and are not as lucky.

  • Cafeteria plans: Still going strong after all these years

    July 21, 2014

    Commentary: Columnist Jerry Kalish discusses the ins and outs of cafeteria plans, which may be seeing a rise in interest due to the ACA.

  • Drawdown strategies key in a financial secure retirement plan

    July 18, 2014

    Retirees should move beyond the long-held “4% Rule” and take into account the full range of financial opportunities and risks they could face going into the golden years.

  • The future of retirement plan advising

    July 15, 2014

    Learn about how technology can demonstrate the link between volatility and risk in retirement planning — a distinguishing factor from other advisers, according to columnist Craig Davidson.

  • Help your employees make the right 401(k) investment choices

    July 15, 2014

    Employment education sessions are a critical way to get plan participants more involved in the personal choices they need to make to maximize their retirement account returns.

  • Health care employers need cure-all for retirement epidemic

    July 11, 2014

    Like other industries, health care employers and benefit plan managers in the health care sector are struggling mightily with their ability to address the retirement preparedness of their evolving workforces.

  • It’s clean up season for retirement plans — do your clients know where to start?

    July 11, 2014

    Commentary: This fall will be a time for plan sponsors to take on additional decisions, as many prototypes sponsors are going through the process of getting their documents updated for the upcoming restatement process. While columnist John Ludwig says this is a necessary process for everyone, he shares decisions that plan sponsors should think about as they go through this process.

  • Same-sex families emerge as most financially prepared

    July 11, 2014

    When it comes to retirement savings, no family structure is apparently better prepared than same-sex couples without kids, who reported having $276,200 tucked away – the very model of successful workplace savers.

  • Senator calls for Social Security expansions, not cuts

    July 9, 2014

    Funding for Social Security Disability Insurance is set to run out by 2016, and if no further action from Congress is taken, SSDI recipients could see a 20% reduction in benefits.

  • DOL investigating outsourcing of employee benefit plan services

    July 8, 2014

    The DOL’s ERISA Advisory Council plans to identify current industry practices and trends regarding the types of employee benefit plan services being outsourced and the market for delivery of those services as part of its 2014 issue agenda.

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