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The best way for plan sponsors to keep missing retirement participants to a minimum is to adopt auto-portability for accounts with less than $5,000, and actively encourage account consolidation among those with larger balances.
May 21
Portability Services Network and Retirement Clearinghouse -
For employers, selecting the most appropriate 401(k) plan administrator isn’t always a no-brainer.
May 21 -
Millennials are leading the charge when it comes to increasing their retirement account contributions, according to Fidelity Investments.
May 21 -
Millennials are leading the charge when it comes to increasing their retirement account contributions, according to Fidelity Investments.
May 18 -
Data from retail investors firm Hearts & Wallets show that the number of clients owning taxable brokerage accounts has increased 10% over the past five years.
May 17 -
Some are forced to retire early because of disability, layoff and health issues, while others fear that the program will reduce future benefit payouts as a result of its financial woes.
May 16 -
Selecting the right 401(k) plan administrator is not a ‘no brainer,’ and advisers can add real value by helping clients make the best choice.
May 15 -
Mutual fund costs have fallen to 48 basis points in 2016 from 77 basis points in 2000 for plan participants, according to data from Investment Company Institute.
May 11 -
A study by Merrill Lynch and Age Wave has found that 42% of women are concerned that they will outlive their nest egg when they reach the age of 80.
May 9 -
Whether the husband takes reduced benefits has no impact on the spousal rate, although it could effect potential widow's benefits, according to a Social Security expert.
May 8 -
Clients should determine the benefits they would receive if they file at age 62, at full retirement age, and after their full retirement age.
May 2 -
Employers should concentrate on adopting measures that enable seamless plan-to-plan savings portability for participants, especially for employee accounts with less than $5,000.
May 1
Portability Services Network and Retirement Clearinghouse -
More than 25 million workers resigned and left at least one retirement account with their former employer between 2004 and 2013, according to the U.S. Government Accountability Office.
May 1 -
New rules to employer retirement plans will impact how your workers face a financial crisis.
April 30
Bradley Arant Boult Cummings -
The differences generally come down to investor eligibility and when taxes are paid, but that can have a significant impact.
April 27 -
Foreign hackers are learning that $5.3 trillion of retirement plan assets are ready for the taking, leaving plan sponsors and participants susceptible to theft.
April 26 -
Foreign hackers are learning that $5.3 trillion of retirement plan assets are ready for the taking, leaving plan sponsors and participants susceptible to theft.
April 24 -
The supermarket giant is the latest retailer to add the perk in an effort to retain and attract employees in a tight labor market.
April 19 -
Reasonable costs, healthy account balances and a high percentage of employee participants are attributes of great retirement plans.
April 19
Lawton Retirement Plan Consultants -
Employees have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.
April 18














