More From Employee Benefit News
How employers can help women avoid the ‘daughter tax’
Women take on the majority of caregiving responsibilities for aging parents, often putting their financial futures at risk.
Bill targets $10M+ retirement accounts with new distribution rules
Some ultrahigh net worth clients would be affected by a change to retirement plan contribution and distribution rules that's under consideration in Congress.
Why some advisors prefer HSAs over IRAs for retirement savings
At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
Benefits Think Saver’s Match missing a crucial component
Without the right infrastructure in place to facilitate millions of Saver's Match contributions, taxpayers won't be able to obtain the benefit they are qualified to receive.
Spencer Williams
Portability Services Network and Retirement Clearinghouse
The pros and cons of rolling over a client’s 401(k)
There's value in having money in one place, but some 401(k) rules make rollovers more trouble than they're worth.