Retirement

Three important things plan sponsors need to know about the DOL’s decision to push back the implementation date.

Workers who withdraw from their 401(k) plan lose about 25% in compounded growth.

I’ve never been a big tech-head, but talking to EBN’s Benefits Technology Innovators changed my attitude.

Workers who withdraw from their 401(k) plan lose about 25% in compounded growth.

Experts say fiduciaries can learn lessons from recent litigation so they don’t find themselves on the other end of a class action lawsuit.

Young advisers can diversify their services through better knowledge of the Medicare landscape and a stronger focus on HSAs.

Professors and other faculty want more information about Medicare, post-work healthcare costs, Social Security and investment options from plan sponsors.

A couple who expects to earn a bigger income in the future is advised to convert part of their IRA into a Roth now while they are in a lower tax bracket.

Too many recordkeepers, complex contract structure, and a flood of investment options impede updates to best practices, warns John Ludwig.

Workers want more diversified options for how to spend money traditionally accumulated in workplace retirement accounts, a South African study by financial services group Alexander Forbes finds.