Retirement

Known as Explanation No 9, the document is to be used in conjunction with Form 8387, Worksheet 9 – Determination of Qualification and Form 8399, Deficiency Checksheet 9.

Student loan debt and jobs that don’t offer 401(k) plans put added pressure on retirement savings for millennial workers.

OneAmerica announces plans to buy BMO Financial Group’s Milwaukee-based U.S. retirement services business.

Friday’s landmark ruling on gay marriage poses both challenges and benefits to employers.

Women more likely than men to take advantage of workplace financial wellness programs, yet still experience more financial stress than men.

The funded status of local and state pension plans rose slightly from 72% in 2013 to 74% in 2014, in part driven by a rising stock market over the past five years.

Commentary: The term ‘fiduciary’ is often hard to define and can be interpreted in many ways, so it begs the question: How can plan sponsors best fulfill their fiduciary responsibilities in the context of a mandatory distribution program?

The majority of investors still believe in the American dream but many workers do not have a written financial plan to help them achieve their retirement goals.

The average mutual fund investor typically underperforms the indexes each year by a wide margin. What can 401(k) plan participants (who comprise the majority of mutual fund investors) do to keep from sabotaging their annual returns?

While they have become a standard option in most employer-sponsored retirement programs, how much do participants really know about glide paths and real TDF performance?