Retirement

The Supreme Court is slated to hear the Tibble v. Edison case in 2015, which promises to be a landmark ruling for the corporate retirement space.

Commentary: With so much happening at year’s end and again at the beginning of the New Year, columnist John Ludwig shares what plan sponsors be working on.

Low cost, no minimum investment and daily trading are reasons for their increased use over the past 10 years.

Historically, financial planners have advised that retirees could expect to derive their retirement income from three sources: Social Security, corporate retirement plans and personal savings. That might not be the case anymore.

Employers will devote more mind share to retirement programs in the coming year, in part because of increased confidence about compliance with the Affordable Care Act.

Despite great investment returns recently, the nation’s largest corporate defined benefit pension funds have been defenseless against growing liabilities resulting from dropping discount rates.

Lawmakers in Springfield, Ill., decided this week to green light a new statewide private sector retirement program that will consist of individual retirement accounts to be funded by automatic employee payroll deductions.

The IRS has issued new guidance amending the safe harbor explanations for notices that plans must provide to recipients of eligible rollover distributions, offering benefit advisers and their employer clients some clarifying guidance on how to proceed with communications.

End-of-year reviews of retirement plan success strategies should also include a candid examination of the job a plan adviser has been doing. Here are some benchmarks to help with that process.

While it’s on the DOL agenda for January, many in the industry anticipate additional postponements before the new rule is released.