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When an employee leaves, I know you must have your offboarding procedures: take their security card, give them a COBRA application, perhaps conduct an exit interview. But somewhere in those procedures, I beg of you to remind them to take their 401(k)s with them.
New research from Charles Schwab shows 43% of assets held by 401(k) participants who left their jobs in the first quarter of 2008 had not been moved a year later.
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Transamerica Institute finds more middle-class workers expect to fund retirement through 401(k)s and other savings, but financial pressures could derail those plans.
The CRO of retirement plan provider Human Interest explains how employers can simplify retirement plans and boost participation.
Cash-balance plans lead the way in groundswell of support for offering a more meaningful approach to generating retirement income for cash-strapped workers.
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.
Emphasizing the importance of 401(k) savings preservation will help more employees achieve the American Dream and improve their lives before and after retirement.
