Retirement

The proposed legislation would penalize employers for not offering an auto deferral DC plan.

Employers should consider amending their retirement plans so that the definition of disability relies on the determination of a third party.

Tax reform and fiduciary rule delays dominated discourse in the ongoing effort to improve work-based savings and financial security.

Employers should give employees a risk assessment quiz every year, offer free and basic investment advice and adopt an auto-enrollment provision.

Small firms are allowed to set up multiple-employer plans, but the government needs to "simplify and rationalize the rules" for these types of plans, says an expert.

Overall growth was modest, but more than 150 mergers and acquisitions, such as the formation of Alera Group, proved it’s a dynamic market.

New data shows that the average account balance broke records after increasing to $99,900 in the third quarter.

Retired workers should claim their retirement benefits only when other taxable income sources are used up, as their benefits could be taxed if their taxable earnings reach a certain threshold.

The U.S. Supreme Court sidestepped a clash over Houston’s practice of providing benefits to the same-sex spouses of city employees, leaving intact a Texas Supreme Court decision that calls the city’s policy into question.

Most plans are safe for now under both pieces of legislation, but employers worry conversations about pre-tax contribution limits and possible Rothification could resurface in coming weeks.