Financial planning

The merging of health benefits and retirement planning on an exchange platform is a trend worth taking note of.

Financial stress can affect employee productivity and while many employees say they understand the importance of saving for retirement, some say they can’t afford to save or lack understanding about where or how to save.

Portability solutions are a proven method for facilitating and actively encouraging participants to keep their hard-earned savings in the retirement system.

When performing due diligence, retirement plan fiduciaries must be aware of new SEC rules for the money market funds included in their 401(k) investment lineups.

Employees who don’t factor health care costs into their retirement planning could be in for a rude awakening.

Small-business 401(k) plan participants don’t have access to the same tools and resources that participants in large plans have, which could be putting them at a retirement disadvantage.

The bad equity markets have one silver lining for those executives in your organization that might have large 401(k) account balances: In-plan conversions to Roth 401(k) accounts.

A solid financial wellness program needs to focus on three big ideas: big data, behavioral science and technology, according to experts at this week’s Benefits Forum & Expo.

John Engler, president of Business Roundtable, called on Secretary of Labor Thomas Perez to consider changes to the fiduciary proposal.

Retirement planning is harder than sticking to a diet and exercise program, millennials say.

Consulting firm Mercer is selling its U.S. defined contribution administration book of business to Transamerica. The deal, expected to close by the end of this year, will see Transamerica become Mercer’s preferred DC recordkeeping provider.

Can business leaders be coaxed into focusing on the serious economic threat posed by unbridled health care excesses?

Retirement confidence around the world is up, yet only a third of employees report receiving retirement information from their employer.

Tuition assistance programs can be a valuable benefit in a competitive job market.

Commentary: As more baby boomers work past the traditional retirement age of 65, understanding how Medicare interacts with workplace health benefits becomes crucial for economic well-being.

Martha G. King, managing director of Vanguard’s institutional group, addresses the evolution of retirement plan education and the challenges of guaranteed annuity products within 401(k) plans.

SMILE Community Action Agency has made a concerted effort in the past year and a half to offer a more in-depth benefits package to employees so that it can become an employer of choice.

Actively managed funds still represent the largest chunk of most 401(k) investment lineups, but passively managed investments have risen in recent years because of fee disclosure regulations, target-date funds and the notion that managed accounts have been unable to beat the returns of index funds.

Is the U.S. health care system overrated and overpriced?

Commentary: Benefit professionals should take advantage of new technology and services to protect employees and help them resolve ID theft situations, says VEBA’s Tinker Kelly.