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The ruling is a step in the right direction. But be warned: There are too many unknowns for companies to begin offering the program.
The guideline used a specific set of assumptions: a retirement lasting 30 years with savings in a tax-deferred account and nothing left for heirs. Change just one and your “safe” withdrawal rate may differ.
Retirees will owe taxes for up to 85% of their Social Security benefits if their adjusted gross income plus nontaxable interest exceed a certain threshold.
More than one-third of the $18.1 trillion invested globally in pensions are in 133 U.S. funds, including Boeing, AT&T, IBM, General Motors and General Electric.
A study notes that retirees might be experiencing the “Homer Simpson” mindset, in which they choose immediate gratification without thinking about the long-term consequences.
More than one-third of the $18.1 trillion invested globally in pensions are in 133 U.S. funds, including Boeing, AT&T, IBM, General Motors and General Electric.
Among current retirees, the numbers aren't much better: 60% of them have not calculated how much health care costs impact their savings.
While forming a retirement plan committee seems simple on the surface, employers should take care to form them properly, or inadvertently create fiduciary risk to stakeholders.
While forming a retirement plan committee seems simple on the surface, organizations should take care to form them properly, or inadvertently create fiduciary risk to stakeholders.
Plan sponsors are modernizing traditional auto-services to boost the financial health of varying employee populations.
Lawmakers are looking to pass the Retirement Enhancement and Savings Act of 2018, which will allow workers to save more while encouraging employers to offer more retirement savings options.
Employees harbor a number of regrets about past spending — especially on short-term pleasures — that prevented them from saving more for retirement, Charles Schwab research finds.
Cost of living is a key consideration, but a retiree’s goals and objectives are also important.
New executive order directs Treasury and Labor departments to ease barriers for small firms to join together in multi-employer plans.
The president plans to issue an executive order Friday to make it easier for small businesses to band together to set up retirement-savings plans.
Employees harbor a number of regrets about past spending — especially on short-term pleasures — that prevented them from saving more for retirement, Charles Schwab research finds.
While a recent IRS private letter ruling is generating some buzz, employers need to do their homework before proceeding with this type of program on their own.
The ERISA Industry Committee requests that the agency “clearly articulate that such contributions will not affect the tax-qualified status of an employer’s retirement plan.”
As we become a more tech-enabled society, it’s important to recognize how that translates to the retirement plan landscape.
Working with employers to fine-tune communications plans can help ensure open enrollment success.
