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Employers should concentrate on adopting measures that enable seamless plan-to-plan savings portability for participants, especially for employee accounts with less than $5,000.
While these services are far from perfect, they are a useful way to start a conversation with employees planning for their post-work years.
Clients are advised to keep track of their financial information and have a trusted person who knows where to locate it.
Employees who have access to a workplace plan and start saving early are in the best position to retire when they finally reach the age of 65, says the EBRI.
The latest proposal clarifies an RIA’s duty of care and other fiduciary obligations when dealing with clients.
A new benefit program at Abbott means employees won’t have to choose between paying down student debt and saving for the future.
EBRI finds that employees with access to a workplace plan and start saving early on are in the best position when they finally reach the age of 65.
They need documentation showing how they reviewed, selected and monitor their TDFs and if their investment strategy fits with participant demographics.
Rising interest rates can be a boon for seniors seeking better returns from low-risk investments, but can hamper other clients with adjustable-rate mortgages.
Those who can't downsize can still rent out a portion of their property to help cover expenses.
With more than 22,000 benefits and HR professionals, there was plenty to talk about at the 2018 Society for Human Resource Management meeting.
Brokers are in a legal quandary: Many of them will still be fiduciaries under the 1975 Rule, but the third-party compensation they received will no longer be permitted.
When the Dow soars and dives, advisers need to reassure clients that their employees’ retirement nest egg is safe.
Advisers must develop relationships with business owners to establish customized plans that work best for the needs of their employees.
Reasonable costs, healthy account balances and a high percentage of employee participants are attributes of great retirement plans.
Colorado, Idaho and Virginia are among the most-appealing places for retirees, thanks to their affordability, higher quality of life and numerous healthcare options.
They need documentation showing how they reviewed, selected and monitor their TDFs and if their investment strategy fits with participant demographics.
Municipal bonds can be a more lucrative option for some retirement savers than comparable, higher-yielding bonds.
Only 39% of American workers are satisfied with what their job offers and 61% are willing to take a cut in salary for a better package.
As nearly one in five U.S. workers has a part-time job, companies need to extend benefit packages.
