Retirement benefits

The Advancing Auto Portability Act of 2022 would encourage the widespread adoption of auto portability.

Investing in student loan assistance, employer–sponsored emergency funds or childcare support can line employee pocketbooks and ease financial anxiety.

For a century, Americans were retiring younger and younger. Then, in the 1990s, the average retirement age started to shoot back up. What happened?

Younger employees need to look beyond their salary for financial wellness benefits that will get them on the right track.

Traditional 401(k)s, payroll-deduction IRAs and SEP-IRAs represent far superior approaches to state-mandated retirement plans.

According to a new study, boomers are likely to deplete their savings much faster than previous generations — but advisers can still help.

Ted Benna, the father of the 401(k), chats with Mindy Zatto of Strategic Benefits Advisors on the evolution of the retirement space, crypto investing and preparing workers for the day-to-day of retirement.

Since beneficiary information isn’t portable when a rollover occurs, participants need to be reminded to always establish and review beneficiary details for any new retirement savings account.

A new bill taking shape in Congress is full of popular ideas and backed by both parties. But some experts say it doesn’t go far enough.

Address administrative gaps and data errors, keep pension rosters current and establish a process for cashing out small balances to default IRAs.

Advisers can stand out from the pack by being a business partner who helps plan sponsors discover the right answers.

Employees want more insight and control over their retirement investments — and they want to support companies they can feel good about.

New research from the Employee Benefit Research Institute found that 80% of retirees are comfortable that what they’ve saved will get them through their retirement years.

Growing savings more rapidly and maximizing employer matching contributions are among the reasons to favor pretax contributions.

Finding a balance between personal and economic preferences can help you choose a retirement location that best fits your needs.

Harnessing auto portability ensures plan participants receive all their retirement savings, and can also reduce fiduciary liability for sponsors.

Many popular funds in workplace retirement savings plans are down more than 13% so far this year.

As employees struggle with their daily financial needs, retirement savings is taking a back seat.

The firm announced it will have a product ready in coming months to allow 401(k) plan participants to direct a portion of their savings into bitcoin.

The generation started saving nine years earlier than their parents did.