Retirement benefits

The president of Principal Resource Group has started a scholarship for women to understand the field, with big plans to grow the initiative.

The company helps workers with money matters including retirement and estate planning, debt management, college savings and investment strategies.

While paying for top talent is important, studies consistently show that money isn’t the only thing that makes people happy at work. The Financial Post compiled a list of 17 companies that offer some pretty amazing benefits and perks.

With high medical prices causing many workers to contribute less to their 401(k)s, plan sponsors should encourage employees to consolidate savings in their current-employer plan to help them in their post-work years.

The president of Principal Resource Group has started a scholarship for women to understand the field, with big plans to grow the initiative.

Plan sponsors will continue to get documentation when they start a new plan, explains benefits lawyer Chris Collins.

Employers can expect to see more technology, a bigger focus on employee benefits and an enhanced job candidate experience in the next few years.

Seniors who want to relocate in retirement to a different place from what their spouse prefers may opt to maintain two homes.

Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.

With high medical prices causing many workers to contribute less to their 401(k)s, plan sponsors should encourage employees to consolidate savings in their current-employer plan to help them in their post-work years.

Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.

More and more Americans are spending their golden years on the job.

Experts warn there may be copycat lawsuits, but say they don’t anticipate any widespread changes that will affect private sector employers.

Employee Benefit News will recognize professionals who have demonstrated excellence in the employee benefits/human resources field.

Those leaving the workforce who want to maximize their nest egg should take advantage of the Rule 72(t) distributions.

Changes in interest rates, healthcare costs and investment returns have spurred the company to make the move beginning in 2028.

While retirees can start taking 401(k) withdrawals without penalties when they turn 59 1/2, they may want to consider drawing from their taxable accounts for their living expenses.

While there are 567 ways to claim benefits, clients are advised to pick a strategy that will maximize a spouse's benefit on their record.

Employers’ efforts to connect health and wealth make progress as older workers prepare for future medical expenses.

With nearly half of retirees saying medical costs is their biggest concern, employers are beefing up voluntary benefits and promoting HSAs to help employees prepare for their post-work years.