Retirement benefits

Too many recordkeepers, complex contract structure, and a flood of investment options impede updates to best practices, warns John Ludwig.

Workers want more diversified options for how to spend money traditionally accumulated in workplace retirement accounts, a South African study by financial services group Alexander Forbes finds.

An aging workforce, DIY healthcare and developing technologies will transform the way employers think about benefits.

Experts stress the importance of education and savings efforts during National Retirement Planning Week.

Plan sponsors can help close a knowledge gap by educating employees about the advantages of contributing to an individual retirement account.

401(k) participants can create a pension-like source of retirement income by using a portion of their assets to buy a longevity income annuity.

Professors and other faculty want more information about Medicare, post-work healthcare costs, Social Security and investment options from plan sponsors.

Too many recordkeepers, complex contract structure, and a flood of investment options impede updates to best practices, warns John Ludwig.

Some experts say that people are living longer past the age of 70 and they should not be forced to make unnecessary taxable withdrawals.

Seven circuit courts held that vindication of rights pertaining to the legality of a plan amendment, as opposed to an interpretation of the plan, are not subject to expenditure requirements, write attorneys Michael Stevens and Ronald Kramer.