Retirement benefits

Employees aren’t saving enough for retirement. But employers can help by offering auto-enrollment and auto-escalation.

Focusing on sponsor control, governance and design features will lead advisers and clients to innovation.

Retirees who earned at least 40 work credits are entitled to Medicare Part A and can pay for Part B through their Social Security checks.

Two-thirds of all Americans don’t contribute anything to a 401(k) or other retirement account available through their employer.

Congress is pushing back against post-work savings programs as states like California, Washington and Oregon begin their initiatives.

‘Obsolete and overly restrictive limitations’ are holding back pension plan design, says Principal’s Mike Clark.

Regulations regarding ERISA disability claims should lead to a better administrative record for review during future lawsuits.

Let’s enact a uniform fiduciary standard so all clients are protected and any appearance of compensation bias is removed, urges John Ludwig.

Experts expect President Trump’s new DOL Secretary pick to agree that the fiduciary rule should be withdrawn.

One of the biggest mistakes that can be made is starting off by simply accepting the service provider’s form service agreements, says benefits lawyer Carol Buckmann.

Poised to grow his business 25% year over year for the foreseeable future, adviser Mark Skinner is tapping into the synergy across benefit products to meet a powerful need for clients.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.

Clients who have lost track of old 401(k) accounts may get help from the National Registry of Unclaimed Retirement Benefits, a subsidiary of a firm that processes retirement checks.

From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.

Plan sponsors should always respond to employee inquiries in a timely way and correctly file Form 5500, says retirement adviser Robert Lawton.

More employers are embracing the idea that a financially aware and secure employee is a happier, healthier and more productive individual.

From a tax perspective, donating required minimum distributions from a traditional IRA to a qualified charity is a smart move for retirees.

Aon signs definitive agreement to sell benefits administration and HR business process outsourcing platform to investment firm Blackstone.

Employees aren’t saving enough for retirement. But employers can help by offering auto-enrollment and auto-escalation.

Small businesses would not be allowed to enroll their employees automatically in state-run plans under legislation introduced in Congress.