Retirement benefits

Shorter term Treasury Inflation Protected Securities — those with a bond maturity of zero to five years — do a better job of controlling inflation in a target-date fund than mid-term or long-term TIPS, according to SEI.

More than half of large employers offer the investment vehicle, yet only a small fraction of employees are using them, finds research from Willis Towers Watson.

Shorter term Treasury Inflation Protected Securities — those with a bond maturity of zero to five years — do a better job of controlling inflation in a target-date fund than mid-term or long-term TIPS, according to SEI.

Even with disclosure rules in place, it is sometimes hard for plan sponsors to discern the fairness of the fee structures in their retirement plans.

To improve employees’ long-term finances, encourage plan sponsors to look past typical 401(k) metrics and concentrate on a comprehensive approach to financial services.

To help improve employees’ financial prospects post-work, plan sponsors should look beyond the typical metrics of 401(k) contribution and participation rates and concentrate instead on a comprehensive financial wellness approach.

The product fills a gap for organizations without dedicated benefits staff, says Mercer partner Jo-Anne Bloch.

Employers and industry experts discuss the pitfalls and challenges in starting and maintaining retirement programs for small employers and their workers.

New regulation leaves about a third of retirement plan service providers unclear of their professional status, finds a new industry survey.

The product fills a gap for organizations without dedicated benefits staff, says Mercer partner Jo-Anne Bloch.

As co-founder of Captain401, he launched an online platform that helps small businesses quickly and easily set up 401(k) plans.

The common rationales for separating them into silos are no longer applicable, according to Eric Helman of Hodges-Mace.

New regulations herald widespread changes in professional roles and business models for retirement planners and wealth managers.

The DOL’s April 2017 deadline means employers should start familiarizing themselves now with their responsibilities under the new regulations.

A Massachusetts district court recently ruled that two affiliated private equity funds were liable for the unfunded vested benefits owed to a multiemployer pension fund by its bankrupt portfolio company.

As co-founder of Captain401, Lee launched an online platform that helps small businesses quickly and easily set up 401(k) plans.

The three most common rationales for keeping them separate are all wrong, says benefit services expert Eric Helman

The DOL’s April 2017 deadline means employers should start familiarizing themselves now with their responsibilities under the new regulations.

Nearly half of U.S. workers have no retirement savings, so plan sponsors should embrace auto-enrollment and online education and advice, says adviser Robert Lawton.

During an M&A, figuring out what to do with the retirement plans can sometimes be an afterthought, but it doesn’t need to be, says State Street’s Nate Miles.