Retirement benefits

Diana Lee is the 2019 Employee Benefit News Benny Award Benefits Professional of the Year. EBN visited her office recently to discuss how she got her start in HR, and to hear her thoughts on the future of benefits and the changing workplace.

Chances are high that one or both parents who have left the workforce ahead of their full retirement age are still working out of necessity.

Despite auto portability’s proven ability to cut 401(k) withdraws, a solution addressing leakage and the lack of seamless plan-to-plan asset mobility is missing.

Diana Lee is the 2019 Employee Benefit News Benny Award Benefits Professional of the Year. EBN visited her office recently to discuss how she got her start in HR, and to hear her thoughts on the future of benefits and the changing workplace.

Despite auto portability’s proven ability to cut 401(k) withdraws, a solution addressing leakage and the lack of seamless plan-to-plan asset mobility is missing.

If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.

With the Benefits Forum & Expo about to begin, learn how these four benefits professionals are reinventing the industry.

Seniors who negotiate for such an arrangement should consider their finances, flexibility and mutual benefits.

From revamped health plans to meditation rooms, lessons for employers from HR strategist Diana Lee.

This ruling provides some guidance on how to handle common administrative issues related to uncashed checks and missing plan participants.

For the first time, dual advisers represent the top Advisers of the Year in the industry.

Moving to benefits after the oil industry tanked in 1981 was “the best decision” Garin Danner ever made.

EBA’s Retirement Adviser of the Year wants all employees to have equal opportunity to save for the future.

This ruling provides some guidance on how to handle common administrative issues related to uncashed checks and missing plan participants.

Age discrimination, unpredictable life shocks and involuntary retirement casts serious doubt on the “work longer” thesis.

Clients adding investments other than target-date funds to their 401(k) or 403(b) could potentially hurt their bottom line.

To make the most of their savings, workers should start funding their accounts as early as possible.

Those leaving the workforce before 65 need more cost-effective places to live.

Those leaving the workforce before 65 need more cost-effective places to live.

The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.