Retirement education

The vast majority of employers realize that retirement medical benefit security is important to their retirees, but rising costs and risk concerns have prompted many of them to adjust their offerings.

Republican House members are challenging the DOL’s efforts to require retirement advisers to follow a fiduciary standard, saying it reduces access to options and conflicts with the Dodd-Frank Act.

Two major deals were responsible for the $8.5 billion in total sales, a LIMRA survey finds.

In the past five years, employers have realized just how precarious a position their employees are in when it comes to retirement and they have begun to put plans in place to help get them moving in the right direction.

Can employees stressed out about their personal finances be as productive as those who are not? Not likely.

In light of anticipated new fiduciary regulations from the DOL, employers are becoming more aware of potential conflicts of interest and the importance of protecting employees in their 401(k) plans.

Working with a financial adviser doubles the likelihood of outlining a plan and boosts confidence about saving for retirement, LIMRA says.

Managing small retirement accounts for employees who no longer work for you can be time consuming, and labor intensive, but there are some employer benefits to keeping past employees’ 401(k) accounts on your books or having new employees roll their past retirement accounts into yours.

Commentary: A number of large plan sponsors have dumped all of their actively managed funds, including for better fiduciary compliance. Is it a good idea?

Increasingly diverse workforces are creating a benefit communications challenge for employers and their advisers.

Companies that sponsor 401(k) plans need to consider employee demographics when deciding which types of qualified default investment alternative to offer, according to research by Manning & Napier.

A review of key DC plan parameters gleaned from the Form 5500s filed by Fortune 100 companies can serve as a useful benchmarking tool for other employers.

A review of key DC plan parameters gleaned from the Form 5500s filed by Fortune 100 companies can serve as a useful benchmarking tool for other employers.

No matter how the U.S. Supreme Court rules in Tibble v. Edison International, one thing is clear: employers will need to be more vigilant about the investments they choose for their company-sponsored 401(k) plans in the future to avoid litigation.

Based on arguments heard this week at the Supreme Court in Tibble v. Edison International, retirement plan fiduciaries can stay the course when it comes to monitoring the investment funds in their plans.

Consumer products giant Kimberly-Clark is the latest defined benefit pension sponsor to transition significant pension liabilities to the insurance industry.

With the support of the White House, the DOL today submitted to OMB its revised fiduciary rule proposal for retirement brokers, a move industry stakeholders are calling an ‘attack’ on retirement advisers.

It is no coincidence that the Tibble v. Edison case, set to go before the Supreme Court this week, has made it this far at the same time the Department of Labor is submitting its proposal to impose fiduciary responsibilities on brokers.

Lockheed Martin Corp. agreed to pay $62 million to end a lawsuit over claims it shortchanged 120,000 workers and retirees who participated in its pension plans.

The plan would require brokers to act in a customer’s best interest, a change that could limit the earnings of financial advisers.