Retirement education

The Supreme Court’s ruling in M&G Polymers USA, LLC v. Tackett affirms the principles of contract law.

Retirement plan service providers want to maintain the workplace retirement system status quo. Unfortunately for them, a few influential groups want the system to change.

Understanding where employees have gaps in their retirement literacy can help employers craft better education programs.

Several of the proposals outlined in the President’s State of the Union address may change how employers plan their strategies on wages, sick leave and child care, as well as how employees prepare for retirement.

President Obama’s plan, outlined in his State of the Union address, makes an enormous impact on a declining middle-class as well as the working poor.

President Obama will use tonight’s State of the Union address to revive previously announced proposals intended both to spur greater retirement savings and to limit retirement plan tax benefits for higher income earners.

In a defined contribution world, cash balance plans continue to gain popularity, study says.

Stay current with this checklist of 2015 contribution limits for retirement and health care benefit plans.

Few plan sponsors have bought into the idea of annually automatically re-enrolling participants in a qualified default investment alternative, such as a target-date fund, as a means of assuring that their assets are allocated in a manner experts would consider appropriate for retirement investing.

Many companies say they will bolster their efforts in 2015 to increase their workers’ sense of financial health, extending their strategies beyond just retirement readiness

Consolidation actively encourages employees to roll in their prior employer retirement account balances to the current plan at the beginning of employment.

Accidents are inevitable and they come in many forms – from minor injuries to life-changing events – and the right accident insurance can be a critical layer of financial protection for many employees.

Commentary: Plan sponsors should not only understand the importance and benefits of fiduciary roles in a sponsor plan, but also understand the positive impact a fiduciary can have, says columnist John Ludwig.

In an attempt to improve retirement savings rates, Illinois becomes one of the first states to enact a retirement savings plan for people who lack workplace access to 401(k) plans.

While the advent of the Affordable Care Act has placed a spotlight on preventive care and employer wellness programs, less attention is being paid to Americans’ financial health, particularly that of women and their need to save for retirement.

Plan sponsors continue to invest 401(k) assets in stocks, but employees and other individuals are increasingly seeking investment diversification.

As employers struggle to find methods to get workers more involved in their 401(k) offerings, it's looking that online education is the best route to build engagement.

Having up-to-date investment policy statements is important, but are they plan documents? Do they have to be provided to participants upon request? Here’s what your employer clients need to know.

Borrowing from workplace wellness programs, plan sponsors may want to consider providing incentives to boost or start employees’ retirement savings.

Employers need to take a fresh look at their retirement plans annually because there is still a “significant problem” with retirement readiness.