Are employees financially ready to live to 100?
Instead of amassing $1 million in savings, clients should consider asking themselves if they are prepared financially for several decades of retirement.
Retirement income
10 companies that can help employees ‘retire a millionaire’
Employers including Amazon, Target and Wells Fargo have some of the best and most lucrative retirement benefits, according to Glassdoor research.
Defined benefit plans are showing new signs of life
Regulatory changes and tax savings opportunities make these retirement vehicles particularly well-suited to small companies like law firms and medical practices.
Defined benefit plans are showing new signs of life
Regulatory changes and tax savings opportunities make these retirement vehicles particularly well-suited to small companies like law firms and medical practices.
6 misunderstood IRA rules and strategies
A Roth IRA is an excellent savings vehicle for older people as it is for younger clients.
Benefits Think 7 signs of a successful 401(k)
Reasonable costs, healthy account balances and a high percentage of employee participants are attributes of great retirement plans.
Robert C. Lawton
Lawton Retirement Plan Consultants
8 tough questions to ask your 401(k) investment adviser
Plan sponsors should inquire about their adviser’s compensation, professional credentials and educational background, says retirement expert Robert Lawton.
Alexa, what’s my retirement account balance?
Prudential plan participants can now use Amazon’s digital voice assistant to keep track of their savings progress.
Benefits Think The importance of ‘style’ when selecting an investment manager
Advisers and plan sponsors should include this important tool in their analytical toolbox.
Jess DeGabriele
LHD Retirement
How retirement strategies should change as workers age
Employees have to change their retirement goals and strategies over the years, starting off heavily in stock allocation while in their 30s.
Ernst & Young takes aim at financial wellness with a plan of action
Employees have a choice of speaking with either a live financial planner or access virtual advice in a forthcoming fiscal health service.
How a police union nabbed fleeing funds
An officers’ association had many challenges — the first one was getting retirees to stop losing tax-exempt money.
How workers can track down a lost 401(k) or pension
Employees who think they have lost their retirement assets are advised to seek help from the DOL or nonprofit pension counseling centers funded by HHS.
Helping workers invest their health savings accounts
Even if an employee does not use the triple-tax-advantage of these accounts, the benefits are still valuable.
Ernst & Young takes aim at financial wellness with a plan of action
Employees have a choice of speaking with either a live financial planner or access virtual advice in a forthcoming fiscal health service.
What workers should consider before taking a distribution from a self-directed IRA
Employees should account for the tax ramifications before making such a decision.
Benefits Think Guiding employees before they take hardship distributions from 401(k) plans
New rules to employer retirement plans will impact how your workers face a financial crisis.
B. David Joffe
Bradley Arant Boult Cummings
How to help employees negotiate their retirement salary
Seniors who are retired or approaching retirement are advised to weigh their options carefully before deciding on how much income to draw from their portfolio
Benefits Think Why employers should help employees understand the benefits of Roth 401(k)s
As a retirement planning tool, contributions to these accounts can offer plan participants a more nuanced approach to retirement saving than a traditional 401(k) plan can on its own.
Kerry Bandow
Willis Towers Watson
Virginia colleges form 403(b) multiple employer plan
The MEP will initially cover 9,500 employees, but more universities are expected to join.
