Retirement planning

Retirees are automatically enrolled in Medicare by the time they reach 65 if they are already collecting their Social Security benefits.

Plan sponsors should limit loans to hardship criteria, allow just one at a time and refer potential borrowers to an employee assistance program for financial counseling.

Those who leave the workforce are automatically enrolled in Medicare by the time they reach 65 if they are already collecting their Social Security benefits.

Advisers and trade groups are monitoring congressional talk reexamining the tax-favored standing of workplace savings plans.

Workers with 401(k)s are 15 times more likely to save, but many employees, particularly those at small businesses, don’t have access to the retirement plans.

When breaches occur, regulatory ramifications can be as complex as the reputational damage to all parties involved will be great.

Employees with grinding financial woes are tapping into their retirement accounts at alarming rates. It has an impact on employers, too.

Aon Hewitt’s Rob Austin sounds off on what employers are doing to get the most bang for their benefits buck.

The financial stressors that are most important to workers are not being addressed, says Mark Singer.

Brokers who continue to ask questions regarding financial stability and savings can engage participants in new ways, said SPARK National Conference panelists.

Aon Hewitt’s Rob Austin sounds off on what employers are doing to get the most bang for their benefits buck.

Employees with grinding financial woes are tapping into their retirement accounts at alarming rates. It has an impact on employers, too.

Retirement sponsors need to put a stop to tens of billions of dollars leaving the nation’s retirement system due to cash-outs.

Retirement sponsors need to put a stop to tens of billions of dollars leaving the nation’s retirement system due to cash-outs.

Consultants need to lead the charge to have employees ready for retirement by understanding an employer’s mission and using technology to create customized programs, consultant Alex Assaley says.

Employees in the sandwich generation are spending a good chunk of their money taking care of family members.

Prepare employees for life after work by helping them envision what they’ll need to be successful, analyze what it will take to get there and develop solutions to make it happen.

Employees who conduct regular financial wellness assessments save more than those who don’t, according to a Financial Finesse report.

Employees in the sandwich generation are spending a good chunk of their money taking care of family members.

Longer life spans and disappointing investment returns will help create the shortfall in about three decades, a figure more than five times the size of the global economy, according to a World Economic Forum report.