Retirement planning

These inquiries are guideposts for how employers can begin an evaluation process of target date fund offerings.

Employers need to help fix flawed plans by helping participants routinely consolidate their savings.

Employees have some simple but significant false ideas about their retirement plans. And employers need to do a better job addressing them during education sessions.

Employees have some simple but significant false ideas about their retirement plans. And employers need to do a better job addressing them during education sessions.

One example, an automated method of plan portability, could allow participants to move their savings from one employer to another without having to manually transfer the funds.

Experts say fiduciaries can learn lessons from recent lawsuits so they don’t find themselves on the other end of a class action lawsuit.

Couples may choose a survivorship option when collecting pension benefits, although this could result in a lower monthly payment.

Couples may choose a survivorship option when collecting pension benefits, although this could result in a lower monthly payment.

Three important things plan sponsors need to know about the DOL’s decision to push back the implementation date.

Experts say fiduciaries can learn lessons from recent litigation so they don’t find themselves on the other end of a class action lawsuit.

Young advisers can diversify their services through better knowledge of the Medicare landscape and a stronger focus on HSAs.

Professors and other faculty want more information about Medicare, post-work healthcare costs, Social Security and investment options from plan sponsors.

Too many recordkeepers, complex contract structure, and a flood of investment options impede updates to best practices, warns John Ludwig.

Workers want more diversified options for how to spend money traditionally accumulated in workplace retirement accounts, a South African study by financial services group Alexander Forbes finds.

An aging workforce, DIY healthcare and developing technologies will transform the way employers think about benefits.

Experts stress the importance of education and savings efforts during National Retirement Planning Week.

Plan sponsors can help close a knowledge gap by educating employees about the advantages of contributing to an individual retirement account.

401(k) participants can create a pension-like source of retirement income by using a portion of their assets to buy a longevity income annuity.

Professors and other faculty want more information about Medicare, post-work healthcare costs, Social Security and investment options from plan sponsors.

Too many recordkeepers, complex contract structure, and a flood of investment options impede updates to best practices, warns John Ludwig.