Retirement planning

Ted Benna, who was instrumental in designing early 401(k) plans, comes out of retirement to help small and mid-sized businesses determine whether they’re getting their money’s worth from plan charges.

Technology alone is not enough to help employees achieve their money goals, according to research from Financial Finesse.

Boston College’s Alicia Munnell says cajoling participants’ is not enough to boost retirement rates.

Simplicity and cost-effectiveness have helped drive increased usage of TDFs among retirement plan members and experts say the investment vehicle will likely see more customization in the future.

Women continue to lag behind men in terms of saving and planning for their future.

Employees at companies that take a multi-channel approach to programs fare better than others, finds new research from Financial Finesse.

Simplicity and cost-effectiveness have helped drive increased usage of TDFs, which will likely see more customization in the near future, experts say.

Ted Benna, who was instrumental in designing early 401(k) plans, comes out of retirement to help small and mid-sized employers determine whether they’re getting their money’s worth from plan charges.

From fiscal assessments to a campaign to help employees shed their personal debt, the firm's program is all-encompassing.

Alicia H. Munnell, director of the Center for Retirement Research at Boston College, shares her thoughts about why Congress should pass a law mandating auto-enrollment and auto-escalation in 401(k) plans.

The fact that many female workers will fall into poverty when they reach age 65 or older should be a call to action for employers, advisers and policymakers, says the National Institute on Retirement Security.

Multiple employer plans address the looming retirement crisis by targeting one of the most underserved segments of the U.S., says Chad Parks.

MEPs address the looming retirement crisis by targeting one of the most underserved segments of the U.S., says Chad Parks.

Automatic rollovers are better than cash-outs for cleaning up small 401(k) accounts, according to retirement expert Spencer Williams.

Connie Weaver, chief marketing officer at newly named TIAA, explains the rationale behind the financial services firm’s new name and look.

Education, auto-enrollment and modeling tools are ways employers can help bridge the savings gap.

The fact that many female workers will fall into poverty when they reach age 65 or older should be a call to action for employers and policymakers, says the National Institute on Retirement Security.

Automatic rollovers are better than cash-outs for cleaning up small 401(k) accounts, but the ideal long-term solution is for sponsors to enable seamless, automatic plan-to-plan portability.

Many plan sponsors and participants don’t trust the federal government to keep its vow to allow tax-free distribution of Roth 401(k) balances. But taxing balances would not produce enough revenue, so the government is unlikely to go that route.

Workers’ understanding of target date fund is lacking, leading to a failure by many to rebalance other assets in their retirement plan portfolios, new research suggests