Retirement planning

In a competitive M&A environment, purchasers are becoming more willing to take on pension and post-retiree medical obligations, finds new Mercer research.

Peter Gordon explains why the company doesn’t offer a traditional annuity product within 401(k) plans and the importance of offering plan sponsors a neutral investment platform.

Advisers should understand the impact of interest rates and other investment principles to help make these plans more effective, says Mike Clark of Principal Financial Group.

It’s not uncommon today for retirement to last 20 or 30 years. And yet, more than half of all working-age households are inadequately prepared for retirement, says Prudential’s Christine Marcks.

Understanding retirement plan administrative requirements, including those around audits and service providers, is essential.

Advisers can work with clients to boost company loyalty with programs that teach female workers about health and retirement plans.

Cynthia Loh, head of Betterment for Business, discusses benefit trends in advance of the firm’s panel discussion on the future of work.

Many plan sponsors and providers may need to rethink the direction they’ve been heading. What’s worked in the past may not work going forward, says BlackRock’s Anne Ackerley.

Despite pay equity issues, programs focused on teaching female workers about health and retirement plans boost company loyalty and workplace diversity.

The plan includes discussion of auto IRAs, state-run 401(k) plans and personal IRAs that would be available to Americans through the workplace.

Professionally managed accounts can play a role in helping employees be better prepared for retirement, yet many workers don’t have a good understanding of how they work.

As President Obama prepares to release his budget proposal that is expected to include a provision to expand retirement coverage among small businesses, there is an urgent need for innovative solutions to help participants take their 401(k)s with them when they change jobs.

Technology offers simplicity, transparency, mobility and portability, and advisers should embrace it, says Chad Parks.

Providing employees with access to such a benefit can help companies stand apart from competitors, says Adam Potter.

Offering a financial wellness program — or a better financial wellness program — can help companies stand apart from competitors.

There are several reasons you may want to educate workers on the value of leaving their 401(k) assets in your company plan should they leave your employment.

New strategies advisers and their employer clients can use to help 401(k) participants weather market volatility and safeguard their nest eggs in the process.

The new head of the Employee Benefit Research Institute talks about the latest retirement trends, his plans for the organization and the state of employee benefits.

Regardless of their seniority, level of compensation or tenure, employees share the following misconceptions about retirement. Here’s how you can help.

There is a growing need for plan sponsors to help participants with retirement readiness and securing their financial future. This will drive plan sponsors to expand their financial wellness initiatives and evaluate retirement income solutions for their defined contribution plans, according to the Institutional Retirement Income Council. Here are four trends the IRIC has identified for 2016.