In review: Most Influential Women in Benefit Advising
30 leaders whose unique client management strategies, innovative data manipulation and other industry-leading skills are transforming the field
Retirement readiness
Even responsible savers make retirement mistakes
Holding too much cash is one of the common errors that employees make when saving for retirement.
EBA’s 10 top rankings of 2017
Lists showing the top carriers and brokers across the country were amongst the most viewed.
4 retirement moves for employees
With the right steps, workers can reduce their tax liability, as well as new sources of retirement income with different tax treatments,
CenturyLink sued for bad 401(k) advice
The telecom giant is facing an Employee Retirement Income Security Act lawsuit, filed by an employee who says the company mismanaged funds.
Defuse the tax bomb that threatens retirement
If employees set aside a portion of earnings in a 401(k) or IRA, taxes weren't forgiven, just deferred. They'll still owe money to the IRS at some point.
CenturyLink sued for bad 401(k) advice
The telecom giant is facing an Employee Retirement Income Security Act lawsuit, filed by an employee who says the company mismanaged funds.
What shaped the retirement industry in 2017?
Tax reform and fiduciary rule delays dominated discourse in the ongoing effort to improve work-based savings and financial security.
What shaped the retirement industry in 2017?
Tax reform and fiduciary rule delays dominated discourse in the ongoing effort to improve work-based savings and financial security.
Benefits Think How to help 401(k) participants become better investors
Employers should give employees a risk assessment quiz every year, offer free and basic investment advice and adopt an auto-enrollment provision.
Robert C. Lawton
Lawton Retirement Plan Consultants
Social Security income can make or break retirees’ plan
Retired workers should claim their retirement benefits only when other taxable income sources are used up, as their benefits could be taxed if their taxable earnings reach a certain threshold.
What the House, Senate tax bills mean for retirement
Most plans are safe for now under both pieces of legislation, but employers worry conversations about pre-tax contribution limits and possible Rothification could resurface in coming weeks.
What the House, Senate tax bills mean for retirement
Most plans are safe for now under both pieces of legislation, but employers worry conversations about pre-tax contribution limits and possible Rothification could resurface in coming weeks.
Benefits Think Is it time to offer financial education as a benefit?
Employers who teach workers about money matters can profit from increased employee satisfaction and productivity levels.
Kyle Sanders
Legacy Consultants Group
MassMutual launches mobile app to help gauge retirement readiness
Savers can now more easily access their 401(k)s and other defined contribution plans, while planning strategy.
401(k) rollover actions not off the hook in fiduciary rule delay’
Financial advisors can still be held liable for violating impartial conduct standards even though the fiduciary rule has been delayed until 2019.
A harsh financial reality facing retirees
One-third of households headed by Americans aged 65 and older derive 90% of their retirement income from Social Security, according to a GAO report.
How Beltz Ianni uses gap analyses to improve retirement outcomes
A choice-based structure makes it easy for employees to feel empowered to save, says 2017 Retirement Adviser of the Year Bob Judd. JUDD: This is a program where we download the information on the participant and work with that participant in a way where they can see where they are today and how far away […]
Top 25 large business 401(k) plans
Employee Benefit News, in partnership with business intelligence data analytics firm miEdge, lists leading retirement plans for employers with 1,000 or more participants.
PayPal launches robo-advising service
The digital payments platform is partnering with micro-investing app Acorn to help employees manage investments.
