Retirement

Companies have an important role to play in helping educate workers about the need to accumulate enough savings to last for what could be a 30-year retirement.

The DOL reported that 67.2% of employee benefit plans investigated in 2015 resulted in financial penalties or other corrective actions. Are your clients ready?

From the effect of interest rates on plan liabilities to lump-sum windows and more, here are seven ways employers can get the most out of their DB plans.

Large employers, while somewhat out of touch with employees’ retirement savings needs, are beginning to pay a lot of attention to their ultimate income requirements in retirement.

A 401(k) plan is one way to attract and retain workers, but many small businesses don’t know where to begin

If employers offer an HDHP, executives should be maxing out their HSA contributions, says Robert C. Lawton.

If employers offer a high deductible health plan, all executives should be maxing out their contributions to their health savings accounts, says Robert C. Lawton. Here’s why.

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.

An employer-sponsored 401(k) plan is one way to attract and retain workers, but many small businesses don’t know where to begin.

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.

Workers need help understanding how and why to prioritize contributions to a health savings account.

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

Health savings accounts help workers save for healthcare expenses in retirement. Employees who are eligible to contribute to an HSA should max out those contributions before putting money away in their 401(k) plan, says retirement plan consultant Robert C. Lawton. Here’s why.

The Alameda County Community Food bank in Oakland, California, works with SimpleFi to offer workers a unique financial wellness benefit.

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.

User-friendly websites and technologies in use by firms such as Charles Schwab and Transamerica are easing retirement planning.