Retirement

A look inside the University of Pittsburgh’s recent multi-year initiative to transform retirement communication and boost financial literacy.

Provisions to relax nexus requirement for shared plans are a modest step, but open multiple employer plans enjoy strong momentum and broad support.

Offering low- and middle-income employees savings interventions can have a positive impact on their personal finances.

Seniors living overseas are advised to enroll before moving back to the U.S.

An annual assessment can ensure fiduciary requirements are met, while helping to reduce future costs, administrative headaches and ongoing liability.

Employees are more productive and happier when employers show an interest in their financial wellness, a new report shows.

A look inside the University of Pittsburgh’s recent multi-year initiative to transform retirement communication and boost financial literacy.

The financial services company is part of a larger trend of employers offering the financial benefit.

Forget student debt. Employers need to be thinking about 401(k) loans.

Benefits can be tailored to address student loan debt, and help put employees on track for retirement.

The move is expected to prevent fund leakage through opt-out rollovers when workers leave a job, industry experts say.

Withdrawals for non-medical expenses would no longer be penalty-free under the proposal.

Small and midsize employers will be able to form or connect with associations to offer employees workplace retirement plans.

Baby boomers expect Social Security to be their primary source for paying for retirement, while Generation Xers and millennials are looking at other means, says Wells Fargo.

Baby boomers expect Social Security to be their primary source for paying for retirement, while Generation Xers and millennials are looking at other means, says Wells Fargo.

Before saving for retirement, young employees are advised to pay down high-interest debts and build an emergency fund, an expert says.

Without measures to help workers avoid the decision to withdraw their savings, the proposed law is less likely to achieve the stated goals of its supporters.

The goal of employees achieving monetary well-being is enabling them to progress beyond the paycheck-to-paycheck cycle with adequate emergency savings.

The goal of employees achieving fiscal well-being is enabling them to progress beyond the paycheck-to-paycheck cycle with an adequate emergency savings.

Employees have to increase their risk exposure to ensure they don’t outlive their savings.