Wealth management

The ERISA Industry Committee requests that the agency “clearly articulate that such contributions will not affect the tax-qualified status of an employer’s retirement plan.”

While proceeds from life insurance are not subject to income tax, there are other taxes that will apply. But there are steps to take to avoid those liabilities too.

The global entertainment company, which is seeking approval for higher-education benefits, also teased upcoming enhancements to its tuition repayment assistance program.

Plan sponsors are worried their employees will outlive their post-work savings and not be able to pay for healthcare expenses, TIAA research finds.

Most people, particularly younger clients, worry that they will not be able to get their Social Security benefits by the time they retire.

Plan sponsors are worried their employees will outlive their post-work savings and not be able to pay for healthcare expenses, TIAA research finds.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

The new entrant says its platform is easier for companies to get up and running – and much cheaper than its competitors.

Not just taxes, clients care about cost of living, healthcare quality, crime rates, culture and weather.

The entertainment giant joins a growing list of employers who have boosted education benefits to stand out in an increasingly competitive labor market.

Same-sex female couples are two to three times more likely to reach 100 than one or both members of a 45-year-old same-sex male couple.

A private letter ruling allowed an unnamed employer’s plan to tie retirement contributions to student loan repayment contributions.

A private letter ruling allowed an unnamed employer’s plan to tie retirement contributions to student loan repayment contributions.

The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.

From a tax perspective, cashing out an old 401(k) plan can be a wrong move, as this option will trigger income taxes plus penalty

The Michigan-based company now contributes $50 monthly toward employees’ student loans, up to a $10,000 maximum.

Recent studies suggest that although many Americans have boosted their retirement savings, many people remain worried about their future prospects

The next step in the ongoing modernization of the retirement vehicle involves adopting plan features which encourage seamless savings portability and consolidation.

The Michigan-based company now contributes $50 monthly toward employees’ student loans, up to a $10,000 maximum.

Financial wellness needs to be an integral part of a broader benefit programs and a top priority for companies today.