Wealth management

Although many baby boomers report that they plan on working beyond retirement age, employers could face talent issues if they do not plan for these departing employees, according to research by Challenger, Gray & Christmas, an outplacement and career transitioning firm in Chicago.

Six things plan sponsors should expect from their retirement advisers in 2014 annual review season.

The past year has seen, at long last, a tremendous rebound for 401(k) accounts and that good news hopefully can help drive better participant engagement. To secure retirement outcomes in defined contribution plans, human resources consulting firm Mercer outlines 10 steps plan sponsors should take in 2014.

From revenue sharing to the effects of inflation on retirement readiness, guest blogger Robert C. Lawton outlines five areas plan sponsors need to pay attention to in 2014.

Retirement plan sponsors should already be well on their way to complying with key year-end regulatory deadlines. Still, here are 9 items to look at to ensure your plans remain compliant into the new year, courtesy of Sibson Consulting.

What does next year look like for retirement plan sponsors and participants? Here’s an early call on what many experts expect to see.

As baby boomers plan to retire in the next five years, nonprofit organizations are readying for the challenges ahead. More than a third of nonprofits surveyed by the Plan Sponsor Council of America anticipate difficulties recruiting staff to fill vacancies left by retiring boomers.

When it comes to taking care of their own finances, it turns out that financial advisers aren’t much better than their clients, an FPA poll finds.

There are plenty of positives in moving your participants into a Roth 401(k), but the costs – and the long-term stability of government promises themselves – may require extra thought.

From active trading to company matches, here are some common misconceptions — and the reality — your employees may have about their 401(k) plans.

Study finds younger workers are motivated to save but lack resources.

A recent report that the largest mutual fund in the world is now a stock fund, rather than an intermediate-term bond fund, could signal the great rotation — once just a theory — is underway.

Reasonable cost, high participation rates and a broad investment fund line-up contribute to the success of a 401(k) plan but other factors are important too.

Phyllis Borzi, assistant secretary of labor with the Department of Labor’s EBSA division, told attendees at Tuesday’s annual ASPPA conference in Washington that the last stages of finalizing Labor’s conflict of interest rulings are indeed underway.

Eighty percent of people think they're better-than-average investors. Here are five reasons why, and three ways employers can help plan participants overcome their investing challenges.

Companies consider boosting discounts, adding look-back provisions to ESPPs

Gen X leads all age groups in seeking retirement advice.

Market uncertainty and continued easy-money policy are among the influences we can likely expect.

CEO Bob Kerzner is set to announce the initiative at LIMRA’s annual conference this week in New York. LIMRA estimates that the U.S. population 55 and older will have about $22 trillion in investible assets by 2020.

When I present employee education sessions, employees often ask me what they should be doing in their 401(k) plan. Here's what I tell them.