Magazine Articles

As adults age, their health and financial literacy remain critical to their ability to make informed choices about medical care,...

Oscar Jiménez-Solomon, with the New York State Psychiatric Institute at Columbia University Irving Medical Center, compiled the following list of...

Employers gain from the wellness programs too

This story has been updated for the magazine. The original story can be found here: “How to Best Personalize Plan...

Plan sponsors look to current trends in technology, and in employee preferences, to help with enhancing participant communications. Today, this...

Participants must be educated before communication can do its job

Employers must explain, and administer, the high-earner catch-up rule

What we know, and still need to, about the new IRA for kids

Experts are unanimous that plan sponsors should not wait until the last minute to amend their plans for SECURE [Setting...

Maybe. Experts study the effects of high default deferral rates.

Question: I know that the SECURE [Setting Every Community Up for Retirement Enhancement] 2.0 Act of 2022 raised the mandatory...

A chronic malady striking many employees—and, indirectly, their jobs—is money-related stress. A plethora of financial wellness resources, in the form...

The special care and tending of pension plans—at whatever their stage of maturity or growth

Many plan sponsors now oversee the drawdown of plan assets

In this four-part livestreamed series, experts discussed investment strategies for participants, specifically those 55 and older, to consider as they...

Messer Construction Co., with help from LearnLux, is bringing ‘financial wellness’ to its workers in the field.

A 401(k) can yield ongoing income, via the right strategy.

Sponsors need to promote the idea of having income to live on in retirement.

Schedule discussing those occasional items of committee business.

Why Participants Raid Their Plan Savings There are a number of reasons people ­withdraw money from their retirement plan account,...