Magazine Articles

Ideally, saving for retirement is a holistic—and reasoned—process.

Participants must take stock of their options, to maximize savings.

Workers need to know they’ve a part to play in defending their account against hackers.

Sponsors of nongovernmental 403(b) plans must now amend their plan within the year they make any discretionary changes.

... and in effect, requiring plan sponsors’ compliance.

The U.S. Supreme Court (SCOTUS) has reviewed the case of Sulyma v. Intel Corp. Investment Policy Committee, et al. ...

The new law advances the potential for fixed annuity adoption—including by small plans.

The new legislation updates and expands on institutional retirement planning law.

A valuable way to grow savings for health care expenses.

Delegators must periodically review the actions delegates take.

DOL proposes new electronic disclosure rules.

How the current environment could hurt participants.

"Equity Compensation Plans Help Fund Retirement," "What Could Happen With Wider Use of State-Run IRAs," "Most Public-Sector Plans Don’t Auto-Enroll," and "‘Over-Stated Retirement Crisis’."

Some employers now offer student loan repayment programs as part of their strategy to help workers escape debt.

Plan design can be rejiggered to better engage Millennials.

Cash balance plans have benefits but require monitoring and foresight.

A sponsor lets workers turn their PTO into loan payments

From an administrative prospective, a non-Employee Retirement Income Security Act (ERISA) 403(b) plan does not have to provide ERISA-mandated notices. It is also exempt from the filing and...

Educate older workers on Social Security and other such benefits, to help stretch their savings in retirement, experts say.

Plan sponsors and vendors alike must keep appearances in mind when the recipient is a client.