Latest News
What the IRS Will Look for When Reviewing Hardship Distributions
Only 38% of American Households Meeting Their Savings Needs
The Challenge in Lowering Public Pensions’ Return Assumptions
Baby Boomers Adjusted Retirement Expectations Post Recession
More Boomers feel they will rely on Social Security in retirement than before the recession.
Employees Feel Less Secure About Finances and Saving for Retirement
ICI Research Highlights Broad Support for DC Plans
Among retirement account-owning households expressing an opinion, nearly all have favorable opinions of 401(k) and similar retirement accounts.
Is it Time to Add Real Estate Investments to Your DC Plan?
Real estate exposure is moving quickly in the DC space; these alternative investments present benefits, but also some challenges.
New Website Supports Savers at Public Employers
A new website created by ICMA-RC is meant to mark the upcoming America Saves Week.
Employers Shifting to Programs That Include Financial Well-Being
Retirement Industry People Moves
Stock Option Tax Reporting Support From myStockOptions.com
“Anyone who received income from equity compensation or sold shares in 2016 must understand the related reporting on IRS tax forms to avoid costly errors on tax returns.”
Employees May Be Getting the Point of HSAs
Solution Offers Employees Way to Save for Charitable Giving
Investment Products and Services Launches
Lehman Stock Drop Suit Passed Over By Supreme Court
The high court will not offer another review to the long-running case, letting stand a lower court ruling that effectively rejected plaintiffs' arguments that fiduciary breaches had occurred.
Helping Employees Address Longevity in Retirement
Assessing Global Shift Towards DC
In the U.S., private sector workers who are pre-retirees are slightly more likely to be highly satisfied with their current financial situation than their UK counterparts, but at...
Millennials Could Drive More ESG Investing
There is a range of ESG/impact investing themes that capture Millennial’s attention.