Boomers Overly Optimistic About Work in Retirement
A majority of middle-income Boomers say there are inadequate job opportunities for retirees.
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Gen X Too Comfortable With Credit Card Debt
Both Boomers and Gen X use credit cards liberally, but Gen X is carrying substantially higher balances.
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Participant Behavior Informs Empower’s New Website
Based on an analysis of participant behaviors, Empower Retirement has built a new website for participants.
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New Advisory Firm Focuses on Outcomes
Too much time is spent on fees, funds and fiduciary, and not enough on the point of a retirement plan: how successfully participants retire, says RPA’s Todd Timmerman.
Pension Funded Status Improves in Q215
Pension plan funded status improved from 80.7% in the first quarter to 83.4% at the end of the second quarter, according to Aon Hewitt.
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John Hancock Cuts Investment Expenses Again
Reductions of up to 26 basis points or up to 38% per fund vary by fund.
Most Participants Don’t Even Touch the Limit
A paper explores whether higher limits on 401(k) plan contributions encourage people to save more.
S&P 1500 Pension Deficit Decreased in June
S&P 1500 pension funded status has improved by 10 percentage points since the end of January 2015.
Nuances of 403(b) Plan Investment Menus
The creation of the modern 401(k) is a complicated story, but the emergence of today’s tax-qualified 403(b) plan is an even more intricate tale.
Benefits |
Multiemployer Health Plans Have Cost-Containment Options
Multiemployer health plan sponsors could consider more options for managing costs, a study finds.
Employers Can Help with Employee Financial Stress
A survey finds lower and middle-income mothers are the most financially stressed employees.
There May Be a Place for Alternatives in DC Plans
A typical 60/40 equities/fixed income portfolio may no longer fit the bill, OppenheimerFunds says.
DOL Reiterates Its Stance on ‘Top Hat’ Plans
The Department of Labor has filed an amicus brief weighing in on a court case regarding a plan’s ‘top hat’ status.
Court Rules Against Reduction in State Pension Payments
A Montana teachers' union claims a reduction in retirees' pension payments is unconstitutional.
HSAs Have Long-Term Potential
HSAs can help investors cover their health care expenses in retirement.
Bond Yields Boost Pension Funded Status in June
The increase in funding was the result of a larger decrease in liability values compared to the decrease in asset values.
Retirement Plan Onboarding for Younger Employees
Ways to get younger employees engaged with the retirement plan—and keep them there.
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Benefits Tool Can Forecast Medicare Expenses
Cowden Associates has introduced Retirement ComprehensiveCast.
Older Job-Seekers Face Barriers
Retirement-age individuals who are searching for work face many obstacles.
Advisory Committee Suggests Additional Guidance for 403(b)s
Seven years after IRS regulations were implemented, 403(b) plans still have trouble with compliance.