Disruptions Take a Bite Out of Retirement SavingsMajor life
events—unemployment, divorce, serious health issues, buying a home—can disrupt
long-term saving and investing, and negatively impact retirement plans,
according to TD Ameritrade’s 2015 Financial Disruptions Survey.Read more > |
Getting Auto-Enrollment Implementation RightImplementing automatic
enrollment without thinking through plan design can result in compliance and
administrative issues.Read more > |
Helping Participants Save More, Invest BetterThe current average
401(k) participant deferral rate is 7.2%, and that is simply not high enough,
according to Joe Ready, director of Institutional Retirement and Trust at Wells
Fargo.Read more > |
Written Plans for Retirement Are Better MotivatorsA survey by LIMRA shows
nine out of 10 savers say a written plan helps them to better understand their
goals, while three out of four feel they are more likely to follow a written
retirement plan.Read more > |
Participants Don’t Realize Benefit of Savings BoostIf only retirement
plan participants knew how a small change in retirement savings could add up,
they would be more willing to make the change, Fidelity poll suggests.Read more > |
EBRI Estimates $4T in Retirement Savings ShortfallNew research from the
Employee Benefit Research Institute (EBRI) indicates the retirement savings gap
for Americans varies widely by gender and marital status, among other factors.Read more > |
IRS Announces Retirement Plan Webinar on LoansOn March 26, at 2:00 p.m. EST, the IRS will host
a webinar titled “Retirement Plan Loans to Participants.”Read more > |
Some Workers Lack Quitting SkillsHR managers were asked by OfficeTeam to recount
the most unusual way they have heard someone quit a job.Read more > |
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ASK THE EXPERTS
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Groom Law Group and Cammack
Retirement Group will field your
questions concerning 403(b) plans
and regulations. Email rebecca.moore@strategic-i.com with Subject
Ask the Experts
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