Tag: Plan Type

Is it realistic to expect that older individuals will be able to work longer?

The demand for low fees will continue to cut into actively managed funds in portfolios.

Workers are still mainly unaware of the long-term tax-free growth health savings accounts (HSAs) can generate.

While 81% of respondents to a survey feel optimistic about their financial futures, only one in five feel “very prepared” for retirement.

The 2014 ERISA Advisory Council made several recommendations to the Department of Labor (DOL) related to outsourcing employee benefit plan services.

Hispanics work harder to secure their financial futures, compared to the general population, according to a MassMutual survey.

A bill establishing the Illinois Secure Choice Savings Program has been signed into law.

Plan sponsors should look at Generation X as a segment distinct from Baby Boomers or Millennials, says Weber Shandwick in its new study.

The Cumulative List will primarily be used by single employer individually designed defined contribution plans and single employer individually designed defined benefit plans that are in Cycle E.

An Investment Company Institute (ICI) study finds a clear link between the savings goals of employees and the likelihood that they work for an employer that sponsors a...

Today's investors appear to favor goal-oriented investment approaches that mitigate unrewarded risk over strategies that chase the highest potential returns, says research by Principal Global Investors.

Great-West Financial has completed its acquisition of the J.P. Morgan Retirement Plan Services large-market recordkeeping business.

Advisers can help plan participants work out how to save for a child’s college education as well as their own retirement. 

OneAmerica has relaunched its retirement plan participant website.

Retirees significantly underestimated the impact taxes would have on them during retirement years, according to a recent Lincoln Financial Group survey.

Philosopher and poet George Santayana said, “Those who do not remember history are condemned to repeat it” – a statement especially helpful for retirement plan advisers who look...

Approval for an auto-enrolled retirement plan at the federal level is near unanimous, but there may still be some bumps to iron out.

Proposed legislation from Senator Tom Harkin (D-Iowa) would expand access to privately run, portable retirement plans for all workers.

Principal Financial Group has released Principal SERP Select to help owners of growing businesses provide key employees a way to better prepare for retirement.