Retirement

Snapshot: Reality check: When will you really retire?

10/10/2018

Life has a way of interfering with employees’ retirement plans.

Employees value retirement planning advice at work

09/18/2018

Workers welcome their employers’ help when planning for retirement, according to a new report by the Employee Benefit Research Institute.

IRS opens door to using 401(k)s to pay off employees’ student loans

09/11/2018

The IRS has voiced its support for using funds set aside in an employer-sponsored 401(k) plan to pay down student debt.

Snapshot: Less than 50% satisfied with comp & benefits

09/11/2018

Most U.S. employees are satisfied with their jobs and employers. Other than vacation leave, however, fewer than half are positive about pay and benefits.

Small business retirement plans get boost from executive order

09/04/2018

The order calls on the Department of Labor to explore how to expand multiple employer plans, allowing unrelated businesses to band together to jointly sponsor retirement plans.

Ensure employees know of retirement plan rollover rules change

08/06/2018

As a result of a provision in the Tax Cuts and Jobs Act, the rollover distribution rules are now more relaxed for rollovers of defaulted loans resulting from plan terminations or a participant’s failure to repay a loan upon severance from employment.

Snapshot: Almost all employers offer retirement benefits

07/17/2018

95% of employers offer one or more retirement plans. For most, those are defined-contribution plans such as 401(k)s and 403(b)s.

Retirement savings are significant source of wealth

07/17/2018

Retirement plan investments are the most valuable assets many Americans own, excluding the value of homes, according to research by the Employee Benefit Research Institute.

Probation for Oakland plan trustee caught skimming funds

05/30/2018

A trustee of a benefit plan for employees of an Oakland metalworking company must serve one year of probation and make restitution for violating the Employee Retirement Income Security Act.

Workers delay retirement, unsure how much to save

05/08/2018

Though the economy is improving, many U.S. workers are still pumping the brakes on their retirement plans.