Retirement/Education/Personal Finance

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  • HighTower adds 401(k) practice

    August 20, 2014

    HighTower has recruited newly formed 401(k) practice Fiduciary Plan Advisors to its network platform.


  • The retirement readiness battle: Baby boomers vs. Gen X

    August 20, 2014

    When they leave the workforce, Generation X may be in a similar, not worse, retirement situation than baby boomers given their access to automatic enrollment in defined contribution plans and the growth of their future plan contributions, according to the Employee Benefit Research Institute.


  • What plan sponsors need to know about money market fund changes

    August 19, 2014

    The U.S. Securities and Exchange Commission recently adopted amendments to the rules that govern money market mutual funds. Two of the changes could affect how you manage your 401(k) plan.


  • What should retirement plan services cost?

    August 19, 2014

    Commentary: When the discussion about retirement plan costs focuses too heavily on fees, Blogger Aaron Friedman says it's up to advisers to demonstrate the value employers receive in return for the price they pay.


  • Revisiting missed or late retirement plan deposits

    August 15, 2014

    Commentary: Retirement specialist John Ludwig reviews the consequences of an employer’s failure to make timely deposits to a participant’s retirement account.


  • Urgent need exists for employee education about retirement plan contributions

    August 14, 2014

    Although Americans remain concerned about retirement readiness, new research shows many employees have never increased their retirement plan contributions, unveiling a need for better engagement and education on the part of employers and their advisers.


  • 5 reasons to reconsider active management

    August 12, 2014

    We all know how markets have traded most of the time since the 2008 crash. One day everything is moving up in value, the next everything is falling. But things are changing.


  • How diverse savings goals eat away at retirement plan participation

    August 7, 2014

    Millennials, Gen Xers and single parents have different savings goals in mind that will require benefit advisers and employers hoping to increase retirement plan participation to target the needs of these differing employee populations.


  • Despite recession, target-date funds aid retirement plan growth

    August 5, 2014

    The expanded role of target-date funds has contributed to increased participation in 401(k) plans, highlighting a retirement plan strategy benefit advisers should be sharing with their employer clients.


  • How IRAs can help employees prepare for retirement

    July 30, 2014

    As employers try to figure out how best to prepare their workforces for retirement, experts in the benefits and investment industries recommend that an individual retirement account – either the traditional or Roth version – can be a good complement or standalone option for an employee’s retirement path.


  • Multinational employers trending toward DC retirement plans

    July 29, 2014

    Globally, defined-benefit retirement plans are becoming a thing of the past and defined-contribution plans more widely accepted as the preferred alternative, a trend that could spur inquiries from international employer clients.


  • Hybrid retirement plans offer pension-styled security

    July 28, 2014

    Many companies have frozen their defined benefit plans to new hires. Others have abandoned their pensions in favor of a 401(k) or other defined contribution plan. But not everyone is happy with DC plans because they often leave participants to fend for themselves when most have never had to make investment decisions.


  • Participant count common trip-up with Form 5500

    July 25, 2014

    With the Form 5500 deadline fast approaching, 401(k) plan sponsors should be aware of common mistakes that can easily occur when filing the form.


  • Be wary of withdrawal liability with certain pension funds

    PODCAST | July 25, 2014

    If any of your employer clients have pension funds associated with a union, benefits attorney Shaylor Steele of Benesch law firm in Cleveland says you should be aware of the issue of withdrawal liability. He explains it here and mentions three things your clients with this potential risk can do to mitigate concerns.


  • Auto features, education are ‘powerful’ retirement tools for cautious under-30 investors

    July 22, 2014

    Benefit advisers and their employer clients are in a unique position to help the newest members of the workforce overcome investment fears and prepare for retirement.



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