RETIREMENT

IRS extends tax-free benefits to all same-sex married couples

09/10/2013
New IRS guidance affirms: Same-sex married employees are entitled to all federal spousal tax benefits, even if they live in a state that doesn’t recognize same-sex marriage.

Retirement plans defined: A lexicon of benefits options

08/07/2013
Regardless of the kind of retirement plan your company offers, it pays to know what all your company's options are. Here are definitions of five basic kinds of retirement plans.

What kind of financial advice does HR offer employees?

07/26/2013
In a poll of 518 SHRM members, 59% of HR professionals say they offer online investment advice; 53% offer one-on-one advice ...

Consider diversifying investment options with Roth 401(k)s

06/21/2013
It may be time to talk to your fund administrator about adding a new feature to your organization’s portfolio of retirement benefits: the option for employees to transfer 401(k) funds into a Roth 401(k).

DOL proposes income projections on retirement fund statements

06/14/2013
Annual or quarterly statements for 401(k) and 403(b) retirement funds could soon include graphs showing how much monthly income employees can expect to receive from their investments.

Uncle Sam's 2014 budget: Will it cap retirement savings?

05/24/2013
Recent FY2014 budget proposals by President Obama include a major change for retirement savers: A new $3 million limit would apply to assets in qualified retirement plans such as 401(k)plans, as well as defined-benefit pensions and IRAs.

Feds offer free toolkit to help employees plan for retirement

05/10/2013
Help your employees jumpstart their retirement savings by pointing them toward a new planning toolkit prepared by the U.S. Department of Labor and the Certified Financial Planner Board of Standards.

Consider offering the best-ever retirement benefit

05/07/2013

When most employees change jobs, they either cash out previous 401(k) accounts (bad move) or roll them over into an IRA (better). Very few opt for what may be the very best money move: rolling retirement funds into a similar 401(k) plan at their new organization.

Hasty retirement benefits offer may show retaliation

04/23/2013
Before offering a retirement package that’s contingent on giving up the right to sue, make sure you comply with the Older Workers Benefit Protection Act (OWBPA) requirements. That includes giving the employee time to review the agreement and talk to a lawyer.

401(k)s bounce back, but many workers still leave money on table

04/16/2013
Employee participation rates in their employers' 401(k)s are up, according to a new survey by WorldatWork and the American Benefits Council. But fewer than 10% of employees contribute the maximum to their retirement plans.

401(k)s remain strong even after recession

03/27/2013
Despite the tepid economy of the past five years, employers have remained committed to funding their employees’ 401(k) retirement benefits, according to a recent survey. Employee participation rates are up, and workers are relying less on their 401(k)s for emergency cash.

DOL asks court to appoint fiduciary for 'orphaned' 401(k)

03/05/2013
When the owner of Windswept Envi­ron­mental Group died in Nov­ember 2008, he left behind more than a business. The Bay Shore company’s 401(k) retirement plan was orphaned, too, since the owner was the plan’s only fiduciary. Now the DOL has asked a court to appoint a fiduciary for the plan.

Ameriprise faces claims it cheated its own employees

02/20/2013
Participants in Ameriprise’s 401(k) plan are suing the investment firm, claiming it operated the retirement program for its own benefit, not its employees and retirees.

Employees can contribute $500 more to 401(k)s next year

11/21/2012

The IRS has announced that the amount employees can defer on a pretax basis into 401(k) accounts goes up to $17,500 in 2013.

The deadline for 401(k) plan fee disclosures is this month

11/01/2012
New rules require 401(k) plan service providers to disclose fees to plan administrators, who must, in turn, relay this information to employees. The disclosures are due to employees by Nov. 14.
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