RETIREMENT

Take it or leave it? What affects retirement rollovers?

07/29/2014
It’s a question that interests policymakers and employers alike: When workers leave or change jobs, what do they do with their employment-based retirement savings—and why?

Uncle Sam is getting rich on 401(k) withdrawals

07/11/2014
Employees who made early withdrawals from their 401(k) retirement savings plans paid $5.7 billion in penalties to the IRS in 2011, the most recent year for which data are available.

Retirement trumps health in benefits survey

06/23/2014
Employees are more satisfied with their company-sponsored retirement benefits than they were five years ago, but satisfaction with health care benefits, especially the cost of medical benefits, has declined, according to a new survey by the Towers Watson consulting firm.

401(k)s must recognize same-sex spouses

06/20/2014
The fallout from the U.S. Supreme Court’s 2013 U.S. v. Wind­­sor decision continues to affect employers. The IRS now says that 401(k) plans that define marriage and spouses in terms of heterosexuality must be amended to define those terms in a gender-neutral way.

Are Millennials gun-shy or savvy retirement planners?

06/06/2014
A recent Gallup poll drew lots of media attention with the news that younger workers were so battle-scarred by the Great Recession that they no longer trust stocks as a safe place to park their retirement investments. Wait a minute, said Fidelity Investments, the nation’s largest 401(k) provider.

Poll: Can a 401(k) fund retirement?

05/30/2014
Americans’ confidence in their 401(k) plans took a big hit in the economic collapse of 2008. Then, 54% thought they could fund retirement via their 401(k)s. Now, less than half do.

Oakland trucking company restores nearly $2M to 401(k)s

05/23/2014
Oakland-based Lange Trucking and its owners shortchanged their employees’ 401(k) program by nearly $2 million, according to a U.S. Department of Labor Wage and Hour Division investigation.

Out with the old? Not so fast!

05/15/2014
A survey of chief financial officers by Robert Half reveals that fewer than one-third fret that a mass exodus of experienced, mature employees could leave the company without leaders and legacy knowledge.

Retirement is biggest financial worry

05/13/2014
Not having enough money for retirement tops the list of money woes that have Americans “very” or “moderately worried,” according to a new poll.

Regardless of age, we're mostly conservative retirement investors

04/25/2014
Asked whether they prefer retirement investments that are secure with low growth potential, or high growth with lots of risk, this is what working-age investors said.

Employees with less than $1,000 in retirement savings

04/21/2014
Employees know they should save for retirement. Nevertheless, the percentage of employees with less than $1,000 socked away has risen substantially since the economic collapse of 2008.

Credit blind faith: Retirement confidence rises

04/17/2014
Americans are more confident that they’ll be able to retire comfortably than they have been in years, but their confidence may be based on little more than wishful thinking. That’s one way to read the results of the Employee Benefit Research Institute’s 24th annual Retirement Confidence Survey.

Most indexed 401(k)s beat managed funds

04/02/2014
Only about 20% of managed 401(k) funds deliver better returns that those that are simply indexed to broader market performance, according to research conducted by the Vanguard mutual fund investment company.

New voluntary retirement savings program proposed

03/28/2014
Sen. Tom Harkin, D–Iowa, has introduced legislation to create a new government-backed private pension system allowing employees to put away up to 6% of pay each year.

Cash-strapped still raiding 401(k)s to pay the bills

03/12/2014
Here’s another sign that, while the economy is generally improving, flush times can still be elusive for individuals. Fully 35% of people who voluntarily or involuntarily left their jobs last year cashed out their retirement savings instead of keeping their money in tax-advantaged accounts.
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