Retirement Times – October 2022
Most 401(k) plans have access to a large pool of funds, making them an attractive target for cybertheft, but unauthorized transactions aren’t the only goal of cybercriminals.
Retirement Times – September 2022
Over the past couple of years, the so-called “Great Resignation” has led to an unprecedented number of career changes.
Retirement Times – August 2022
Sponsors should carefully weigh the pros and cons of encouraging retirees to remain on board.
Retirement Times – July 2022
U.S. regulatory measures ensure that a company’s plan does not disproportionately benefit some employees over others, regardless of their income or ownership status.
Retirement Times – June 2022
Employees often prepare for a successful retirement, too often they fail to develop the necessary saving and investing habits.
Retirement Times – May 2022
According to the College Board, the cost of a four-year education increased more than 200% (after inflation) from 1988 to 2018.
Retirement Times – April 2022
The lawsuit, filed by former KPMG 401(k) plan participants, names the firm’s fiduciaries — including its Board of Directors and Pension Strategy and Investment Committee – as defendants.
Retirement Times – March 2022
Comprehensive TIAA survey of financial wellness plan participant perceptions may be helpful to create a wellness plan for their employees.
Retirement Times – February 2022
Most companies and organizations’ human resources departments and C-suites are seeking efficiencies and risk mitigation for their entities.
Retirement Times – January 2022
A recent IRS Issue Snapshot (link below) affirms that a participant loan is a legally enforceable agreement and terms of the loan agreement must comply with Internal Revenue Code (IRC Section 72(p)(2) and Treasury Regulation Section 1.72(p)-1).