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Automatic enrollment for employees in 401(k) plans appears to significantly increase participation, but may not be suitable for all retirement plan sponsors, according to a new government report.
October 27 -
Intuit plans to expand its presence in the market for helping small businesses manage their 401(k) and health insurance benefits, even though many of its own customers do not offer such benefits.
October 21 -
Despite the uncertain market conditions and negative headlines of the past year, most Americans who participate in employer-sponsored defined contribution plans continue to support them, according to a new survey.
October 20 -
Fifty-five percent of companies are cutting their bonuses and 26 percent are reducing their 401(k) matches for employees, according to a survey of CFOs and senior comptrollers by Grant Thornton.
October 19 -
A pending rule change in the eligibility requirements for a Roth individual retirement account could encourage more people to seek out guidance from their financial advisors, according to a new survey.
October 15 -
The Internal Revenue Service has created a new Web-based tool to help small-business owners determine which tax-favored pension plan best suits their needs and how to keep their plans in compliance.
October 13 -
Better information and guidance could improve the oversight of retirement plans and reduce fees for participants, according to a new report by the Government Accountability Office.
October 6 -
As an accountant and an advisor, you're sure to see a decline in the charitable giving of an appreciable percentage of your clientele. Don't be surprised to see clients heave a sad sigh when they admit that the donation they had planned to make to endow a chair at their alma mater is not going to happen during their lifetime, or even through their estate. How can you help them make that dream a reality?
October 2 -
Preparing for retirement and managing income while in retirement are among the top issues confronting American consumers, according to a new survey, but despite those concerns, the majority of households lack a written financial plan.
September 29 -
A new report from the Government Accountability Office examines how to minimize the loss in retirement savings that occurs when 401(k) participants tap into their accounts early.
September 29 -
A new survey reveals that many investors are once again taking for granted the old assumptions they had about their retirement savings.
September 22 -
The recession has prompted more people to worry about proper retirement planning, according to a new survey.
September 15 -
Forty-four percent of retired Americans admit to supporting at least one individual financially, according to a new survey by Charles Schwab.
September 9 -
President Obama described several ways over the weekend that he plans to help Americans save more for their golden years, but reducing unemployment and reversing the stagnation of wages are going to do the most good for a secure retirement.
September 8 -
President Obama outlined a series of initiatives the federal government would take to help people boost their retirement savings.
September 8 -
Recent losses in the stock market have jeopardized the pension savings of many U.S. workers, but the alternative approaches followed by other countries may provide possible solutions as well as problems of their own.
August 25 -
The trustees who oversee Social Security project that retirees will not receive cost of living adjustments for the next two years.
August 24 -
The Government Accounting Standards Board has drafted proposed standards for local government bankruptcies, and is giving interested parties until August 28 to comment.
August 14 -
Forty-six percent of the 1,000 corporations polled in a recent survey said they plan to reduce or eliminate employer contributions to their 401(k) plans or already plan to do so, even as their overall benefit budgets increase.
August 11 -
SunGard and iShares are partnering on a system that will allow advisors and third-party administrators to incorporate exchange-traded funds as a standard option in retirement plans.
July 28