Retirement

The Congressional Research Service has issued a new report, “401(k) Plans and Retirement Savings: Issues for Congress,” that describes seven major policy issues facing defined contribution plans:

Accounting firm Breslow Starling has been accepted into the Employee Benefit Plan Audit Quality Center by the American Institute of CPAs.

As many as 9.5 million retired Americans are considering at least a partial return to the workforce, according to a new study by Charles Schwab.

CBIZ has acquired EAO Consultants, an employee benefits firm also known as Egan, Amato & O’Connor, expanding the accounting provider’s benefits-consulting expertise in the Northeast.

The House Education and Labor Committee has approved a bill that would require 401(k) plan providers to provide clear, complete information about the fees they charge.

A new survey shows backing for 401(k) plans by senior finance and human resources executives, even though many of the plans have performed poorly during the financial crisis.

Retirement plan recordkeeping service provider ExpertPlan has acquired portions of ADP’s retirement plan recordkeeping business that service independent third-party administrators.

As workers experience large losses in their retirement funds, a significant number are planning to delay their retirement, according to a new survey.

About 54 percent of employed Americans plan to look for a new job once the economy rebounds, according to a new survey.

The SEC and the Department of Labor convened a hearing Thursday to decide whether to tighten the rules for financial services companies that offer target-date funds in their 401(k) plans.

A “perfect storm” of demographic, individual and financial elements is poised to undermine people’s retirement plans unless they prepare properly, warns a new global survey.

Retirees will need far more money to cover their health care expenses than previously estimated, according to a new study.

The recession has not prompted many people to change their behavior and start saving more for retirement, according to a new survey by Charles Schwab.

According to Leon LaBrecque, founder and managing partner of LJPR, LLC, a firm handling more than $300 million in assets, “Engineers who are frozen regarding their finances need to know that the financial planning process, at its core, is identical to the five steps they use for their Engineering Design Process. Once they understand this, they are on their way to building their ideal retirement plan.”

It has been said repeatedly that the one aspect most investors can really count on is that markets are cyclical.

The Treasury Department is advising Social Security check recipients who live in hurricane- and other disaster-prone areas to switch to direct deposit as hurricane season gets underway along the Gulf Coast and Eastern seaboard states and severe weather continues to impact other regions of the country.

The IRS is providing a new withholding adjustment option for pension plans as a way to get around some of the glitches that have developed with the new Making Work Pay tax credit.

ADP has launched ADP Access, a retirement program that combines the benefits of ADP’s 401(k) plan recordkeeping services and the guidance of a financial advisor.

No matter how much money your client has, it’s crucial to have a basic estate plan simply to ensure that the financial goals of the client are met after the client dies.

As the economy worsens and unemployment continues to rise, many people who have stayed invested may be asking themselves if they made a mistake by not selling out and remaining in cash.Conversely, those who have cashed out and have been sitting on the sidelines are patting themselves on the back for a job well done. However, at some point they will need to figure out how and when to get back in the market.