Employee benefits professionals scoured the House Republicans’ proposed Tax Cuts and Jobs Act with some trepidation after its release on November 2, 2017. While many were relieved to find no… Read more >
November 9, 2017 401(k) Plans, Employee Benefits, Legislative, Pensions, Regulatory Read more >
Something old, something new, something borrowed, something . . . that I know we’re going to forget! Checklists upon checklists accompany the big day, and I can relate. So can… Read more >
October 18, 2017 401(k) Plans, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Health Care, Human Resources (HR), Insurance, Retirement Read more >
Considering loan options for your 401(k) plan but concerned about the potential consequences? Here are five plan design ideas for plan sponsors who want to allow employees to borrow against… Read more >
July 26, 2017 401(k) Plans, Employee Benefits, Retirement Read more >
Many 401(k) plans allow participants to take out loans from their individual 401(k) account—While loan options provide flexibility for those tentative to contribute to 401(k) accounts, the option to borrow… Read more >
May 30, 2017 401(k) Plans, Employee Benefits, Financial Education, Financial Wellness, Retirement Read more >
As I was writing the short blog you can’t wait to read below, I couldn’t help but think of the classic phrase, “The shoemaker’s children always go without shoes.” You’ll… Read more >
August 11, 2016 401(k) Plans, Canada, Communication, Employee Benefits, Financial Education, Financial Wellness Read more >
On April 6, after years of work, comments, hearings, discussions and more work, the U.S. Department of Labor released a final rule clarifying the term “fiduciary” as it relates to… Read more >
June 29, 2016 401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, ERISA, Regulatory, Retirement Read more >
In the early years of the shift from defined benefit (DB) to defined contribution (DC) plans, most attention was directed at saving for retirement. Today, there is a growing realization… Read more >
June 9, 2016 401(k) Plans, Canada, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Retirement Read more >
On April 6, 2016, the U.S. Department of Labor released the highly anticipated final version of its fiduciary/conflict of interest rule. Brokers, agents and financial advisors recommending investments to retirement… Read more >
April 6, 2016 401(k) Plans, Defined Contribution (DC) Plans, Legislative, Retirement Read more >
Ensuring that American workers are financially set for retirement is a passion for those of us involved in the International Foundation Retirement Security Initiative. When a friend announces he or she… Read more >
October 28, 2015 401(k) Plans, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, Retirement Read more >
When I left college and took my first “real” job, the HR director met with me to talk about benefits. I was 22, in perfect health and very concerned about… Read more >
September 15, 2015 401(k) Plans, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, Wellness Read more >