Despite growing demand for sustainable, responsible and impact (SRI) investments from participants, a small percentage of 401(k) plans provide such options in their investment menus. In a Benefits Magazine article… Read more >
Justin Held, CEBS
December 3, 2020
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Investments, Retirement, U.S.ESG, investments, SRI investing
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If you’re new to investing, there are lots of terms and concepts to understand. While it may seem intimidating, gaining an understanding of these six basic concepts can build your… Read more >
Brenda Hofmann
January 13, 2020
401(k) Plans, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Investments, Pensions
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As the old country song by Tammy Wynette demonstrates, what happens during a divorce can be tough to spell out. Divorce can be the source of great confusion for many,… Read more >
Amanda Wilke, CEBS
November 19, 2019
401(k) Plans, Defined Benefit (DB) Plans, Defined Contribution (DC) Plans, Employee Benefits, Retirementemployee benefits and divorce, QDRO, Qualified Domestic Relations Order
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In September 2019, the Internal Revenue Service (IRS) and Department of Treasury issued final regulations easing restrictions on hardship distributions from defined contribution retirement plans. While there were a number… Read more >
Lois Gleason, CEBS
October 24, 2019
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Regulatory, Retirementhardship withdrawals
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The number of organizations offering defined contribution (DC) retirement plans has held steady over the past two years (68.1%), making them the primary retirement vehicle for an increasing share of… Read more >
Justin Held, CEBS
September 10, 2019
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Retirementautomatic enrollment, DC plans, hardship withdrawals
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Plan sponsors have long provided education on the magic of compound interest as a powerful force for retirement readiness. But most plan members—and even many plan sponsors—forget about the flip… Read more >
Robbie Hartman, CEBS
August 21, 2019
401(k) Plans, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, Investments, Retirementinvestment costs, investment fees, retirement security
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Each month on Talking Benefits, I join Julie Stich, Kelli Kolsrud and Justin Held, International Foundation benefits nerdthusiasts, to discuss a trending employee benefits topic we think our listeners want to… Read more >
Anne Patterson
April 29, 2019
401(k) Plans, Employee Benefits, Financial Education, Financial Wellness, Retirement, Talking Benefits Podcast
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Student loan repayment benefits have been a hot topic in the news over the past few years, and a recent IRS private letter ruling has the benefit back in the… Read more >
Jenny Lucey, CEBS
October 1, 2018
401(k) Plans, Employee Benefits, Financial Education, Financial Wellnessstudent loan debt, student loan repayment
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Plan administrators trying to terminate defined contribution retirement plans often find themselves between a rock and a hard place. The Department of Labor (DOL) requires they diligently search for and… Read more >
Lois Gleason, CEBS
May 15, 2018
401(k) Plans, Employee Benefits, Retirement
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Americans aren’t saving enough for retirement. This is not a news flash. In fact, almost every day I see a new headline pointing out the problem. While their angles vary… Read more >
Brenda Hofmann
March 27, 2018
401(k) Plans, Behavioral Decision Making, Communication, Defined Contribution (DC) Plans, Employee Benefits, Financial Education, Financial Wellness, National Employee Benefits Day401(k), behavioral economics, financial security, National Employee Benefits Day, retirement readiness
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