retirement Archives - Word on Benefits

Magazine Extra: Calling for an Encore: Benefits Considerations for Unretirees

Guest Contributor

14 Feb 202310 Mar 2023

Benefits Magazine Extras articles provide you with bonus content on a mix of benefits topics as well as deep dives and analysis on the latest benefit trends and compliance issues. Visit www.ifebp.org/benefitsmagazine to see the latest Magazine Extra as well as the […]

401(k) Plans Defined Contribution (DC) Plans Employee Benefits Legislative Regulatory Retirement SECURE 2.0 U.S.

SECURE 2.0 Act: A Breakdown of Ten Big Implications for Employers

Anne Patterson

31 Jan 202310 Mar 2023

The SECURE 2.0 Act was included in a 4,155-page omnibus spending bill that passed on December 23 when President Biden signed it into law. We broke down the law in the latest Talking Benefits podcast episode, focusing on major implications for plan […]

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Magazine Extra: Benefits Touch Points—Communicating When It Matters

Guest Contributor

18 Jan 202310 Mar 2023

Employee Benefits Financial Education Financial Education (U.S.) Financial Wellness Legislative Retirement SECURE 2.0 U.S.

What Plan Sponsors Need to Know After the Passage of SECURE 2.0 Act of 2022

amandaw

28 Dec 202217 Feb 2023

The SECURE 2.0 Act of 2022 (SECURE 2.0 Act), which aims to increase retirement savings and expand coverage to employer-sponsored retirement plans, was included in the 4,155-page omnibus spending bill (HR 2617) to fund the government for 2023. The omnibus bill was […]

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Is Your Plan Ready for a DOL Investigation? Nine Key Areas to Review

Kathy Bergstrom, CEBS

29 Aug 202229 Aug 2022

When it comes to Department of Labor (DOL) retirement plan investigations, the best defense for plan fiduciaries is often a good offense—conducting a compliance self-review before DOL officials come knocking. That’s the contention made by attorneys Elizabeth S. Goldberg and William J. […]

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Retirement Board Abused Its Discretion in Disability Benefits Denial

Guest Contributor

25 Aug 202222 Sep 2022

By Morgan Lewis & Bockius LLP Every month, the International Foundation releases the Legal and Legislative Reporter, a compilation of new employee benefits-related case summaries. Below is a summary we thought you’d be interested in: The U.S. District Court for the Northern […]

Communication Compliance Defined Benefit (DB) Plans Defined Contribution (DC) Plans DOL Employee Benefits Legislative Public Plans Regulatory Retirement U.S.

Everything Plan Sponsors Need to Know About SECURE Act 2.0

amandaw

26 May 202226 May 2022

On March 29, 2022, the House of Representatives passed the Securing a Strong Retirement Act of 2022 (HR 2954), otherwise known as SECURE Act 2.0, by a vote of 414-5. Secure Act 2.0 builds on the 2019 Setting Every Community Up for […]

401(k) Plans Employee Benefits Pensions Public Plans Retirement U.S.

The Next Level—Supporting Women’s Retirement Security

Cara McMullin

01 Mar 202226 Apr 2022

March is Women’s History Month in the U.S.! This month is dedicated to reflecting on the often-overlooked contributions of women to history in countless fields. The 2022 Women’s History Month theme is “Women Providing Healing, Promoting Hope.” This theme is “both a tribute […]

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International Foundation Survey Research Studies: Benchmarking Stats You Can Use

Justin Held, CEBS

22 Feb 202222 Feb 2022

Those working in the employee benefits industry are facing a landscape that changes daily. The International Foundation’s research team takes trending topics, from paid leave to financial education and mental health, and provides in-depth coverage of employer responses through survey reports. The […]

Communication Defined Benefit (DB) Plans Defined Contribution (DC) Plans Employee Benefits Financial Education Retirement U.S.

Transitioning from DB to DC: What You Need to Know

Justin Held, CEBS

29 Dec 202129 Dec 2021

In my years compiling benchmarking data for the International Foundation, one of the most notable trends has been the decreasing prevalence of employer-sponsored defined benefit (DB) pension plans. In the 2011 Employee Benefits Survey, 57% of responding organizations offered a DB pension […]