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Retirement Plans Resource Page

Retirement Plans Resource Page

 Latest Articles


Remind Eligible Employees About Saver's Tax Credit
Low- and moderate-income workers can take steps to earn special retirement savings tax credits, but only if they know about them.

Call to Limit 401(k) Savings by ‘Wealthy’
President Obama’s proposal to limit combined retirement plan assets has proved controversial, as did his call to reduce tax advantages for 529 college savings plans.

Group Launches Consumer Website for 401(k) Savers
A new financial education website is designed as a source for simplified and unbiased help.

Employers Offering Workers Added Financial Tools
In addition to offering retirement savings advice, employers are adding financial wellness programs that help workers budget, save for a home and more.

GAO Finds Fault with 401(k) Forced Transfers
The Government Accountability Office (GAO) found that balances in most left-behind 401(k) accounts that undergo a forced transfer to an IRA decrease over time.

Pension Funding Levels Fell, Reversing Gains
Despite a rising stock market in 2014, funding levels for corporate pension plans dropped back near to where they were after the financial crisis. Time to revisit pension de-risking strategies?

New Participants Rely on Target-Date Funds
Use of target-date funds in 401(k) plans has surged due to automatic enrollment. More 401(k) dollars are also going toward index funds.

Treasury’s Final Rule Clears Way for myRA Accounts
A Treasury Department final rule helps launch a new workplace retirement savings program aimed at small-dollar savers.

Advance Copies of 2014 Form 5500 Available
Advance informational copies of the 2014 Form 5500 and Form 5500-SF (short form) were recently released, along with instructions describing modifications to these forms and their schedules for plan year 2014.

When Workers Won’t Retire, Challenges Arise
Organizations confront unintended consequences when retirement-eligible employees remain in place, sometimes because their total rewards package gives them incentives not to retire.

Law Lets Multiemployer Pensions Cut Benefits
Distressed multiemployer pensions will be able to reduce benefits to retirees under legislation signed into law on Dec. 16.

PBGC Eases 401(k)-to-Pension Rollovers
The Pension Benefit Guaranty Corp. (PBGC) had made it easier for participants with both a 401(k) plan and a defined benefit pension to roll over funds from the former to the latter. But should retiring employees do this?


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 Related Resources


'Choose to Save' Resources. Find brochures, calculators, public services announcements and other materials that can help plan sponsors promote retirement plan participation at, a project of the nonprofit Employee Benefit Research Institute.

DOL's Lifetime Income Calculator. Via DOL.

Making Sense of the Uncashed Retirement Plan Check Dilemma. Via Inspira.




How America Saves: The Coalition to Protect Retirement
This SHRM-chaired coalition is working to defend the special tax treatment of retirement savings.


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Increasing Plan Participation
Focus on HR's host Kathleen Koch speaks to Linda Robertson and Ric Edelman about boosting employee participation in retirement plans.
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