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Retirement Plans Resource Page

Retirement Plans Resource Page

 Latest Articles


Cash Balance Rule Expands Rate Options
New regulations for hybrid pension plans include a long-awaited final version of cash balance rule  proposed in 2010.

Social Security Resumes Sending Statements
Nevertheless, encourage workers to review their estimated future Social Security benefits online.

IRS Notice on Pension Smoothing Elections
For defined benefit pensions taking advantage of pension smoothing, decisions about segment-rate elections are due by Dec. 31.

Gen Xers’ Retirement Savings Prospects
Will Generation X have enough money for retirement? Yes, if their plans encourage savings.

Find the Right 401(k) Match
Look at the bottom line to determine a match that can be sustained.

401(k) Participants Favor Auto Escalation
Benefit managers still reluctant to automatically escalate employees’ 401(k) contributions might want to reconsider.

Fewer Pension Freezes
Those hardy employers that have kept their defined benefit plans open to new hires seem intent on staying the course.

‘Google’ Missing Plan Participants
Start searching for those who've left funds behind in a 401(k) by using free Internet search tools.

Workers Confused by 401(k) Investments
While many say they'd benefit from personalized advice, relatively few take advantage it.

Lower Pay for a Higher 401(k) Match?
Employees overwhelmingly would refuse a job with no 401(k) match, even with higher pay.

Retirement Plans with Employer Stock: What Now?
A U.S. Supreme Court ruling increases the liability for fiduciaries of account-based retirement plans that contain employer stock.

One-Third of Americans Borrow from Retirement
The misuse of 401(k) loans shows why plan sponsors should make financial education a core component of their plans.

Less Is More: Sponsors Simplify 401(k) Menus
Too many investment options leave participants feeling confused and overwhelmed.


 Featured Articles


 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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 Featured Video

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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