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Retirement Plans Resource Page

Retirement Plans Resource Page
 www.shrm.org/retirement
 

 Latest Articles

 

DOL Seeks Comments on Proposed Fiduciary Rule
A Department of Labor proposed rule would impose a stricter fiduciary standard on those providing advice to participants in 401(k) and similar plans.

Early Retirement Incentives: The Do’s and Don’ts
When providing incentives for early retirement, take care to comply with the Age Discrimination in Employment Act and other statutes.

IRS Modifies Retirement Plan Correction Procedure
New guidance simplifies the process for correcting mistakes, including automatic enrollment errors.

Beneficiary Disputes Take Retirement Plans to Court
How to avoid litigation battles among ex-spouses, children and other relations of a bygone plan participant.

Flexibility Granted for Annual 401(k) Fee Disclosure
The Department of Labor announced a new two-month grace period for plan sponsors to provide annual 401(k) fee disclosures to plan participants, intended to help plan administrators avoid unnecessary costs and burdens.

Participants Focus on Funds, Not Contribution Level
401(k) plan participants’ priorities may be skewed, focused too much on fund selection and not enough on whether they should increase their contribution rate.

DOL to Re-Propose Fiduciary Standard Rule
A revised proposed fiduciary standard for those advising retirement plan participants, expected later this year, remains contentious.

Savings Goals Should Consider ‘Longevity Risk’
The “risk” of living longer should be taken into account when determining retirement savings goals.

Progress Tamping Down 401(k) Loans, Withdrawals
Plan sponsors with above-average loan rates should consider offering household budgeting advice.

 

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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 ChoosetoSave.org, 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.

Social Security Resources:

 

 Advocacy

 

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

 

 Compliance Updates

 
 

 Topic Index

 
 

 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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