by Market Cheetah | Apr 19, 2021 | Defined Contribution Plans, Fiduciary Duty, Human Resources, Retirement and Financial Planning
Investment advisors who encourage employees to roll over their 401(k) savings into an individual retirement account (IRA) must adhere to the “best interest” fiduciary standard, and do so from the first conversations about rolling over fund assets, according to new guidance from issued by the U.S. Department of Labor (DOL).
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by Market Cheetah | Apr 1, 2021 | Benefits, Defined Contribution Plans, HR Expertise, Human Resources, Retirement and Financial Planning, Retirement Benefits
SHRM Online spoke with the author of a new report, “The Peak 65 Generation—Creating A New Retirement Security Framework,” about the role annuities can play with, and within, employer-sponsored 401(k) plans to provide protected lifetime income.
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by Market Cheetah | Mar 28, 2021 | Human Resources, Retirement and Financial Planning, Stock-Based Plans
Among employers using company stock to attract and reward top talent, it’s important to help employees make the most of stock awards by offering financial planning advice as well.
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by Market Cheetah | Feb 11, 2021 | Defined Contribution Plans, Health Savings Accounts (HSAs), Human Resources, Retirement and Financial Planning
More than half of first-time health savings account (HSA) contributors reduce their 401(k) account savings rate, new research shows. This needn’t put their retirement security at risk if some of their HSA dollars are used for long-term savings.
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by Market Cheetah | Feb 2, 2021 | Benefits Strategy and Planning, Human Resources, Retirement and Financial Planning
Employers can improve the value of workplace financial wellness initiatives by tracking metrics such as employee morale and financial stress, along with measures such as retention and absenteeism.
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by Market Cheetah | Nov 6, 2020 | Human Resources, Retirement and Financial Planning
The COVID-19 pandemic has wreaked havoc on many things, including retirement plans. Here are four areas where retirement planning experts advise fresh thinking to help workers save for their golden years.
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