Retirement Income

We’re seeing greater emphasis on new ways to provide plan participants with retirement income options, driven primarily by policymakers at the Department of Labor and greater demand among plan sponsors. Here you’ll find coverage of news and developments in Washington, as well as new products and plan design changes like stream of payment options as alternatives to lump sum distributions.


Retirement Income

Retirement Income

By Ted Godbout9/29/2017 • 0 Comments

Retirement industry leaders appearing at a recent Capitol Hill event generally agreed that building on the existing system would dramatically improve the retirement readiness of Americans throughout the country. READ MORE

By John Iekel9/28/2017 • 0 Comments

Warnings about the need to save more for retirement are ubiquitous; a suggestion that challenges this premise will raise more than a few eyebrows. READ MORE

By Nevin Adams 9/28/2017 • 0 Comments

In the course of my day, I talk to (and email with) people, read a lot, and every so often jot down a random thought or insight that gives me pause and makes me think. See what you think. READ MORE

By John Iekel9/28/2017 • 0 Comments

Forgetting to repay a loan will garner one a quick reminder. But a recent Tax Court ruling suggests that it may be wise to verify that the payment really was made. READ MORE

By ASPPA Net Staff9/28/2017 • 0 Comments

Rothification may not be on the table — yet — but the GOP’s tax reform outline includes a potentially nasty surprise for small business retirement plans. READ MORE

By Ted Godbout9/25/2017 • 0 Comments

Congress has released draft legislation consistent with recent American Retirement Association recommendations to expand access by victims of recent hurricanes to their 401(k) and similar plans without penalties and taxes. READ MORE

By John Iekel9/21/2017 • 0 Comments

A proposal to allow some retirees to receive lump sum Social Security payments would result in higher costs for Old Age, Survivor and Disability Insurance (OASDI) in the short term, but a small net reduction in OASDI costs in the longer term, says Social Security Chief Actuary Stephen Goss. READ MORE

By Ted Godbout9/21/2017 • 0 Comments

Incorporating good DC plan design and financial wellness programs can help women establish a secure retirement, panelists suggested at a recent policy forum. READ MORE

By Nevin Adams 9/21/2017 • 0 Comments

In about a month, the IRS will announce the new contribution and benefit limits for 2018 — and that could be good news even for those who don’t bump against those thresholds. READ MORE

By Ted Godbout9/21/2017 • 0 Comments

A new report indicates that retiree health care expenses will not only continue to increase, but will do so at triple the current rate of inflation for the foreseeable future. READ MORE

By ASPPA Net Staff9/21/2017 • 0 Comments

August brought a notable uptick in 401(k) trading activity among defined contribution plan investors, according to the Alight Solutions 401(k) Index. READ MORE

By ASPPA Net Staff9/18/2017 • 0 Comments

The DOL has extended the employee benefit plan compliance guidance and relief it issued for victims of Hurricane Harvey to those affected by Hurricane Irma. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

As stock values rose during the first quarter, most DC plan participants continued with their asset allocations and contribution levels, and maintained low withdrawal activity, says the Investment Company Institute (ICI). READ MORE

By Ted Godbout9/15/2017 • 0 Comments

While estimates of the size and growth of “gig employment” vary, there are signs that it is here to stay, even though it may destabilize personal financial security, a new survey shows. READ MORE

By Ted Godbout9/15/2017 • 0 Comments

Millennials are saving early for retirement, but they also have higher expectations that employers should offer access to a retirement plan and socially responsive investments, says a recent survey. READ MORE

By John Iekel9/14/2017 • 0 Comments

The PBGC says in Disaster Relief Announcement 17-11 that in response to Hurricane Irma it is waiving certain penalties and extending certain deadlines in qualifying parts of Florida. READ MORE

By ASPPA Net Staff9/13/2017 • 0 Comments

The IRS, DOL and PBGC have granted relief to certain victims of Hurricanes Harvey and Irma. But House Ways and Means Chairman Kevin Brady (R-TX) may try to do what they cannot. READ MORE

By John Iekel9/13/2017 • 0 Comments

The IRS, Department of Labor and Pension Benefit Guaranty Corporation (PBGC) have announced fresh relief for victims of Hurricane Irma — as well as those of still very recent Hurricane Harvey. READ MORE

By ASPPA Net Staff9/11/2017 • 0 Comments

The aggregate funding ratios for U.S. private-sector pension plans fell slightly and deficits grew in August, say recent reports. READ MORE

By ASPPA Net Staff9/8/2017 • 0 Comments

Temperatures continued to rise in August, but the increase in average 401(k) balances cooled off a bit. READ MORE

«« First |1 2 3 4 5 6 7 ... 25 26 27 28 29 30 31 | Last ››