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Retirement Plans Resource Page 

 Latest Articles

Target-Date Funds Gain Larger Share of 401(k) Dollars
One criticism of 401(k) plans is that individuals lack the skills to manage their retirement plan assets. The rising use of target-date funds and other professionally managed allocations is reshaping this picture.

Pension Plan 'De-Risking' Strategies on the Rise
Defined benefit pension plans represent a growing financial risk to their organizations because of the size and volatility of plan liabilities, leading many plan sponsors to undertake "de-risking" strategies.

Pre-Retirees Save Nearly 15% of Pay
Pre-retirees (age 55 or older) are contributing an average of 10.3 percent of their annual salaries to their 401(k) accounts, plus an average employer contribution of 4.5 percent.

Pensions Plans Again Outpace 401(k)s
With defined contribution plans assuming more aspects of professional management, such as the ability to rebalance assets through target-date funds, 401(k) participants may have better opportunities to improve their portfolios' performance.

How Match Thresholds and Default Rates Impact Savings
Employers can keep costs down and encourage more robust savings in auto enrollment plans by getting creative with "stretch matching" and other design features.

DOL Seeks Input on Lifetime Income Options
The U.S. Department of Labor (DOL)'s Employee Benefits Security Administration is seeking comments before issuing a proposed rule on providing lifetime income options, such as annuities, to participants in 401(k) and 403(b) defined contribution plans.

Boosting 401(k) Plan Effectiveness
Offering features such as auto enrollment, Roth 401(k) options and financial counseling can improve plan participation and awareness, according to plan sponsors.
 

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 Related Resources

Pose questions and discuss retirement plan issues with your HR peers on SHRM's HR Talk Bulletin Board: Compensation & Benefits.

2013 Compliance Calendar for Defined Contribution Plans (external link) 

DOL's Lifetime Income Calculator (external link)

 Advocacy

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

Fee Disclosure Rules
Focus on HR's host Kathleen Koch speaks to Kevin Mahoney and Rich Lynch about the new fee disclosure rules that took effect in August of 2012.

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