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Retirement Plans Resource Page 

 Latest Articles

IRS Guidance on Retirement Plans and Same-Sex Spouses
IRS Notice 2014-19 applies to spousal consent, survivor benefits, QDROs and other plan administrative functions.

Appellate Ruling Affirms Duty to Monitor 401(k) Fees
Tussey v. ABB Inc. highlights plan sponsors' need to act prudently, exercise diligence over investment options.

Employers Embrace Proactive Steps to Improve Savings
Momentum continues toward plan features that encourage employees' long-term savings.

Debt, No Planning, Impede Retirement Savings
Managing daily expenses and the cost of living are the top reasons why employees don't save (or save more) for retirement.

DOL Proposes Enhanced 401(k) Fee Disclosure
The Department of Labor (DOL) proposed a rule requiring 401(k) plan service providers to supply employers with a guide to fee-disclosure documents required under a previous DOL rule.

Employees Unaware of 401(k) Investment Options
Experts recommend saving at least 10-15 percent of annual income for retirement; 401(k) participants familiar with their investment options are twice as likely to follow this advice.

Paving the Road to Retirement
Design your 401(k) plan to help employees achieve retirement readiness.

Learn from AOL’s 401(k) Missteps
Employers are likely to think twice about how to execute and communicate benefit changes after AOL's disastrous effort to adopt a year-end 401(k) match.

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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, a project of the nonprofit Employee Benefit Research Institute.

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


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

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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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