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Retirement Plans Resource Page

Retirement Plans Resource Page

 Latest Articles


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.

Employees Unfamiliar with Investment Options
Employees feel comfortable with their fund choices despite many who admit they’re unfamiliar with their plan’s investment options.

Progress for Multiemployer Pension Plans
The Multiemployer Pension Reform Act is the most significant legislation for multiemployer pension plans in more than three decades.

GAO Urges Oversight of Pension Lump Sums Offers
The Government Accountability Office is raising questions about how well pension plan participants understanding the financial tradeoffs associated with lump sum payouts.

Supreme Court Hears Excessive 401(k) Fees Case
The U.S. Supreme Court hears arguments highlighting employers’ duty to monitor 401(k) fund fees—and to memorialize the steps they’ve taken to monitor investments.

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.

Remind Eligible Employees About Saver's Tax Credit
Low- and moderate-income workers can take steps to earn special retirement savings tax credits, but only if they know about them.




 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.

DOL's Lifetime Income Calculator. Via DOL.

Making Sense of the Uncashed Retirement Plan Check Dilemma. Via Inspira.

Social Security Resources:




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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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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