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By: Melissa B. Kurtzman The end of the calendar year is soon approaching. For sponsors of qualified benefit plans, this means that plan amendments must be adopted and certain notices may need to be distributed. Below is a summary of the majo... More...

There are a growing number of dual-income and single parent families that depend on the income of working women. Meanwhile, these women may also be juggling childcare and eldercare responsibilities. Today's women are not only facing greater financi... More...

On October 16, 2008, the Internal Revenue Service issued IR 2008-118, announcing the cost-of-living adjustments applicable to retirement plan limits for 2009. Most of the limits increase for 2009, as the increase in the cost-of-living index met the s... More...

Institutional investors have, once again, topped their previous record ownership levels in the largest 1,000 U.S. corporations, The Conference Board reports in the latest edition of its Institutional Investment Report. Data on institutional invest... More...

First growth, then income. If you're like most investors, you want to achieve growth while you're working and income after you retire. But that doesn't necessarily make it smart to change your investment strategy when you retire by shifting your port... More...

A confluence of events has brought increased scrutiny to employer retirement plans that should certainly result in change. First, all are familiar with the impact of theboomer population and their expected life span. Second, there is an onslaught... More...

Most employers offering retirement plans to supplement government-sponsored pension systems now do so through defined contribution (DC) or hybrid approaches, according to a new global guide from Mercer. Mercer's Introduction to Benefit Plans Around t... More...

More companies will be able to use phased retirement to retain valuable skills and knowledge while providing mature workers with an alternative to the all-or-nothing approach to retirement, according to a report released by The Conference Board, the ... More...

Sooner or later, the topic of health care and how to pay for it during retirement comes up when Jamie Jordan meets with her clients. This is a recent development for Jordan, a financial planner with a focus on long-term care insurance with Lincoln Fi... More...

Many small-business owners are so busy running their companies they rarely give much thought to the day when they’ll move on to something else—be it retirement or another venture. But a long-term capital strategy can lay the groundwor... More...

Faced with mounting deficits in its pension funds, Korea´s Ministry of Health and Welfare (MOHW) is calling for reforms to its national pension fund. Its proposal would raise subscriber contributions from 9% of workers´ earnings to 12-13%... More...

Roughly one quarter (23%) of employers - and 44% of large companies with 25,000 or more employees - are interested in offering targeted benefits communications based on employee life stage and/or demographics, according to MetLife´s recently re... More...

Just as the baby boomers had an impact on parenting in the Fifties and college life in the Sixties, they are expected to have an equally strong effect on the health and stability of the workforce when they approach retirement age in the 21st century.... More...

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News

Retirement Plans Must Be Amended Before Year End

How HR Can Help Address Gender Disparity in Life Insurance Coverage

IRS Announces Retirement Plan COLA Adjustments for 2009

U.S. Institutional Investors Boost Ownership of U.S. Corporations to New Highs

Do Retirees Need a New Investment Strategy?

Four Questions: To Ask of Your Retirement Plan

Defined Contribution, Hybrid Plans Prevail Among World’s Leading Employers, Mercer Finds

Phased Retirement Programs are Becoming Easier to Implement

Assessing New Health Care Options

Laying the Groundwork for Your Future

Korea: Government Puts Forward Pension Reforms

Employees Call for Improved Benefits Communications Based On Life Stage

Reinventing Retirement

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