What CFOs Should Know About Retirement Plan Audits
A finance chief may focus on a plan's costs, but there are other elements to consider when assessing overall plan value. Audits can help reveal that value.
Companies Share Tax Savings With Workers
A minority but growing number of employers give employees bonuses and raises based on this year's tax windfall; Visa leads the way with huge 401(k) boost.
Retiree Health Costs Demand Financial Wellness
Employees can save money to pay for health care in retirement through health savings accounts, but they also need to be financially sound overall.
Plan Sponsors Should Offer Passive Investment Options
Low interest rates have pushed equities up for years, making a passive investment strategy a winner.
Older employees who cannot afford to retire can present a costly challenge for the entire company.
How to Optimize a 401(k) Plan for Employer, Employees
It's not just about making a DC plan look more like a DB plan; take a look at market-return cash balance plans.
How to Choose a 401(k) Plan Auditor
CFOs must be careful in making this choice, because there may be issues of penalties and personal legal liability.
Transamerica Settles Suit Over Its Own 401(k)
The class action alleged the retirement plan provider charged participants $40 million in "bloated and superfluous" fees.
Three Ways to Add 401(k) Plan Value
Roth contributions, employee after-tax contributions, and in-plan Roth conversions are often-overlooked paths to boosting employees' plan balances.
Why 401(k) plan sponsors' motivations for switching to passive investment vehicles could run afoul of ERISA.
401(k)s: Eye on Providers
Practically everything you need to know about choosing a 401(k) plan provider.