IRA mistakes will get more costly
July 13, 2012 by Jim Giuliano
The Internal Revenue Service used to go easy on mistakes made with Individual Retirement Accounts and Roth plans. Not anymore.
July 13, 2012 by Jim Giuliano
Retirement savings: How much of a difference does professional advice make?
June 29, 2012 by Jim Giuliano
When it comes to managing your retirement account, how much better off are you with getting the services of a professional? And what was the biggest investment mistake most go-it-alone types made in the last five years? A nationwide study appears to answer both questions.
What employees want — and worry about — in 2012
December 21, 2011 by Jim Giuliano
Half the battle in winning over workers is knowing what they value and what scares them. One study addresses both. More…
Finance alert: IRS increases pension plan limits for 2012
October 26, 2011 by Jennifer Azara
For the first time in several years, your company’s finance department will have to make some major changes when Jan. 1 hits. More…
Congress considers employer-sponsored IRAs
September 27, 2011 by Jim Giuliano
As employers continue to drop matching contributions to 401(k)s, Congress is getting set to take up a bill that would establish IRA accounts as an alternative employer-sponsored retirement program.
A mistake many firms make with their retirement plans
July 20, 2011 by Jim Giuliano
If your company is promoting automatic enrollment in a 401(k) — or is thinking about it — you may want to think again. More…
The biggest blunder in retirement planning
May 12, 2010 by Jim Giuliano
An actuarial study of retirement spending shows where most people miscalculate. There’s some good news in there. More…
Washington pushes new required employee benefit
February 3, 2010 by Jim Giuliano
A new government study shows how few people save enough for retirement. The president and some members of Congress are pushing legislation to change that — and to involve businesses in the solution, whether or not you want to be involved. More…
Big changes proposed for employer retirement plans
September 16, 2009 by Jim Giuliano
President Obama has big plans for changing company-sponsored retirement plans, especially for small businesses. More…
