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Retirement Planning

As Per Sheryl Sandberg's Request, a Male Opinion About 'Lean In'

March 22, 2013
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In a recent interview about her book, Sheryl Sandberg calls on men to 'lean in' when it comes to the discussion about women in the workplace. So that's what I'm doing: providing a male voice.
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Yes, They Worry: Nearly Half of U.S. Workers Uncertain About Retirement

March 19, 2013
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Despite the recovering U.S. economy, almost all American workers feel uncertain about their ability to live comfortably in retirement, according to a survey conducted by the Employee Benefits Research Institute.
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Target-Date Funds Put Bull's-Eye on Making Employees Retirement-Ready

March 14, 2013
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Now that defined contribution plans are the way most Americans save for retirement, and target-date funds are increasingly becoming the most popular investment in many 401(k) plans, many employers who offer the strategy say they will take a hard look at them this year.
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'Global Nomads' Finding There's No Place Like Home for Benefits

March 1, 2013
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The upturn in so-called 'global nomads'—those who move from country to country on long-term assignments—has focused more attention on their medical and retirement benefits.
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Preserving Tax Incentives for 401(k)s

February 7, 2013
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Experts are looking to educate lawmakers about the benefits of protecting the existing tax treatment of retirement plans.
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Employers Taking Charge of Their Retirement Plans

January 23, 2013
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New federal rules released last year made clear that defined contribution plan sponsors needed to get a better handle on investment and other provider fees. A new survey shows that they have.
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Experts Offer a 2013 To-Do List for Retirement-Plan Sponsors

January 23, 2013
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Revisiting the company's investment plan statement should be the first order of business, and then start building your paper trail to ward off IRS inquiries.
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No-Strings-Attached Roth 401(k) Conversion Is Good Deal—for Select Few

January 4, 2013
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Until now, to make such a distribution without incurring a 10 percent penalty, workers must either have been retiring, terminating their job with their employer or turning 59½. But under the new law, employees can move their traditional 401(k) to a Roth version of the account without those events and without the penalty.
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Tax Bill Will Reduce 401(k) Taxes, Ease Fund Transfers

January 2, 2013
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A provision tucked into the American Taxpayer Relief Act will expand the opportunities for employees to transfer funds from traditional 401(k) plans to Roth 401(k)s. Employees who are in lower tax brackets now compared with when they retire will reap big tax savings from such transfers.
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