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Retirement Planning

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The ‘Unretirement’ Plan: An Interview With Author Chris Farrell

November 18, 2014
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Author Chris Farrell contends that baby boomers are changing the way we should think about work, community and the good life in his new book, 'Unretirement.'
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Special Report: Fewer in the 401(k) Field

November 7, 2014
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Pressures in the retirement industry are forcing providers to offer more than record-keeping services to stay afloat, and ,any companies need to do everything to keep up with the competition.
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401(k) Plans: With Great Power Comes Great Responsibility

October 27, 2014
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Here are some important points employers should consider when offering 401(k) retirement plans.
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Retirement Savings On Course? Depends Whom You Ask, Of Course

October 27, 2014
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Plan sponsors are getting a lot of conflicting information.


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When a Company Match Is in the Mix

September 30, 2014
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There’s no set structure, and companies aren’t required to match employee 401(k) contributions; for those that do, formulas vary.


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Sorry, ERISA Is Hardly a Failure

September 5, 2014
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Not everyone has a 401(k) at work, but that is irrelevant. Retirement safeguards are in place for workers, and besides, anyone can open an IRA either at a bank or online. 


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Companies Roll Out Re-enrollment Strategy

September 1, 2014
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Re-enrollment in a 401(k) is a popular employer approach that puts workers on the right investment track and offers protections for plan sponsors.


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State of Retirement: Legislators Mull Retiree Funds

August 11, 2014
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Advocates say the best place to address these issues is at the state level, and California is the closest to implementing a state-run plan.


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What Kind of Retirement Guidance Should Be Offered?

July 31, 2014
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What is the trend among large corporations to offer retiring leaders some guidance or preparation for both the financial and emotional impact of retirement? Why do they do it and what types of services do they offer?

— Fact-finding Mission, president, consulting/legal, Los Gatos, California


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By the Numbers, July 2014

July 2, 2014
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The employee cycle; (not) getting schooled; job hop; when I'm 65.
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