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The Relationship Between Automatic Enrollment and DC Plan Contributions: Evidence from a National Survey of Older Workers
Which Country Ranks First in Retirement Readiness?
How the Same-Sex Marriage Ruling Impacts Employee Benefits
Leakage from 401(k) Loans, Defaults Is Greater Than Previously Thought
Selected Characteristics of Savings and Thrift Plans for Private Industry Workers
Part-Time Private Industry Workers Less Likely to Have Access to Benefits in 2013
Should the 15-Year 403(b) Catch-Up Election Be Eliminated?
Optimal Equity Glidepaths in Retirement
Restating Your Preapproved Plan Document: Opportunities and Pitfalls
The Same-Sex Marriage Ruling: Key Employee Benefits Take-Aways
Public Workers' Reliance on DC Plans Grows (PDF)
Streamlining 401(k) Plans to Improve Diversification
The Largest Corporate DC Plans
To Take or Not to Take, That Is the Lump-Sum Window Question
High Court Decides Same-Sex Marriage Issue (PDF)
Marriage with a Capital 'M': What Employers Need to Know About the Supreme Court's Decision in Obergefell v. Hodges
IRI Quarterly Newsletter, June 2015
Employee Benefits Effects of Supreme Court Same-Sex Marriage Decision
How Behavior Shapes Retirement Planning
Gen Y More Guarded about Retirement Savings than Older Generations
[Opinion] Will 'Ratcheting' the 4% Rule Make It Less Insane?
Why Aren't More Plan Sponsors Adopting the 'Ideal Plan'?
Couples Study Uncovers Disconnects on Retirement Expectations, Social Security
Five Retirement Risks That Bite
Expensive Pensions Vex Law Firms as Ranks of Retired Partners Grow
[Opinion] The Behavioral Economic Case for Paternalistic Workplace Retirement Plans
Tackling the Challenge of 401(k)s for Small Businesses
Ten Economic Facts About Financial Well-Being in Retirement (PDF)
Financial Planning Software of the Past, Present, and Future: Calculation, Collaboration and Continuous Planning
[Guidance Overview] IRS Explanation, Worksheet (Alert Guidelines), and Deficiency Checksheet: Section 401(h) and Section 420 Determination of Qualification (Rev. 4-2015) (PDF)
[Guidance Overview] IRS Explanation, Worksheet (Alert Guidelines), and Deficiency Checksheet: Section 401(k) Requirements (Rev. 4-2015) (PDF)
[Guidance Overview] IRS Explanation, Worksheet (Alert Guidelines), and Deficiency Checksheet: Employee and Matching Contributions (Rev. 4-2015) (PDF)
[Guidance Overview] IRS Explanation, Worksheet (Alert Guidelines), and Deficiency Checksheet: Required Distributions (Rev. 4-2015) (PDF)
[Guidance Overview] IRS Explanation, Worksheet (Alert Guidelines), and Deficiency Checksheet: Miscellaneous Provisions (Rev. 4-2015) (PDF)
[Guidance Overview] IRS Explanation, Worksheet (Alert Guidelines), and Deficiency Checksheet: Section 436 Limitations (Rev. 4-2015) (PDF)
Use of 401(k) Plan 'Auto Features' Increases, But Barriers Still Remain (PDF)
Aligning Goals, Improving Outcomes: 2015 Defined Contribution Plan Sponsor Survey Findings (PDF)
Fact Sheet: Keep Our Pension Promises Act
Defined Contribution Investment Perspectives: Why Investment Re-Enrollment Matters (PDF)
San Francisco Loses State Supreme Court Ruling on Pension Cuts
Do Retired Americans Annuitize Too Little? Trends in the Share of Annuitized Income
Building on What Works: A Proposal to Modernize Retirement Savings
[Official Guidance] Text of IRS Notice of Proposed Rulemaking and Public Hearing: Suspension of Benefits under the Multiemployer Pension Reform Act of 2014
[Opinion] The DOL's Fiduciary Rule: Why Can't Regulators Do Simple?
10 Best Practices for Global Defined Contribution Plans (PDF)
Going to War over Retirement Security
[Guidance Overview] IRS Explanation, Worksheet (Alert Guidelines), and Deficiency Checksheet: Affiliated Service Groups (Rev 4-2015) (PDF)
Analysis and Recommendations Regarding 403(b) Plans
Lifetime Income Insurance Products and Emerging Issues (PDF)
Auto-IRAs: How Much Would They Increase the Probability of 'Successful' Retirements and Decrease Retirement Deficits?
Adding Annuities to DC Plans Still Open to Debate
GAO Report: Frequent and Collective Trading Are Uncommon in 401(k) Plans and Not a Significant Concern for Plan Participants, Sponsors, or Mutual Funds
How Should a Business Owner Define Retirement?
Link to Online Survey: GAO Asking Plan Sponsors for Information about Lifetime Income Options in Their 401(k) Plans
Link to Online Survey: GAO Asking Plan Sponsors for Information about Eligibility and Vesting Requirements in Their DC Plans
Benefits of ESOPs and Use of Leveraging
When You Shouldn't Roll Your 401(k) Balance Over to an IRA
Discounting Pension Liabilities: Funding Versus Value
[Official Guidance] IRS Explanation, Worksheet (Alert Guidelines), and Deficiency Checksheet: Top Heavy Requirements (Rev. 4-2015) (PDF)
Helping Retirees Stay on the Upside of Drawdowns

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