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Ret plans - info for employees


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[Official Guidance] Text of 2014 IRS Form 4972, Tax on Lump-Sum Distributions, with Instructions (PDF)
Roth vs. Regular 401(k): Doing the Math
Majority of Parents Provide Financial Support to Their Adult Children -- Less Available for Retirement Piggybank?
[Official Guidance] Table of PBGC Maximum Monthly Annuity Guarantees, Pension Benefits
[Official Guidance] PBGC Announces Maximum Insurance Benefit Level for 2015
Your Roth IRA Calculator May Be Lying to You
Five Things to Tell 401(k) Participants About Volatile Markets
Relief Under FRCP Rule 60 Unavailable to Plaintiff Who Lost on Motion to Dismiss State Law Claim for Negligent Misrepresentation (PDF)
Financial Wellness Is Impossible to Achieve Without Plan Participation
Retirement Planning: Think Outside the Pie Chart
If You Really Have to Touch Your Retirement Stash, Here's How to Do It Right
Considering a 401(k) Loan? Weigh Your Options Before Borrowing
Are Women and Men Different When It Comes to Retirement Plan Savings?
After-Tax Money in Retirement Plans: Five Questions for Employees After IRS Notice 2014-54
Can You Contribute to a Roth 401(k) and Roth IRA in the Same Year?
Four Ways Your 401(k) Participants Can Save More
More Americans Interested In Seeking Financial Advice
Reviewing Retirement Plan Tablet Apps
[Opinion] The Data You Need Isn't on Your Retirement Plan Statement
Managing Your Spending in Retirement -- It's Not Rocket Science
Women Showing Greater Commitment to Retirement Savings
Five Items That Impact the Amount Your 401(k) Participants Need to Retire
A 401(k) Rollover Checklist for Plan Participants
Insurance Against Outliving Your Retirement Savings
Retirement Readiness for ESOP Participants
Pushed to Make Own Choices, Investors Turn to Advisors for Help with Retirement Planning (PDF)
Embracing Social Media and Mobile Technology in 401(k) Communications
Reasons to Hold Off on Your Employer's Pension Buyout Offer
Defined Contribution Plan Participants' Activities, First Quarter 2014 (PDF)
How Much is a Proper Beneficiary Designation Worth?
To Claim or Not to Claim: When Should You Take Social Security?
Unexpected Consequences of Early Retirement
[Opinion] Unconventional Wisdom on Retirement Preparedness
Smartphone Usage Up Among Retirement Plan Participants
The Required Minimum Distribution Rules Do Not Work Well with Longevity Annuities
Three Things to Check on a Beneficiary Form -- Besides the Beneficiaries
Women, Low Earners Are Least Likely to Receive Full Retirement Savings Match from Employers (PDF)
How Well Does Your Retirement Budget Process Handle Your Specific Situation and Objectives?
Pogo Stick Retirement Planning for the Younger Generations
How Does Goal-Oriented Targeting Work?
[Opinion] Thoughts on a Nobel Laureate's Proposal to Change How 401(k) Plans Operate
A Retirement Annuity Strategy That Offers Peace of Mind
From Red Hot Chili Peppers to Rush to the Rolling Stones: Three Generations Prepare for the Future (PDF)
Think Twice Before Using Dynamic Systematic Withdrawal Strategies
Healthy, Wealthy, and Wise: Retirement Planning Predicts Employee Health Improvements
Your Ideal Retirement Number Is Zero
Ten Incredibly Easy Things a 401(k) Fiduciary Can Do to Increase Deferral Rates
What Is the Ideal Deferral Rate a 401(k) Fiduciary Should Ask Employees to Work Towards?
Financial Education for Today's Workforce: 2014 Survey Results (PDF)
Gens X and Y Educators Need Education About Retirement
Delayed Retirement Reduces Health Care Costs
Should You Split a Roth Conversion Into Multiple Accounts to Isolate Investments for Strategic Recharacterization?
Annuity Ownership Boosts Retirement Confidence
The Digital Frontier: A Crucial Element in Engaging Participants
Millennial Survey Results: Pick Up Your Savings Pace
Go It Alone in Investing for Your Retirement? Get Slammed Twice
Day Trading Your 401(k)? Six Reasons to Stop Now
Millennials: Making Room for Retirement Savings
Work in Retirement: Myths and Motivations (PDF)
What to Do With 'Orphaned' 401(k)s

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