Retirement Trends

Experts are at odds of exactly when but only a quarter expect a recession in March, a third say in the second quarter of the year, while 20% say the third quarter, according to professional economic forecasters.

Plan sponsors and employers could be providing guidance about making good Medicare plan choices to near- retirees, perhaps offering HSAs for supplemental retirement income, a new survey suggests.

Rather than simply emphasizing the accumulation of assets, this new research-driven approach first determines whether an investor prefers safety-first or keeping their options open, according to new research.

During open enrollment, most enrollees (72%) spend less than an hour on their health plan, with HDHP enrollees spending more time than traditional plan enrollees, says a new survey.

Even in inflationary times, the strategy employers – and the benefit plan professionals supporting them – often deploy is raising employee awareness of how the company is providing a match, but ongoing financial education is needed.

These six provisions highlight how 401(k) plans will be increasingly serving additional holistic purposes, such as emergency savings, student loan matches and penalty-free withdrawals for domestic abuse victims.