retirement
November 26, 2018 | by Charitable Advisors | Sponsor Insight
Best channels to help employees understand their retirement picture By Melissa Musial, marketing research and data manager, OneAmerica As a nationally known record-keeper interested in aiding employers with their employee-retirement-plan objectives, the question of whether retirement plan participants have ample education on financial fundamentals ─ and whether increased education on these topics is needed […]
Tags: OneAmerica survey, personal readiness, retirement
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March 19, 2018 | by Charitable Advisors | Sponsor Insight
By Kevin Kidwell, vice president, national tax-exempt sales, OneAmerica If your organization has a 403(b) retirement plan, then you may have already received — or should be receiving — a notice from your plan provider regarding a new Internal Revenue Service (IRS) document requirement. For the first time, the IRS has pre-approved prototype plan documents […]
Tags: 403 (b), IRS requirements, retirement
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February 15, 2016 | by Charitable Advisors | Feature, Finance, Leadership
By Walter Frick, senior associate editor, Harvard Business Review | In October 2000, Jack Welch announced the biggest deal of his 20-year tenure as head of GE: a $45 billion merger with Honeywell. Shortly thereafter he was forced to retire, due to GE’s mandatory retirement policy for CEOs turning 65. More than a third of […]
Tags: retirement, succession planning
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