Investors, plan sponsors and advisers will be able to search for collective investment trust (CIT) data on the Nasdaq Fund Network (NFN) using new tickers.
An analysis found monitoring DC plan investment menus and making necessary changes results in better performance, and researchers have followed up with four pitfalls to avoid when making investment changes.
Two analyses found the proposed tax in Senate bill S. 1587 would require investors to work two to two-and-a-half years longer before retiring in order to reach the same retirement savings goals achievable without the tax.
PLANSPONSOR NewsDash readers share what financial topics they need more education about.
INSIDE THE MAGAZINE PLANSPONSOR June-July 2019
Struggling with debt and budgeting, Gen Xers are in their prime earning years, they are getting close to retirement and they are taking care of both their children and their parents.
The audit allows retirement plan recordkeepers to pinpoint and fix shortcomings within their plan-sponsor-facing digital user experience, according to Corporate Insight.
When equity markets become volatile, retirement plan trading activity spikes towards fixed-income.
The mailing address for Employee Plans (EP) submissions for determination letters, letter rulings, individual retirement arrangement (IRA) opinion letters, and others has changed.
They have filed a joint motion to stay all trial dates, but have not yet prepared details of the settlement agreement.
A focus on managing chronic conditions, and education to improve health care utilization can help employers manage cost increases.
NASRA says since 2009, more than 35 states increased required employee contribution rates, and more states maintain plans in which the employee contribution rate may change, depending on the pension plan’s actuarial condition or other factors.
There has actually been relatively little helpful legal insight published by the courts, due to the fact that many ERISA cases end with settlements, while others are dismissed early on for pleading deficiencies.
Employers need to focus on getting employees into the right plans for them and maximizing the use of their benefits.