The Bottom Line
The Bottom Line
Best Practices for the IPS
Investment policy statements should reflect DC plan realities
Sponsors need to know the required minimum distribution rules
The Middle Ground
Factor investing blends active and passive management styles
Research is increasingly examining whether success in saving for retirement can be improved by properly envisioning one’s retirement life
Issue Intro |
We’re always interested to know what you have found to be the most helpful takeaways from the issue
TDF Analysis |
Strategic Insight’s quarterly target-date fund analysis
Plan Analysis |
Highlights of BrightScope’s proprietary research
Compliance Update |
Summaries of the latest news from Washington and the courts—what’s coming, what’s contemplated and what’s critical for plan sponsors to...
Among Millennials, women are making less income and saving less for retirement, Wells Fargo Asset Management finds.
The CRR explores various ways investment returns and Social Security could be affected by an aging population.
Parents are especially at risk when they maintain a heightened level of spending after children leave the nest, the CRR finds.
Among the eight states studied that offer employees such a choice, the take-up rate of DB plans was 80% or higher in six of those states.
A survey reveals issues employees have with open enrollment season.
While roughly 70% of investors use TDFs, about half of them have another investment in their 401(k) portfolio.
A new study suggests that without a universal supplement to Social Security, many of the 24 million workers ages 55...
J.P. Morgan researchers offer an advanced look at a case study analysis suggesting a new approach to conducting adviser-supported recordkeeping RFPs.
Of those who do seek retirement investments advice, financial advisers are the most utilized source, according to a survey by Betterment.
Who Do You Believe Has the Most Responsibility in Ensuring People Have a Secure Retirement? Individuals Employers Government Millennials Generation X Boomers Seven out of 10 Millennials (69%)...
403(b) Q&A |
Defaulted loans; SCOTUS on church plans; non-eligible investments
ERISA Examination |
Two main ways to get fiduciary advice
Saxon Angle |
Lawsuits overlook differences between 401(k)s and 403(b)s
Plan Profile |
A plan sponsor’s ‘Small Steps’ campaign aims for increased deferrals and savings