Magazine Articles

Media reports have spun a tale implying that recent Department of Labor guidelines will squash employers' ability to motivate workers to kick unhealthy habits.

With the automated-plan concept taking hold, 401(k) participant education is emphasizing investment-related topics less, says adviser Douglas Prince, Indianapolis-based Managing Director of The Prince Group at Stifel, Nicolaus...

Are exchange-traded funds (ETFs) finally poised to charge onto the 401(k) stage with full vigor and perhaps even challenge mutual funds for supremacy as a fund option?

It is rare to get full accord on any trend line question concerning performance measurement but, asked to cite the most significant developments in this field over the...

Private equity has been one of U.S. institutions' best performing assets of the last 10 years.

Plan sponsors are just starting to talk about adding new retirement-income options to their investment lineups, says adviser Larry Deatherage, but talking is about all they are doing...

"The adviser marketplace seems to be moving very quickly away from risk-based default funds to target-date funds," says adviser Allan Chappelle, President of Chappelle Consulting Group, Inc., in...

After years of talking about the need, the defined contribution (DC) industry finally has shifted its focus from the accumu­lation phase of retirement income to the distribution phase.

Plans are adding the Roth 401(k) as a feature very aggressively, says adviser Vince Morris, Vice President of Retirement Plan Services at Kansas City-based Bukaty Companies, but not...

Particularly in a period of market volatility, plan sponsors are looking for low-risk alpha, and securities lending fits the bill to a "T."

For years, self-directed brokerage accounts (SDBAs) were almost the exclusive domain, within defined contribution plans, of highly sophisticated investors or those with large account balances who just were...

Despite intense lobbying, capital preservation funds were not approved as qualified default investment alternatives (QDIAs) for automatic enrollment plans.

Despite the regulatory and accounting changes that have taken place in the last few years, equity compensation is still a great way to reward employees, explains Bill Dillhoefer,...

Many people now think of target-date funds as the industry standard for a default investment, says Jennifer Flodin, COO at Chicago-based Plan Sponsor Advisors, LLC.

The big news in 2007 regarding total retirement outsourcing (TRO) was that there really was not any new news—but TRO continues to escalate in popularity with plan sponsors...

In 2001, Peter Pronovost set out to save hundreds of lives with a few pieces of paper.

The largest single investment for many pension plans is large-cap U.S. equities.

With the issue of final 403(b) regulations and impending implementation dates, it is a time of very significant change for 403(b) plan programs.

Alternative Investments: Generally speaking, any investment class other than stocks, bonds, or cash.

During the 1980s and 1990s, the pension world concentrated its efforts on the asset side of plans, taking advantage of the strong stock markets.