Private Higher Education 403(b) Plan Sponsors to Join MEP
The goal is to reduce fees and administrative burdens for plan sponsors while providing better services for plan participants.
Administration
Maintaining a Top Notch Call Center
In an age where technology rules, call centers are still an important tool for those wanting a more personal experience.
Retirement Program Designs of the Future: Beyond Automatic Plan Features
As retirement plan sponsors focus on increasing retirement income replacement ratios for participants and new generations enter the workforce, they need to look at enhancing their retirement programs...
PGIM DC Leader Urges Aggressive Plan Design, Sponsor Courage
Drawing insights from across the entire Prudential Financial organization, Josh Cohen, PGIM head of defined contribution, offers some sobering statistics about the performance of DC plans—as well as...
Increase in Discount Rates Tempered DB Funded Status Losses in February
Institutions that track defined benefit (DB) plans’ funded ratios measured increases or decreases in funded status as high as 1%, but noted it could have been worse if...
Wisconsin-Based Diocese Closes Pension Plan
The plan was frozen in 2007 and replaced with a 403(b) plan.
Largest DB Plans Lead in Accelerating Pension Funding
According to Justin Owens, director, Client Strategy & Research, Russell Investments, while total 2017 contributions were the single largest ever recorded, just as noteworthy was the contribution above...
Transamerica Requires TPAs for Small Plans, Reflecting Competitive Landscape
Our series of behind-the-scenes articles speaking with new and established retirement plan service providers about their biggest challenges and opportunities turns next to Transamerica—which has instituted a requirement...
Future Still Offers Incentives for Accelerating Pension Funding
DB plan sponsors were already accelerating funding to their plans before tax reform gave them a greater incentive to do so, and doing so in the future will...
Segal Group Warns DB Plan Sponsors Not to Stray From Mortality Assumptions
Although the latest report from the NCHS show life expectancy at birth declined, mortality rates for the older population continue to support projections of longer life expectancy, The...
Battling Common Retirement Plan Website Errors
A how-to on dealing with and preventing usual errors found on retirement plan websites for participants.
Monitoring the Details Behind Retirement Plan Websites
Retirement plan sponsors need to make sure their participant websites are correct and relevant.
Morningstar Paper Lays Out Method to Determine the Best QDIA
“The world is moving toward big data, and thus far as an industry we haven’t been able to use big data in a meaningful way. We are now...
DB Plans Have a Great Start in 2018
While January was a great month for defined benefit (DB) plan funded status, recent market volatility underscores how important risk management is, says Matt McDaniel, with Mercer.
How to Help Different Generations With Retirement Savings Challenges
Employees of different generations have different needs when it comes to planning and saving for retirement.
Concerns and Priorities Competing for Plan Sponsors’ Time and Effort
Having trouble managing concerns dictated by rules and regulations, while also addressing priorities for your retirement plan? That’s where providers come in.
Tax Reform Makes Pension Pre-Funding More Compelling
Mercer offers its list of key priorities for defined benefit (DB) plan sponsors for 2018.
Mercer Suggests Areas of Focus for Not-for-Profit Health Care Systems
Improved governance with 403(b) plans has an added advantage, Mercer points out, as it also benefits plan participants in the form of improved performance and lower fees, thus...
Financial Confidence Reaches Record High
In the fourth quarter of 2017, AICPA’s Personal Financial Satisfaction Index reached a record high in the 24 years the trade group has been conducting this survey, due...
Public Pensions Produced Solid Returns in 2017
Yet they also adopted more conservative investment assumptions, according to the National Conference on Public Employee Retirement Systems.