Administration

There have been a rash of third-party administrator (TPA) acquisitions recently, and TPAs are offering new services.

The state is trying a pension risk transfer option commonly used by corporate plan sponsors.

Asset management firms estimate pension funding ratios declined slightly in August, but most say they are up for the year.

The most common preparatory steps taken include an evaluation of the financial impact of a pension risk transfer; discussions with stakeholders; data review/cleanup; and, exploration of the PRT...

The lack of understanding of Roth contributions, should Congress move to limit pre-tax savings, will cause significant confusion and potentially a significant drop in savings, a new analysis...

Immediate eligibility and no entry age requirement would help Generation Z benefit from the time value of money.

If the target-date fund (TDF) is the most important feature of a given retirement plan, shouldn’t the choice of TDF set the stage for the recordkeeper search?

Even the plan sponsors that have not implemented a pension risk transfer say costs from changing mortality assumptions and rising PBGC premiums would make them more likely to...

Large employers also tend to include more features in their retirement plans, a Transamerica study of employers finds.

Forty percent of CIEBA members said it would be very or extremely difficult to explain the Rothification of 401(k) plans to participants.

This time of year is a peak time for hardship withdrawal requests, providers say, and call center staff and provider websites can help educate participants about implications and...

Providers that track pension funding status note that interest rates could affect funding levels for the rest of this year.

Best-in-class plan design in addition to financial wellness programs can get retirement plan participants to maximize their savings opportunity.

Educating retirement plan participants about the consequences of taking loans from their account balance, as well as a few plan design changes, can limit the amount of loans...

A study by the CRR finds that state and local pension funding is expected to improve in 2017 due to strong market returns, but a new approach to...

Most companies used a single weighted average discount rate to measure the interest cost and service cost components of benefit cost, but PwC found, beginning in 2015, many...

State Treasurer Nancy K. Kopp says, “Recognizing that both the inflation experience and expectations for future inflation remain lower than the rate currently assumed, the Board felt it...

Just because a plan is frozen, doesn’t mean fees will go away altogether.

More advisers are offering services pertaining to financial wellness and HSAs.