Administration

The updated improvement scale suggests U.S. mortality continues to improve, but at a slower average rate of improvement than previous years, which may decrease pension plan obligations slightly.

In addition, a study finds Millennials are the generation most likely to interact with their providers exclusively via a mobile app rather than through a website alone.

If a financial wellness program isn’t producing results, try getting personal.

The rules may add retirement plan related costs to employers, and could help or hurt nondiscrimination testing.

Even those already in retirement worry about health care and running out of money, indicating plan sponsors can introduce participants to health savings and lifetime income options, a...

A lot of parties are involved in even a modestly sized pension risk transfer deal; aligning their interests, timelines and incentives for success is no small task.

However, the funded status improvement was modest.

A plan sponsor finds that new options for micro plans offer more to participants and plan sponsors.

The company is offering a lump-sum window to terminated, vested employees and moving some pension obligations to an insurer.

A philosophy can help plan fiduciaries focus on the “why” when making retirement plan decisions and not just the “how,” enhancing their fiduciary process.

An analysis by October Three found that for the year, a pension with a more moderate allocation was down more than one with a more conservative allocation.

Exclusive to PLANSPONSOR: The clarified terms should make it easier to employ—and understand—‘auto’ plan features.

SEI contends most companies can handle maintaining a DB plan for less than the cost of offloading it, but there are individual factors to consider.

Wilshire Consulting’s 2016 report is based on the most recent financial and actuarial reports of 109 retirement systems.

Executives from MassMutual and Voya Financial discussed trends driving the retirement plan industry.

Analyses by Mercer, Wilshire and LGIMA varied on whether DB funded status increased, decreased or remained the same in August.

A virtual retirement tour helped get more employees enrolled in their 457 plan and employees more engaged in their retirement savings.

Retirement plan sponsors can help by including spouses and partners in educational events.

The trend of public-sector retirement systems reducing investment return assumptions has been going on since 2008.

Advisers are working with more plans today than they ever have—completing more services for more diverse types of clients than was the case prior to the full implementation...