Administration

Communicating with defined contribution retirement plan participants when certain life events occur can help them with retirement readiness.

 

Plan sponsors that work with an adviser get more information, more service, more everything, a survey says. .

Inertia is a term usually reserved for retirement plan participant behavior, but plan sponsors can also drag their heels.

Many of the problems facing the U.S. retirement system today are far from local phenomenon, says Fredrik Axsater of State Street Global Advisors.

Analyses from three investment managers shows small decreases in corporate pension plans’ funding status.

There are several factors to consider when deciding whether and how to implement automatic enrollment before making it a done deal.

Technological advances in data collection, engagement make the strategy more viable as the default strategy for 401(k)s, experts say.

The plan did not get a good reaction from the governor.

Trends show more small and medium-sized companies are seeking pension buy-outs, LIMRA says.

Though not without their struggles, education and retirement system initiatives in other countries can be examples for the U.S.

There are benefits of converting pre-tax retirement plan accounts to a Roth account, but plan participants, and perhaps even sponsors, don’t understand them.

Institutional investors of all types found relief from market headwinds.

U.S. defined benefit plans saw an improvement in funded status in October.

Funding levels of S&P 500 pensions reversed course after three straight months of declines. 

The aggregate funded ratio for U.S. corporate pension plans rose by more than 3%.

Generation Y expects to work until they die, “so why bother saving in a retirement plan.”

The project resulted in more than 18,000 ineligible dependents being removed from employer-sponsored health care.

Aon Hewitt finds DC plan sponsors are beefing up plan features to improve participant outcomes.

Academic scholar and adviser to the Georgetown Center for Retirement Initiatives shares his ideas for creating state-supported “individual DBs” to bring workplace retirement benefits to more private-sector workers.

A recent court decision put fear in DC plan sponsors about offering company stock in the plan lineup, but it can still be a prudent investment if they...