Retirement Industry People Moves
TIAA announces new president and CEO; MassMutual hires benefits managing director; senior DC strategist joins PGIM; and more.
Latest News
Plan Sponsor Roundtable: Retirement Income Is the Outcome
Plan provisions and advice tools can help participants turn their savings into reliable retirement income.
EBSA Disaster Relief Notice Highlights Pandemic’s Lasting Impact
This latest regulatory development is just another piece of evidence underscoring how extraordinary the last 12 months have been.
Plan Sponsor Roundtable: DC Plan Investment Menus
Plan sponsors discussed the investment options they chose for their plans and how they determined which were best.
On the Minds of Plan Sponsors
Attendees of PLANSPONSOR’s most recent virtual conference heard about how the impacts of COVID-19 call for a new, more robust approach to financial and retirement benefits.
Products |
Investment Product and Service Launches
Lockton and Morningstar team up to offer adviser managed accounts and firms launch TDFs with guaranteed income.
A Checklist for Retirement Plan Committees
Experts discuss what main facets of a retirement plan that a committee should cover in its quarterly meetings.
American Red Cross Faces ERISA Lawsuit
Plaintiffs say the failure to issue an effective RFP for recordkeeping and a rebranding process for investments led to additional costs for participants.
Benefits |
How Companies Successfully Ran Virtual Open Enrollment in 2020
Many are continuing the practice in 2021 and continuing to use different types of communications to reach employees.
Benefits |
Understanding Employee Health Data Can Help Decrease Costs
Data can inform plan sponsors about what benefits to offer as well as how to steer employee use of benefits.
Settlement Details Published in Norton Healthcare ERISA Suit
The settlement comes with a $5.75 million price tag to be split between the plan sponsor defendant and its financial adviser, along with other nonmonetary stipulations to be...
Products |
Voya Adds Emergency Savings Solution to Financial Wellness Support Offerings
The platform is said to provide out-of-plan emergency savings support alongside the retirement plan and other workplace savings accounts.
Higher Ed Institutions Facing Increased Turnover Due to Burnout During Pandemic
Plan sponsors can use benefit offerings to decrease their staff’s constant struggle with work/life balance and offer transition help to those who insist on retiring.
Pandemic Prompts Many to Take More Notice of Retirement Plan
Providers saw an increase in the use of digital tools, prompting some plan participants to save more.
Products |
DCALTA Issues Framework for Valuation of Private Equity Assets in DC Plans
The firm says its framework bridges the DOL’s regulatory guidance and successful implementation of alternative assets in 401(k) plans.
How to Effectively Measure Retirement Plan Success
It’s important for plan sponsors to define plan goals and what they are going to measure, and the defined metrics should be things they can influence.
Retirement Industry People Moves
Private equity firms acquire Wells Fargo Asset Management, while T. Rowe Price Retirement Plan Services makes key hires.
Self-Dealing ERISA Suit Targets Principal Insurance Co.
The lawsuit suggests the defendants chose and maintained Principal investment products and plan administration services because Principal, its subsidiaries and its officers benefited financially from the fees.
CARES Act Considerations: CRDs, RMDs, Taxes and More
Between retirement reforms first created by the SECURE Act and then updated by the CARES Act, there is a lot of confusion about required minimum distribution deadlines and...
Products |
Investment Product and Service Launches
MSCI to launch investment solutions with Microsoft, and Xtrackers by DWS launches ESG ETFs.