Advisers Can Spearhead Retirement Plan Committee Setup and Training
Plan sponsors can trust advisers to help with committee decisions and training and expect input from ERISA attorneys.
Latest News
Repositioning Financial Wellness and Retirement Benefits for 2021
Plan sponsors can take steps now to make sure their plans are ready to meet fiduciary obligations and participants’ needs in the new year.
Understanding the Types of Annuities Retirement Plans Can Use
The goals of plan sponsors and participants will help determine which option is best.
Stock Purchase Plans and 401(k)s: Not an Either/Or Proposition
A worker’s commitment to saving for retirement tends to snowball and build on itself, such that access to both a traditional 401(k) and a stock purchase plan drives...
OCIOs Help DC Plan Sponsors With Investment Lineup Best Practices
Plan sponsors using an outsourced chief investment officer have more diversified asset classes and a mix of active and passive investment options in their fund lineups, PGIM research...
Another Lawsuit Challenges Fund Manager Strategy During COVID-19 Market Crash
Allianz Global Investors is again accused of not following the promised investment strategy for its Structured Alpha Funds.
PRT Still a Useful Tool for Plan Sponsors
The effects of the COVID-19 pandemic slowed pension risk transfer activity earlier in the year, but economic factors for transactions remain favorable and Q4 could be a record...
SERPs Less Prevalent but Still Offer Value
The latest information about supplemental executive retirement plans, and insights about plan trends, can be found in the Newport/PLANSPONSOR 2020 Executive Benefit Survey report.
Helping Employees With Financial Decisions During COVID-19
When the pandemic is financially and emotionally affecting employees, they need access to sound reasoning.
Retirement Industry People Moves
TRA acquires retirement solutions firm; Northern Trust lengthens partnership with Driehaus; and FAR joins Stanford Center on Longevity corporate affiliate program.
Products |
Plan Providers Supplement Lifetime Income Projections
Concerned that lifetime income projections on participant statements may not be reliable, providers are offering more personalized online tools.
Consider Who Is Paying When Benchmarking Retirement Plan Fees
There is less risk when a plan sponsor pays retirement plan fees, but that doesn’t necessarily mean the benchmarking should be different than if participants pay.
Products |
Investment Product and Service Launches
Vanguard adds Sprucegrove to oversee value fund; Bloomberg incorporates MSCI's ESG ratings; and PFM introduces Stable Value Diverse Manager strategy.
The New York Times Co. Announces Pension Risk Transfer
With the purchase of an annuity contract, the company will transfer the payment obligation for approximately 1,850 retiree accounts to MassMutual.
Why Alternative Assets Make Sense for 401(k) Plans
Diversification via alternative investments, especially in times of market volatility and downturns, can lead to better performance,
Products |
Lockton’s First PEP Ready to Launch in January
Transamerica will be the recordkeeper for the new plan and offer specialized recordkeeping specific to each adopting employer.
Connecting Behavioral Science to Higher Savings
A social scientist explains how simpler tactics can help lead participants to better financial savings habits.
Products |
JPMorgan Chase Launches Everyday 401(k) Micro-Market Solution
One notable feature is that Everyday 401(k) allows small business owners to commence setting up a plan and enroll their employees online at the main Chase.com homepage.
Will DOL Independent Contractor Proposal Result in More Workers With Benefits?
The proposal is intended to offer processes to clearly determine a worker’s status.
The Importance of Extending Diversity to the Retirement Plan Committee
With representation being top of mind in 2020, companies are reconsidering the makeup of their workforces.