403(b) Plan Fiduciaries Ordered to Restore Assets to Plan
A mental health services provider, with its tax-exempt status revoked, was sued by the DOL for failing to remit employee contributions to the retirement plan and a health...
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Better Retirement Income Strategies Start With Deeper Insight
To build a more effective set of solutions for the spending down of retirement plan assets, plan sponsors must first come to understand what their participants are doing...
Private Equity Could Boost DC Plan Participant Returns
Research finds including private equity in balanced and target-date funds offers return and diversification benefits.
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Investment Product and Service Launches
Pacific Global adds ETFs to complement flagship fund, and Federated Investors Reorganizes Investments of PNC Capital Advisors.
Possibility of Open MEPs Comes With Questions
Open MEPs are likely to come in many "models," so questions about pricing and fiduciary responsibility remain, MassMutual says.
Union Pension Funding Crisis Solution Proposed By Senate Republicans
The Republican proposal includes a new option to partition plans, new actuarial and accounting requirements, and a new PBGC premium structure.
Could Auto-Enrollment Be a Boost for Government DC Plan Participants?
Aside from the lack of use of auto-enrollment, NAGDCA’s current benchmarking survey found some similarities between government DC plans and their private-sector counterparts.
Consider Demographic Differences When Planning Financial Wellness Initiatives
Like the general population, financial literacy varies across demographic groups within the African-American population, TIAA Institute finds.
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Long-Term Care Insurance Can Improve Retirement Readiness
At least half of Northwestern Mutual's clients plan to cover long-term care expenses out of their retirement savings, Keith Moeller says.
LDI the Key to DB Plan Funded Status Gains
About three-quarters of plans surveyed by NEPC with a funded status of 90% or higher have utilized liability-driven investing (LDI).
What DB Plans Can Learn From Insurance Companies
Insurance companies take on pension risk, so why wouldn’t DB plan sponsors take lessons from insurer’s investment strategies?
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Westwood Looks to Disrupt Active Management with More ‘Sensible Fees’
The Sensible Fees pricing model is different from paying a fixed fee when the outcome is uncertain.
Information Copies of 2019 Form 5500 Published by DOL
Among other notable changes, the Form 5500’s Line 23 has been revised to eliminate mortality table options that are not available after 2018.
Participants Say Sutherland’s 401(k) Fees Aren’t Reasonable
Among other issues, the plaintiffs allege the defendants “failed to properly minimize the reasonable fees and expenses of the plan.”
The Evolving Nature of TDFs
Since their introduction, TDFs usage has grown to dominate the retirement plan investment landscape, and innovation will continue this growth.
Benefits |
Equity Compensation Plays a Role in Employee Retirement Strategies
If employees are offered an equity compensation plan and able to participate, it's a way for them to have a mix of taxed and tax-deferred savings.
Pension Risk Transfer Appetite Is Unabated
They are trying other strategies, but DB plan sponsors are concluding that they and their employees would be better served by shifting risks to life insurers.
Retirement Industry People Moves
Gallagher promotes consultant to retirement plan leader; Hall Benefits Law adds ERISA attorney to compliance counsel; and Prudential Retirement announces new customer solutions head.
Mediation May Resolve SunTrust Bank ERISA Challenge
The parties have requested that the district court stay all proceedings and deadlines pending the outcome of a mutually agreed upon mediation process.
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Year-End Planning Help Offered for NQDC and Executive Comp Plan Participants
myStockOptions.com has updated its Year-End Planning section for what's different after tax reform.