News Archives | Page 331 of 2648

Data and Research | August 24th, 2018

A Combination of Changes Can Improve an Individual’s Retirement Outlook

For both the general public and mass-affluent households, saving more, choosing to invest one’s savings, delaying retirement and lowering standard-of-living expectations have a far greater effect on one’s...

Compliance | August 24th, 2018

Will Strong Support for RESA Remain After Mid-Terms?

Although Senator Orrin Hatch, champion of the Retirement Enhancement and Savings Act, is retiring in January, there is still much hope that many of his retirement plan proposals...

Data and Research | August 24th, 2018

Cash Balance Plans Particularly Appealing to Small Businesses

Kravitz research found that 92% of cash balance plans are in firms with fewer than 100 employees.

Investing | August 23rd, 2018

Important Information Regarding Interest Rates’ Effects on Fixed Income Vehicles

An Insights article from Cammack Retirement notes how different fixed income vehicles perform under a rising interest rate environment and suggests DC plan sponsors offer a diverse menu...

Products | August 23rd, 2018

Alight Announces Solutions Aimed to Reduce Employee Health Care Costs

The new solutions help employees find highly rated and cost-effective providers, guide them to the right programs and help them find lower cost prescriptions, which can reduce cost...

Data and Research | August 23rd, 2018

Missing Retirement Plan Participants Fare Better Than Those Who Cash Out

Despite intense DOL activity surrounding missing retirement plan participants, at least those participants’ retirement savings are preserved, say executives at Retirement Clearinghouse. And, focusing on a solution to...

Products | August 23rd, 2018

Vanguard Offers Commission-Free ETFs

The launch will allow Vanguard Brokerage clients to access the vast majority of ETFs, from providers including BlackRock, Schwab, and SSGA, without incurring additional costs to purchase or...

Data and Research | August 23rd, 2018

Gen X and Gen Y Making Sacrifices to Save More for Retirement

Many Gen Xers and Gen Yers deferred 90% or more of the Internal Revenue Service (IRS) maximum allowance for contributions to their retirement accounts, according to research by...

Investing | August 22nd, 2018

Is the Risk-Matching Precision of SMAs Worth the Cost and Complexity?

Vanguard research explains how CITs and mutual funds are just as beneficial.

Data and Research | August 22nd, 2018

Young Investors May Be Too Confident About Retirement

And they generally think they will need to save half of what Baby Boomers think is needed to retire comfortably.

Data and Research | August 22nd, 2018

Americans Continue to Increase Retirement Savings

Those who did not increase their retirement savings cited stagnant income, other financial priorities, increased household expenses and an unexpected financial emergency as reasons.

Benefits | August 22nd, 2018

Employees Feel Employers Should Help Pay Student Loan Debt

IonTuition finds more than half (52%) of respondents still owe more than $15,000 in student loans, and the year-over-year data shows the number of respondents with more than...

Compliance | August 22nd, 2018

Duke University Charged in Second 403(b) Plan Lawsuit

While the first lawsuit focused on excessive recordkeeping, administrative and investment fees, the new lawsuit focuses specifically on the university’s practices with regard to revenue sharing.

Compliance | August 21st, 2018

Litigators Not the Only Ones Looking Into Retirement Plan Investments and Fees

The EBSA’s Plan Investment Conflicts (PIC) project have reviewed conflicts of interest of fiduciary service providers and investment managers of plan asset vehicles that led to conflicted decision...

Investing | August 21st, 2018

Institutional Investors Need to View ETFs Differently

Investors and broker-dealers should start treating ETFs as an asset class all their own, Kevin McPartland, with Greenwich Associates suggests.

Administration | August 21st, 2018

Why Is It Recommended to Save 15%?

Most retirement experts currently recommend saving 15% of annual income. “There is mathematical backing to what we suggest,” says Roger Young, senior financial planner at T. Rowe Price.

Data and Research | August 21st, 2018

Majority Think Financial Security Is Unattainable

Paying down debt is a higher priority for survey respondents than saving.

Data and Research | August 21st, 2018

Few Sponsors Very Confident in Workers’ Retirement Security

A survey finds many small employers do not offer employees a retirement plan, and few employers that offer retirement plans extend eligibility to part-time workers.

Compliance | August 20th, 2018

Plaintiff Again Fails to Prove Standing in Voya Stable Value Challenge

Voya successfully moved to dismiss the amended claims under Rule 12(b)(6), arguing that the claims should be dismissed because they fail to plausibly allege the firm actually took...

Compliance | August 20th, 2018

IRS Extends Date for Opinion Letters for Third Remedial Amendment Cycle

The IRS notes that Rev. Proc. 2017-41 modified the pre-approved letter program by combining the master & prototype and volume submitter programs into a new opinion letter program.

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