Retirees Say Income Replacement Needed Not As High As Pre-Retirees Think
Half of retirees say they spend less in retirement than they did in their working years.
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Retirement Industry People Moves
FIA Hires Consultant and Research Analyst Focusing on DC Plans; Ascensus Acquires Firms That Service ESOPs; CalSTRS Employs New Deputy CIO; and more.
PBGC Asks to Obtain Withdrawal Liability Information from Multiemployer Plans
The agency says it needs the information to estimate its multiemployer program liabilities for purposes of its financial statements.
K-12 403(b) Plan Sponsors Have New Fiduciary Duties Under Conn. Law
Connecticut decided to pass the law after Connecticut teachers regretted investing in certain products without being informed of fees and other charges.
Prospect Chartercare Faces Lawsuit Over DB Plan Funding
The complaint alleges that at a certain point, the plan lost its church plan status as defined by ERISA and was required to adhere to ERISA funding rules.
Plan Sponsors and Participants Must Confront Sequence Risk
Target-date funds and defined contribution plans hold more assets now than ever before—putting pressure on plan sponsors to understand all the types of risk that can derail participants’...
5th Circuit Officially Mandates Decision to Vacate DOL Fiduciary Rule
Industry stakeholders immediately offered their thoughts on the complex regulatory saga that has surrounded the now-defeated DOL fiduciary rule; depending on their position in the industry and their...
PSNC 2018: The Flavors of Reenrollment
Results outweigh the retirement plan sponsor costs.
Retirement Plan Document Basics
A retirement plan consultant and an ERISA attorney offer tips for setting up, maintaining and following retirement plan documents.
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BidMoni Launches FiduciaryShield to Manage RFPs
Under the platform, plan sponsors no longer have to contact each potential provider and request separate proposals.
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ClearPoint Financial Creates ESG Target-Date Portfolio
Seventy percent of employers use target-date funds (TDFs) as the default investment option for their retirement plans, yet ESG versions of these portfolios are virtually nonexistent, according to...
Retirees Find Creating a Drawdown Strategy Is Complex
"Having a plan in place to manage their finances can help retirees feel confident about spending their assets and address the fears that may be holding them back,”...
PSNC 2018: Making Sense of Big Data
Retirement plan sponsors have access to a plethora of data that can help them in making plan design and participant education decisions.
PSNC 2018: Fee Considerations
Fee-levelization and zero revenue sharing are the newest trends for retirement plan fees.
DOL Finalizes Regulations to Extend Small Business Access to Health Plans
However, the Trump administration has already been threatened with a lawsuit over the regulation.
PSNC 2018: Investment Lineup Construction and Design
There are a number of investment vehicles to consider when drafting a plan menu that best suits the plan's participants.
PSNC 2018: Developments in Participant Advice
From the recent fiduciary rule hold to modern, advanced technology, panelists examine how participant advice has widely grown in the past years.
DC Plan Participants Largely Stuck With Investments in May
Outflows were primarily from target-date (35%), emerging markets (27%) and company stock (27%) funds, the Alight Solutions 401(k) Index shows.
401(k) Participants Tend to Hold Lower Cost Mutual Funds
The expense ratios 401(k) plan participants incur for investing in mutual funds have declined substantially since 2000, Investment Company Institute data shows.
PSNC 2018: Pension Risk Transfer Options
DB plan sponsors want to keep control of their plans as they de-risk.