Reversing the Order of the Typical Recordkeeper Search
If the target-date fund (TDF) is the most important feature of a given retirement plan, shouldn’t the choice of TDF set the stage for the recordkeeper search?
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Who’s Working for You?: The SPARK Institute
In a series of articles, PLANSPONSOR is focusing on industry groups that work for retirement and health plan sponsors to protect them from onerous burdens and help them...
Consider Corporate Financials When Making DB Funding Decisions
DB plan sponsors making additional cash contributions to fund their plans should consider locking in those funding gains to reduce the amount of operating cash they allocate to...
‘Rothification’ of DC Plans Could Harm Participants
Tax-reform may target the incentives to save in DC plans.
After Seven Years of Declining, DC Fees Remain Flat
The median recordkeeper, trust and custody fee per participant is $59.
EEOC Wellness Program Rule Lawsuit Decided in Favor of AARP
The district court had previously ruled against the plaintiffs’ motion for a preliminary injunction, finding AARP did not prove irreparable harm to its members was likely; yet in...
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Investment Products and Service Launches
Vanguard Establishes Total Corporate Bond ETF and Capstone Financial Launches New Crossmark Global Investments Brand.
Public Pension Plan Funded Status Slowly Improves
As of the end of the second quarter of 2017, four more of the 100 biggest public pension plans crossed the 90% funded status mark.
Thirty-Eight Percent of Workers Do Not Participate in Their Retirement Plan
Over the past year, 18% reduced their savings.
Should Retirement Investors Shun Equity?
A new analysis makes the surprising claim that most common stocks over the long-term fail to outperform one-month Treasury bills—but the real lesson is about diversification, not dumping...
Health Care Cost Inflation Remains Major Retiree Challenge
The 2017 estimate of $270,000 in anticipated health care expenses for a retiring couple is 6% greater than last year’s figure and represents a 70% increase since Fidelity’s...
DOL Fiduciary Rule Seems To Impact Annuity Sales
Overall annuity sales for the second quarter of 2017 dropped 10% compared to the same period last year, but fee-based variable annuities saw a slight uptick.
Given a Choice, Public Sector Employees Choose DB Over DC
Among the eight states studied that offer employees such a choice, the take-up rate of DB plans was 80% or higher in six of those states.
ERISA Challenge Targets Minnesota Hospital System
The latest retirement industry class action challenge, filed in the U.S. District Court for the District of Minnesota, names as defendants the Allina Health System and a sizable...
Passively Managed Funds Trounce Actively Managed Funds
Morningstar reports that among active U.S. stock funds, the worst performers were small blend funds, of which only 32% beat their benchmarks in the past year.
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Report Addresses Common BICE Questions
A new report answers some common questions plan sponsors may have about the BICE rule.
IRS Issues Amendments for Bifurcated DB Distribution
The amendment suggests language a defined benefit sponsor might want to use.
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Alegeus Looks to Enhance CDH Benefit Adoption
Considering a lack of awareness around health benefits options, Alegeus is looking to enhance employee engagement programs for employers.