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Under the proposal, employer contributions to a plan would be able to qualify as QMACs or QNECs if they satisfy applicable nonforfeitability and distribution requirements at the time...

When the agency established a pre-approved plan program for 403(b)s, it allowed for a remedial amendment period to retroactively correct plan operational failures.

The agency regularly monitors single-employer DB plans for signs of potential distress.

“After April 10, advisers who are paid to make recommendations about retirement accounts, such as individual retirement accounts [IRAs] and 401(k) accounts, will be treated as fiduciaries,” DOL...

PNC hires Asset Liability Management specialist; Lincoln Financial Group hires Institutional Retirement head; Vanguard explores behavioral finance through investor research center; and more.

The lawsuit also alleges the defendants did not collect delinquent outstanding loan repayments owed to the retirement plan.

Milliman forecasts both scenarios.

The top concern plan sponsors expressed about adding a retirement income guaranteed product to the plan was fiduciary exposure, a survey from the PSCA found.

Thirteen service providers to be recognized at the annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner March 30.

In an article, the company offers sample governance and investment procedures designed to help plan sponsors get back on track toward achieving plan objectives.

First Eagle to add retirement shares to mutual funds; BCM expands smart beta solutions; Conning unveils LDI pooled fund suite; and more.

Plan sponsors are more concerned with operating their plans and avoiding potential liabilities, while plan advisers are more focused on participant outcomes, a survey suggests.

As the first wave of Generation X workers begins to catch a glimpse of retirement age, the demographic group continues to face struggles in financial planning. 

Several firms note that the year-end market rally helped reverse a downward trend for pension funding in 2016.

According to the 2016 PLANSPONSOR Defined Contribution (DC) survey, 27.2% of 403(b) plans offer in-plan income products that guarantee monthly income, compared to 7.3% of DC plans overall.

The redesigned retirement plan website is part of an overall effort to boost technological offerings in 2017.

But auto-IRAs run by governments are not favored.

Advisers and providers will help defend against fee challenges, but it is important to point out that the providers’ obligation is actually to make disclosures, not warrant that...

Retirement savings models often simplify a defined contribution plan participant’s situation, and plan sponsors need to help participants understand that the picture is more complex.

In addition, Corporate Insight found recordkeepers are offering more focus on retirement income projections and overall financial wellness.