TDFs Can Be a Vehicle for Alternative InvestmentsA white paper
discusses some of the ways plan sponsors can put alternative assets into a DC
plan.Read more > |
| Your plan’s
target-date funds may be affected by changing exposures to international stocks
and bonds.Read more > |
Is the Focus on Costs Too Much?Retirement plan fee
litigation over the past decade, in addition to fee disclosure rules, has some
plan sponsors placing too much importance on cost when deciding what investment
decisions are prudent, asserted Eugene F. Maloney, executive vice president at
Federated Investors.Read more > |
Retirement Plan Deferral Limits Unchanged for 2016The $18,000 limit on annual 401(k), 403(b), and most
457 plan deferrals will stay the same in 2016.Read more > |
DOL Gives Stamp of Approval to ESG InvestingThe Department of Labor issued Interpretive
Bulletin 2015-01, a piece of guidance Labor Secretary Thomas Perez says will
significantly expand the use of environmental, social and governance (ESG)
investing principals under the Employee Retirement Income Security Act (ERISA).Read more > |
Current Focus of the DOLOne way the DOL is working on improving
retirement plan adequacy is through its initiative for including lifetime
income projections on participant statements. Borzi told conference attendees
the agency needs help.Read more > |
| For retirement plan participants who want to
lock down a guaranteed amount of income before they retire, Principal Financial
Group has introduced Principal Pension Builder, an option that allows them to
purchase a deferred income annuity while still in the plan.Read more > |
| David Levine and David
Powell with Groom Law Group, and Michael A. Webb, vice
president, Retirement Plan Services, Cammack Retirement Group, will field your questions
concerning 403(b) plans and regulations. Send them to rmoore@assetinternational.com with Subject: Ask the Experts. Answers will be
printed in future (b)lines. This feature is to provide general
information only, does not constitute legal advice, and cannot be used or
substituted for legal or tax advice. |
