Administration | January 23rd, 2018 Sibson Suggests How to Measure Employee Retirement Readiness Sibson suggests that employers consider one or more of the following three metrics: replacement ratio, wealth accumulation target and retirement...
Data and Research | January 23rd, 2018 Millennials Face Many Challenges in Preparing for Adequate Retirement However, researchers say their outcome could possibly improve, given the fact that they still have a long time horizon to...
Data and Research | January 22nd, 2018 Many DC Plan Sponsors Reduced Fees in 2017 A survey finds a drop in revenue sharing used to pay plan fees, and that half of DC plan sponsors...
Opinions | January 19th, 2018 5 Actions to Elevate Your Defined Contribution Plan in 2018 Toni Brown, senior vice president, Retirement Strategy, Capital Group, says a plan sponsor with a clearly defined objective for its...
Administration | January 2nd, 2018 Small Plans Seeking Help of Advisers Aaron Friedman, national practice leader, tax-exempt, at Principal in West Palm Beach, Florida, says “small and mid-sized plans are very...
Data and Research | December 27th, 2017 Interest in Retirement Advice Increases Wtih Age, Account Balance, Contributions TIAA also discovered that participants with web access are twice as likely to seek out advice as those without web...
Compliance | December 21st, 2017 Tax Bill Impacts Provisions of ERISA Plans The bill does not impact tax breaks for retirement savings.
Data and Research | December 21st, 2017 Many Investors Plan to Increase Retirement Plan Contributions in 2018 Forty percent plan to increase their deferral rate, up from 24% in 2016.
Compliance | December 21st, 2017 PBGC Expands Missing Participants Program Beginning in January, terminating DC plans will have the option of transferring missing participants’ benefits to PBGC instead of establishing...
Compliance | December 14th, 2017 Bill Would Require Employers To Automatically Enroll Workers All employees would have 6% of their income contributed to a workplace retirement plan and have these contributions automatically escalated...
Investing | December 11th, 2017 CIT’s Costs Attract Institutional Investors A report from Cerulli Associates states the primary reason an institutional investor seeks out a CIT is the fact that...
Compliance | December 8th, 2017 Tax Reform Could Limit Incentives for Small Business Retirement Plans The American Retirement Association says that by lowering small business income tax rates to 27% but not applying that to...
Administration | December 7th, 2017 Willis Towers Watson Makes Suggestions for Improving DC Plan Thinking The consultancy issued a white paper redefined DC plan-related terminology.
Opinions | December 6th, 2017 When Creating a 401(k) Engagement Strategy, Don’t Forget Those Outside the Plan Many current 401(k) engagement strategies ignore those employees who would like to save in a 401(k) but feel as though...
Data and Research | November 30th, 2017 Health Care Organizations Move From 403(b)s to 401(k)s Facing several uncertainties in the health care industry, organizations are looking to revamp their retirement plans to attract talent.
Products | November 28th, 2017 MassMutual Introduces Mobile App to Gauge Retirement Readiness The app is a mobile version of MassMutual’s RetireSMART Ready tool, which provides a snapshot of a saver’s retirement readiness...
Compliance | November 22nd, 2017 2017 Year-End Deadlines and Tips for Retirement Plans 2017 happens to be a light year for required plan amendments for retirement plans.
Compliance | November 21st, 2017 DOL Provides Relief for Hurricane Maria, Wildfire Victims The guidance for ERISA retirement and health plans follows relief provided by the IRS.
Compliance | November 14th, 2017 IRS Releases Covered Compensation Tables The tables are to be used for determining contributions to DB plans and permitted disparity in DC plan contributions.
Data and Research | November 9th, 2017 Church Pension Group Says Move to DC Plan Not for Benefit of Participants The group says it has considered moving from a DB plan for clergy to a DC plan and concluded that...