Data and Research | August 5th, 2021 Gen Z Workers Get a Jumpstart on Savings At the median, Generation Z workers started saving for retirement at age 19—significantly earlier than Millennials, who started saving on...
Products | August 5th, 2021 OneDigital and Ascensus Partner on Small-Market DC Plan Solution OneDigital Complete Retirement Solution is meant to bring institutional-quality services to plan participants working at small businesses.
Products | June 30th, 2021 DCIIA Publishes Resource for Incorporating ESG Investments in DC Plans The paper aims to provide plan sponsors with tactical steps consistent with their fiduciary obligations.
Investing | June 8th, 2021 Essential Considerations for DC Plan Investment Lineups The purpose of a retirement plan and the demographics of its participants will help plan sponsors decide what types of...
Data and Research | May 13th, 2021 Repeat Record Balances Highlight Need to Improve Coverage Participant balances in employer-sponsored retirement plans have never been higher, yet millions of Americans lack access to tax-advantaged savings opportunities...
Data and Research | March 18th, 2021 Retirement Accounts Post Record During a Pandemic and Recession Employer-sponsored retirement plans and individual accounts hold some $35 trillion in total assets at a time when the broader economy—and...
Investing | March 10th, 2021 DC Plan Sponsors Should Get Comfortable With Market Volatility There will always be unpredictable times, and just as participants are told to take a long-term view, so should plan...
Products | March 1st, 2021 DCALTA Issues Framework for Valuation of Private Equity Assets in DC Plans The firm says its framework bridges the DOL’s regulatory guidance and successful implementation of alternative assets in 401(k) plans.
Ask the Experts | February 9th, 2021 What If a Participant Received a CRD After December 31? Experts from Groom Law Group and Cammack Retirement Group answer questions concerning retirement plan administration and regulations.
Investing | February 8th, 2021 Real Estate Investments Can Make a Difference in Retirement Savings Accumulation J.P. Morgan Asset Management says participants with a 10% exposure to real estate can expect a 10% greater ending balance...
Data and Research | February 4th, 2021 Plan Sponsors Want Continuing Relationship With Retirees However, few say they have a way to interact with them.
Products | January 21st, 2021 Investment Products and Service Launches Vanguard announces plans to launch ultra-short bond ETF and Annexus Retirement Solutions releases Lifetime Income Builder.
Investing | January 14th, 2021 Deciding Whether an Annuity Is Right for Your Plan Participants Plan sponsors should look at participant needs to determine whether annuities would be a fit for their plan and, if...
Administration | December 31st, 2020 Reducing DC Plan Costs During Financially Challenging Times There are several options for changing benefits and shifting costs, and proper communications can help avoid participant backlash.
Data and Research | December 4th, 2020 Mercer Re-evaluates Retirement Practices for 2021 More employers are emphasizing employee needs as they look to the new year, Mercer says.
Administration | October 27th, 2020 Retirement Planning Needs of Private- and Public-Sector Employees More Similar Than Different Yes, public employees are more likely to have pensions, but some do not get Social Security, and health care costs...
Data and Research | October 19th, 2020 OCIOs Help DC Plan Sponsors With Investment Lineup Best Practices Plan sponsors using an outsourced chief investment officer have more diversified asset classes and a mix of active and passive...
Data and Research | September 2nd, 2020 2020 PLANSPONSOR Defined Contribution Survey Open Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest...
Compliance | August 28th, 2020 Analysis of Biden’s Retirement Savings Tax Credit Concept Retirement industry experts say more should indeed be done to help lower-income workers save for the long-term future, but disagreement...
Benefits | August 13th, 2020 Are Employer-Sponsored DC Plans the Best Retirement Savings Vehicles? The coronavirus pandemic and other factors have called into question the value of DC plans, but experts say they’re still...