Tag: Defined Contribution (DC)

In two completed projects, the IRS found some 403(b) plans are making W-2 reporting errors, and some retirement plans were...

Plan sponsors cited several challenges to implementing retirement income solutions including a lack of one-size-fits-all choices, and the complexities of...

The rules may add retirement plan related costs to employers, and could help or hurt nondiscrimination testing.

They fail to provide the investment managers with the requisite information to take advantage of these customized portfolio services.

One-third of financial advisers who counsel DC plans already plan to make changes to mutual funds used in their clients’...

The increased visibility and flexibility of gig work in everyday life has brought contingent workers into the spotlight, along with...

Employees will be defaulted at 3% of salary into “a personal retirement plan, with the option to opt out or...

A new fiduciary toolkit from PCS aims at simplifying critical DOL compliance processes. 

However, only 37% of survey respondents have used mobile apps to access their investment accounts, which indicates, PNC says, that...

However, when trading did occur, DC participants favored fixed income.

An NEPC survey finds 82% of DC plans have re-contracted their recordkeeping fees since 2013.

The firm reflects on how advances of the PPA can be further strengthened.

Instead of establishing an individual retirement account at a financial institution for each missing participant account, more plans would have...

Most government DC plans (85%) use target-date funds, and 69% offer financial wellness services.

However, they are waiting on safe harbor guidance from the DOL before offering annuities in plans.

A study conducted by Sibson Consulting reports the most recent retirement plan trends in public and private higher education institutions.

“The recordkeeper for our Employee Retirement Income Security Act (ERISA) 403(b) plan recommended that we switch to a tiered approach...