Sponsors Can Benefit From Their Own Analysis of Portability
The portability of lifetime income products has increased tremendously in recent years, leaving plan sponsors with a lot of outdated...
Tag: Defined Contribution (DC)
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Folio/KTRADE Partner to Offer Enhanced Plan Design
The partnership will give DC plan sponsors and their advisers a better way to avoid conflicts of interest, manage plan...
DB Plan Assets Down Slightly in 2015, DC Plan Assets Up
Retirement accounts held the bulk of target-date mutual fund assets as of the end of 2015.
Education Changes Are Likely With Stronger Fiduciary Rule
The “education carve-out” is considered by retirement plan providers to be one of the most high-stakes elements of the fiduciary...
Retirement Confidence Continues Rising
Access to a retirement plan helps boost individuals' confidence in their ability to retire, according to EBRI’s latest data.
(b)lines Ask the Experts – What Is a Prohibited Transaction?
“I work in the benefits office of a large museum. Our recordkeeper mentions on a fairly frequent basis that they...
2015 Lightest Trading Year on Record for DC Plans
Aon Hewitt attributes this, in part, to the prevalence of target-date funds in DC plans.
Most Gen Xers Dismal on Retirement Hopes
According to an IRI study, about three-quarters of Generation X doubt they will have enough money to support themselves throughout...
When Selecting TDFs, Sponsors Overlook Allocation
They are too focused on short-term performance and fees, MFS finds.
Reenrollment Gets Participants’ Portfolios on Track
It also can result in much lower investment costs for participants, a Vanguard case study shows.
Opinions |
Barry’s Pickings Online: Retirement Savings Tax Policy
How will Presidential candidate proposals affect the DC plan tax deal?
Overconfidence Drives TDF Misuse
Participants may need even more education surrounding target-date funds and account choices to avoid misusing the investment, says a new...
Stretching the Match a Motivation to Save More
Research finds many retirement plan participants use the match as a guide for how much to save in their plans.
DC Participant Withdrawal Activity Down in 2015
Only 2.9% of DC plan participants took withdrawals in the first three quarters of 2015, compared with 3.1% during the...
Analysis Shows a Shift in Fortune 500 Retirement Offerings
From 1998 to 2015, the percentage of Fortune 500 employers offering a traditional, final salary DB plan to most newly...
Trustees Ordered to Restore Misused Funds to Profit Sharing Plan
A DOL investigation found two officers of Alliance Home Healthcare transferred and distributed more than $1.6 million from the company’s...
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Ameritas Launches Net Asset Value Retirement Plan Platform
The retirement plans division of Ameritas Life Insurance Corp. announced the launch of Ameritas GPS, a “fully transparent mutual-fund based...
(b)lines Ask the Experts – Moving to Limit Loans
“Our plan currently allows for unlimited loans from a participant’s entire...
Retirement Industry People Moves
New hires at OneAmerica, T. Rowe Price, JP Morgan Asset Management and Lincoln Financial Group.
SEI Says It's Time for a DC Overhaul
More than half of plan sponsors agree that the original purpose and current use of DC plans do not match...