Dramatically Short on Financial, Retirement Goals
Most Americans are anxious about their finances and aspire to be more financially responsible, a survey finds.
Tag: Defined Contribution (DC)
New Plan Design Trends Improved Participant Allocations
Extreme equity investing in DC retirement plans has declined.
Calmer Perspectives on Tibble Fee Case
Despite enormous industry attention paid to the case, some attorneys say a pending Supreme Court decision in the Tibble vs....
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Is Auto-Portability the Next Big Thing?
Retirement Clearinghouse has a new approach to stopping plan leakage.
Three-Legged Retirement Income Stool More Wobbly
Retirement security will likely be jeopardized for more Americans because of the shift away from defined benefit (DB) plans and...
Global DC Plans Highlight Efficiency Trend
A survey of Vanguard retirement plan clients operating in three or more countries shows, like in the U.S., the DC...
Most Americans Unaware of IRS Deferral Limits
A recent survey from Fifth Third Bank finds a vast majority of Americans cannot identify the Internal Revenue Service’s limits...
TDFs and U.S. Equities Attract Flows in DC Plans
DC plan participants who choose their own investments prefer equities, Northern Trust finds.
ICI Measures Retirement Assets at $24.7 Trillion
Total U.S. retirement assets grew 6% during 2014, according to the Investment Company Institute.
(b)lines Ask the Experts – Is There a Restriction on Number of Investments?
“We have hundreds of investments in our ERISA 403(b) retirement plan (NOT a brokerage window, but hundreds of actual investment...
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Empower Launches Research Unit
Improving retirement outcome is the mission of Empower Retirement, which will research retirement issues and challenges.
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Blue Prairie Group, PSCA Collaborate for ERISA Course
An online ERISA training program from Blue Prairie Group and PSCA offers a self-paced course in fiduciary skills.
DOL Adds Flexibility to Investment Disclosure Requirements
The DOL says a new direct final rule provides a grace period for plan sponsors to furnish plan-related information to...
Retirement Plan Assets Reach $21.5 Trillion
Public sector retirement plan assets have exceeded $4 trillion for the first time, according to a Spectrem market report.
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ERISApedia.com Publishes Fiduciary Responsibility eSource
Burrmont Compliance Labs, LLC announces a guide to ERISA fiduciary responsiblities is now being published on ERISApedia.com.
Retirement Income Gap Projected at $7.7T
According to the Pension Rights Center, the nation faces an almost $8 trillion shortfall in retirement income.
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Retirement Advisor Council Releases RFP Tool
The Retirement Advisor Council unveiled a free template request for proposal questionnaire for use by higher education institutions looking to...
ASPPA Becomes the American Retirement Association
The American Society of Pension Professionals and Actuaries has rebranded as the American Retirement Association.
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Sibson Offers DC Plan Scorecard
Measuring the success of a DC plan includes more than the traditional metrics.
Plan Design Is One Way to Stanch Outflows
Retirement readiness is the loser when participants take distributions before retirement, says BMO Retirement Services in a white paper.