Data and Research | January 19th, 2018 Unbundled Plans Gained Significant Ground in 2017 Today, just 8.8% of “mega plans” with assets greater than $1 billion utilize a fully bundled structure.
Products | January 16th, 2018 SPARK Rolls Out Updated RFP Guide The new edition aims to support the needs of employers providing defined contribution plans by enabling service providers to prepare...
Compliance | January 2nd, 2018 House Bill Seeks Retirement Plan ‘Simplification and Enhancement’ Alongside numerous changes, the bill seeks to eliminate the current 10% cap on automatically-increased deferral rates of employees who are...
Products | December 26th, 2017 ICMA-RC Enhances Participant and Plan Administrative Portals A new public website has simpler navigation features, straightforward design, targeted messaging and an increased focus on educational tools.
Deals and People | December 22nd, 2017 Retirement Industry People Moves Mercer Reveals Leadership Changes in Its Wealth and Health Hemisphere; Milwaukee Institutional Announces Boston Location Led by VP; BPOC Acquires...
Investing | December 21st, 2017 Fiduciary Concerns to Know When Debating Managed Accounts Before implementing managed accounts—either as a QDIA or voluntary option—plan sponsors should consider potential fiduciary issues.
Deals and People | December 15th, 2017 Retirement Industry People Moves T. Rowe Price brings in new head of CEDT Innovation Center; USI Consulting hires assistant vice president of retirement services;...
Data and Research | December 15th, 2017 401(k) Fees Can Cost an Average Working Couple More Than $150K For someone making $90,000 a year, that would jump to $277K, America's Best 401k says.
Compliance | December 14th, 2017 Mercer Expects Retirement Plans to Fare Well in Tax Reform However, employers will likely have some difficulty in knowing how to handle the January 1, 2018, effective date that has...
Data and Research | December 13th, 2017 Small-Employer DC Plan Coverage Gap Varies by Region As laid out by a Finhabits report, very few workers save for retirement unless their employer offers them a retirement...
Data and Research | December 6th, 2017 Government Employers Want More Provider Education to Boost Participation A Lincoln Financial Group study revealed little participation rates in governmental defined contribution plans, compared to 401(k) and 403(b) plans.
Data and Research | December 4th, 2017 Combination of Auto Features Improves Retirement Savings Among plans with both automatic enrollment and escalation, 70% have participants saving 10% of more.
Deals and People | December 1st, 2017 Retirement Industry People Moves T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and...
Investing | November 29th, 2017 Argument for Auto-Enroll Emergency Savings The idea is relatively simple: workers who do not yet have emergency savings will be directed to first fund a...
Data and Research | November 21st, 2017 Less Than 1% of DC Plan Participants Took Hardships in the First Half of 2016 ICI also reports DC plan participants remained committed to investments and contributions.
Deals and People | November 17th, 2017 Retirement Industry People Moves Industry veteran joins Meeder as SVP; PGIM Investments appoints chief marketing officer to drive global expansion; FS Investments hires national...
Products | October 24th, 2017 Bilingual Education Push from Lawton Retirement The firm has appointed a director of bilingual employee education, tasked with delivering more culturally diverse education strategies and collateral...
October 17th, 2017 Research Shows Employers Can Increase Auto Enrollment Default Savings Rates Voya Financial says plan sponsors should not be intimidated about raising default savings rates.
October 13th, 2017 Shift to Defined Contribution Plans Causes Concern Internationally A collaborative survey between the U.S., Britain and Australia shows working-age employees struggle with retirement planning and saving.
Participants | October 10th, 2017 Income Uncertainty Makes Women More Risk Averse But when they work with an adviser, they understand the importance of more aggressive investing.