Retirement Contribution Limits, COLA Stay on Track With Continuing Resolution
The DC contribution limit was projected to be $23,000 for 2024, and the IRS should stay on track in implementing...
Tag: Defined Contribution
DC Plan Sponsors Should Pay Attention to Increased Litigation, Low Retirement Confidence
The first quarter of 2023 in the defined contribution market saw an uptick in lawsuits, many legislative and regulatory changes...
Transamerica Signs On as Recordkeeper for Smart’s ‘Choice PEP’
Smart Retirement Solutions’ new pooled employer plan aims to create a 401(k) retirement solution for employers looking to reduce their...
DC Council Expects Increase in Real Estate Investing
Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.
Plan Sponsors Seek Liquid, Portable Retirement Income Solutions
Most plan sponsors hope their retirement income solutions provide a paycheck-like experience to participants, T. Rowe Price research found.
DC Plan Sponsors Increased Focus on Cutting Fees, Protecting Against Litigation in 2022
Callan’s Defined Contribution Trends Survey revealed that plan sponsors had increased interest in DEI efforts and eliminating fees in 2022.
Benefits |
How Plan Sponsors Can Offer Backdoor Roth Conversions
Is a strategy that allows high-earners to roll over some of their retirement money into a Roth account worth the...
2023 DB Summit: Factors in DB Plan Decisionmaking
To keep the defined benefit plans active or not? That is the question for many plan sponsors.
Benefits |
U.K. Nest Pension Auto Enrollment Remains ‘Robust’
Despite turbulent year, auto-enrollment continues to thrive, with opt outs lower than expected.
GAO Study Highlights Increased Mortality of Impoverished Seniors
The U.S. is more unequal than the other countries studied, low income and wealth are associated with higher mortality, and...
EBRI CEO Lori Lucas Announces Pending Retirement
Lucas will stay at the helm through the end of the year while helping the research group source its next...
Plaintiffs Say Swiss Re Plan Fiduciaries Committed Breaches
The plaintiffs suggest their retirement plan’s fiduciaries failed to fully disclose the expenses and risk of the plan’s investment options...
In Private Letter Ruling, IRS Permits DB-to-DC Asset Transfer
The ruling only applies to the case at hand, but there are still lessons to be learned from an employer’s...
Where Does the Securing a Strong Retirement Act Stand?
Experts are optimistic regarding the future of the retirement reform legislation that seeks to build on the SECURE Act, but...
Hopes Are High for Lame-Duck Passage of SECURE 2.0
One retirement industry policy expert says the conversations she is having on Capitol Hill make her optimistic that the ambitious...
Benefits |
Balancing Business Needs and Participant Support
Retirement plans must meet the needs of the participants invested in them, but they are also an important business tool.
EARN Act Clears Senate Finance Committee
For the second time in a little more than a week, a key Senate committee has advanced an important piece...
Senate Legislation Calls for Automatic 401(k) Transfers
The bill would allow workers’ 401(k) accounts to be automatically rolled over from a previous employer to a new employer.
Retirement-Focused RISE & SHINE Act Clears Senate HELP Committee
Backers of the bill say it will improve retirement security by creating additional protections for workers and retirement savers at...
PSNC 2022: Washington Update
From shifting compliance deadlines to growing debate on ambitious retirement reform legislation, there is a lot happening in the nation’s...