Tag: Defined Contribution

DC Plan Priorities Make ESG More Palatable

One reason DC plans are outpacing DB plans in terms of ESG adoption has to do with a difference in pressing priorities, rather than doubts among DB plans of the viability or usefulness of ESG.

One Year In, Assessing the Progress of OregonSaves

In a broad statement marking the first anniversary of the OregonSaves program, State Treasurer Tobias Read suggests the pace of signups is advancing, with an average of more than a thousand people now being registered a week to start contributing.

Income Taxes Follow Participants Into Retirement

Near-retirees broadly worry about future health care costs, the impact of inflation and market downturns—but relatively few are tackling the subject of income taxes in retirement.

PGIM DC Leader Urges Aggressive Plan Design, Sponsor Courage

Drawing insights from across the entire Prudential Financial organization, Josh Cohen, PGIM head of defined contribution, offers some sobering statistics about the performance of DC plans—as well as some strategies for broadly boosting plan performance and participant outcomes.

Confusion About HSAs Remains Default Employee Position

A new survey shows many Americans are flatly unaware that they can use their health savings account assets accumulated in their working years to pay for health care and long-term care expenses in retirement—believing erroneously the money must be spent or be forfeited each year.