Compliance | June 28th, 2018 Xerox HR Solutions Wins Another Dismissal in ERISA Challenge The text of the new decision says the second amended complaint has failed because “it is an attempt to replead...
Investing | June 22nd, 2018 Plan Sponsors and Participants Must Confront Sequence Risk Target-date funds and defined contribution plans hold more assets now than ever before—putting pressure on plan sponsors to understand all...
Benefits | June 19th, 2018 PSNC 2018: A Shift in Educating Participants—What Is Financial Wellness? Is it more than education? Is it a full-blown program or something spontaneous and ad hoc? How frequently is it...
Data and Research | June 14th, 2018 PSNC 2018: Retirement Security at an Inflection Point, Part 2 The trust and expectation that employees place in their employers to help them prepare effectively for retirement is stronger than...
Data and Research | May 15th, 2018 Plan Fees Have Fallen, But So Have Deferral Rates Data from BMO GAM shows DC retirement plan fees have fallen for all sizes of plan sponsors except those with...
Investing | May 11th, 2018 NTAM Factor Research Leader: Get Paid for the Risk You Take Many institutions have found real success with factor investing and smart-beta, but there are some emerging challenges that investors should...
Participants | May 7th, 2018 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...
Compliance | May 4th, 2018 ERISA Litigation Targets Lowe’s, Aon Hewitt Investment Consultants Participants in the Lowe’s 401(k) plan have filed an ERISA complaint against their employer and Aon Hewitt Investment Consultants over...
Compliance | April 30th, 2018 ‘Peeps’ Candy Company Loses Appeal in Multiemployer Pension Funding Case The employer sought to carve out new hires from a critical-status multiemployer pension fund and instead direct their contributions into...
Data and Research | April 20th, 2018 DC Plan Provider Web Portal Designs Growing More Responsive Mobile-friendly, responsive web portal design has increased in the retirement industry to match consumers’ rising desires to be able to...
Administration | March 15th, 2018 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...
Data and Research | March 13th, 2018 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...
Data and Research | March 8th, 2018 Large Plan Sponsors Define the Cutting Edge of DC An in-depth review of the results of the latest BlackRock Defined Contribution Pulse Survey show the largest plan sponsors continue...
Data and Research | March 7th, 2018 GAO Recommends Steps to Connect Participants With Retirement Accounts The agency also offered suggestions for rollovers by participants in foreign retirement plans.
Data and Research | March 6th, 2018 Businessolver and Transamerica Reveal One Wallet Initiative According to the firms, the “one wallet” approach provides employees with a holistic view of their overall wealth and health...
Data and Research | March 6th, 2018 BlackRock DC Pulse Survey Highlights Sponsor Decumulation Challenge More plan sponsors this year than last have voiced a concern that their workers may have to delay retirement; this...
Data and Research | March 5th, 2018 Pension Funds See Fees Creep Up as DC Plans Cut Costs Since the last study of this kind by CEM Benchmarking, average DB fund costs have increased from 0.40% to 0.60%,...
Data and Research | March 2nd, 2018 Americans Saving Nearly 8% for Retirement This increases to 8.9% for men and decreases to 6.4% for women.
Data and Research | March 2nd, 2018 DB Plans a Thing of the Past for Most Fortune 500 Companies A mere 16% currently offer a pension plan to new hires.
Participants | February 28th, 2018 Social Security Sophistication Can Boost Employees’ Retirement Outlook A lack of sophisticated advice and support solutions for optimizing Social Security claiming decisions is holding employees back from achieving...