Tag: Plan Design

A federal appellate court has agreed with the PBGC that a retirement plan amendment adopted after the plan’s termination impermissibly...

President Obama's retirement tax reform plan would give 30 million additional workers the opportunity to save for retirement through their...

Retirement plan sponsors surveyed repeatedly expressed frustration with regulatory complexity and concern about greater worker mobility.

Helping Public School Employees Fill Retirement Savings Gap

About one in 10 plan sponsors replaced their target-date fund/balanced fund manager in 2014.

Unlike established retirement plans with hundreds or thousands of participants, startup plans at small businesses are often at risk of...

Recent research supports the argument against investors reacting to every market turn and for solutions that automatically rebalance portfolios.

A new rule for retirement plan distributions makes way for high earners to get into Roth IRAs.

Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated...

Targeted messaging could alleviate some of retirement plan sponsors’ fears about employees’ retirement savings adequacy.

CLS Investments, an investment adviser in Omaha, has upgraded its (k)Star program.

Despite concerns about their employees' ability to save enough for retirement, few nonprofit 403(b) plan sponsors use targeted education or...

Specialists in behavioral economics and plan participant technology pool their knowledge to motivate participants to take action. 

The DCIIA has released a FAQ document about new regulations for qualifying longevity annuity contracts in retirement plans.

More investors surveyed prefer a 401(k) over a pension, and they do not want to give up control of all...

The Cumulative List will primarily be used by single employer individually designed defined contribution plans and single employer individually designed...

Employers sponsoring 401(k) plans use a range of employer match formulas and offer a variety of investment choices with lower...

PSCA’s 57th Annual Survey shows plan sponsors are increasing efforts to encourage retirement savings among employees.

Providing a matching contribution and access to an adviser were ranked by plan sponsors as the most important actions to...

Now available on more than 20 retirement plan platforms, the Edge Collective Fund Series brings financial wellness services to plan...