Tag: Plan Design

One suggestion is to give individuals access to smart tools, default options and advice that can help them increase their...

The bill says the state will implement the MEP on or before January 15, 2019.

As the nation moves more to a “gig” economy, the question becomes: How can we prepare part-time employees for a...

The 2017 cumulative list includes provisions for Roth conversions, using lifetime income products in target-date funds (TDFs) and the use...

Michael Barry, president of the Plan Advisory Services Group, discusses what may be confusion among lawmakers about state-run plans for...

The idea seems to be to help employees establish better tax-diversity in their retirement holdings—as well as more controlled and...

The lawsuit claims fiduciaries of the Waddell & Reed 401(k) plan breached their fiduciary duties and engaged in prohibited transactions...

The new resource allows an employer to measure the health of its retirement plan based on the digital enrollment and...

Vanguard researchers highlight several positive trends, including the growing adoption of automatic enrollment, target-date funds (TDFs), employer contributions, Roth options,...

More retirement plan sponsors are offering participants the opportunity to make Roth contributions and utilizing auto features to a degree...

By using some best practices, plan sponsors have moved the needle toward more plan participants taking action to reach an...

Several Millennial respondents to a recent survey by Pentegra reported that they could have benefited from learning about saving for...

The state is moving forward with its program despite Employee Retirement Income Security (ERISA) exemption being taken away by the...

Asset managers are taking the next steps in TDF innovation and many are eyeing strategic beta for higher returns and...

The next stage will be to determine if the hospital boards or plan committees fit within the principal-purpose definition and...

“I work with a 403(b)(7) plan with employer matching and employer non-elective contributions in addition to elective deferral contributions. The...