Compliance | March 30th, 2022 Securing a Strong Retirement Act Easily Passes House Vote Supporters say the ambitious legislation package would expand retirement plan coverage and deliver benefits to relieve anxiety about having secure...
Investing | March 23rd, 2022 Retirement Plan Participants Need Help With Retirement Income From in-plan to out-of-plan, guaranteed or not, retirement plan sponsors have many options and many decisions to make.
Investing | March 23rd, 2022 Employers Use SDBAs to Give Employees Choice Self-directed brokerage accounts can also help keep participants in the plan and be an avenue for offering not-so-standard investment options,...
Products | March 21st, 2022 J.P. Morgan Launches Integrated Retirement Income Spending Tools Retirement income tools that can be integrated into TDFs provide a way for plan sponsors and advisers to help participants...
Administration | March 16th, 2022 Plan Sponsors Are Mulling Retirement Income Options Plan sponsors are taking a deliberate approach to adopting retirement income solutions for participants since the passage of the SECURE...
Data and Research | March 14th, 2022 Responding to Health Care Workers’ Retirement Readiness Concerns As health care employees’ worry about outliving their assets, plan sponsors can help them prepare for income in retirement.
Data and Research | March 8th, 2022 Contemplating a 40-Year Retirement J.P. Morgan’s latest Guide to Retirement publication predicts many people, if they can retire in the traditional age range of...
Administration | February 28th, 2022 More Social Security Communications Could Bolster Participant Outcomes A study finds most people do not engage with Social Security’s online portal to factor in the amount of retirement...
Participants | February 24th, 2022 Comfort With Annuities Could Help With Spending in Retirement One study finds few participants are likely to annuitize their retirement savings, while another suggests those who take a withdrawal...
Investing | February 22nd, 2022 Considerations for Tweaking the Investment Menu for Older Participants Participants approaching retirement and those who decide to remain in the plan need additional choices and can benefit from assets...
Compliance | February 15th, 2022 Default Lifetime Income Legislation Introduced in House Legislators say the LIFE Act builds upon the SECURE Act provision that enhanced the safe harbor on which plan sponsors...
Administration | February 9th, 2022 DC Plans Use Pension Features to Improve Retirement Outcomes DC plans are taking on more and more features that primarily used to be associated with defined benefit plans, to...
Data and Research | February 8th, 2022 Lower-Income Workers Benefit the Most From Auto-Portability Research suggests that keeping retirement plan savings in tax-advantaged accounts, using auto-portability, can help to close the wealth gap.
Products | February 7th, 2022 Groom Law Group Publishes Guide for Selecting Lifetime Income Options The paper aims to provide defined contribution plan fiduciaries with a practical tutorial for choosing lifetime income investments.
Administration | February 3rd, 2022 Social Security Replaces More Retirement Income for Low-Income Participants Plan sponsors can assist low- and moderate-income workers’ retirement readiness by educating them about the benefits of delaying Social Security...
Products | January 7th, 2022 Updated Participant Website Launched by Lincoln In addition to increased functionality, the new online experience also features an online content hub with videos, articles and tools...
Investing | December 27th, 2021 With Pandemic Lessons Learned, Institutional Investors Gear Up for 2022 The first year of the pandemic was defined by a flight to safety, while 2021 brought a risk-on stance and...
Products | December 23rd, 2021 Investment Product and Service Launches State Street launches new retirement income strategy, while Federated Hermes launches two new ETFs.
Administration | December 17th, 2021 Retirement Income Solutions Have Slowly Progressed in 2021 Despite employers, plan participants, retirees and near-retirees showing greater interest in lifetime income options, adoption by plan sponsors has remained...
Investing | December 7th, 2021 Real Estate Investments Increasing in DC Plans A new report suggests defined contribution plan investors have grown more sophisticated in their knowledge of the real estate asset...