Rather than considering contributions, cross-testing focuses on benefits.
The financial firm will pay benefits for retirees of Chemtura Corporation.
Top advisers understand the importance of “the experience revolution” that has reshaped the way people shop for all types of goods and services—even defined contribution retirement plans.
Living firsthand through some seriously tough times for defined benefit plans, many pension plan sponsors are turning to advisers and consultants for help.
DC plan sponsors need to be educated to overcome myths and fears about including guaranteed income options in their plans.
Far and away the most financially stressed generation of U.S. investors, Gen X is clearly a good target for advice.
Target-date funds and other QDIAs are often thought of as set-it and forget-it investments, but new data from J.P. Morgan Asset Management highlights the need for ongoing guidance and education among DC plan participants.
Managing director of AB’s alternatives and multi-asset arm offers helpful reminders amid rocky markets—most notably, that volatility is normal and actually a key source of opportunity.
While the ability to implement auto enrollment will provide an immediate opportunity for church plan sponsors to improve participant outcomes, other parts of recently passed legislation also warrant review.
DB plan sponsors are freezing their plans and changing accounting methods; what can be done about ballooning costs for these plans?
The defined contribution retirement planning industry always seems to be struggling for balance, observes Josh Cohen, a 20-plus year industry veteran currently running DC business for Russell Investments.
Experts are beginning to advise plans sponsors to level the playing field when it comes to recordkeeping fees and other recurring expenses.
President Obama’s speech to the nation on Tuesday focused more on health care than retirement benefits—neither was a major discussion point—but there was still plenty of food for thought for the DC investment industry.
Driven both by employer paternalism and pragmatism, financial wellness programs are rapidly expanding among U.S. companies, according to Aon Hewitt.
Mobile application development figured largely throughout the year.
Retirement plan advisers are beginning to consider financial literacy and wellness programs for plan participants.
As 2015 is an indication, pension risk transfer activity shows no signs of slowing, so plan sponsors will need help—from "cleaning up" their plans to finding, and then transferring participant dollars to, the right insurer.
OMB is asking advisers and retirement industry providers for comments about the necessity of providing Summary Annual Reports to participants, and the burden it might create for industry professionals.
The PLANADVISER National Conference is a mine of information on practice management, regulation, investments and much more.
Mercer has outlined key investment issues it says DB plan sponsors should focus on in the new year.