ARA Study Shows How E-Delivery Would Benefit DC Plan Participants
The ARA says e-delivery can lead to increased saving and investing.
News
Tax Law Prompts DB Plans to Boost Funding
They have until mid-September to deduct pension plan contributions at the rate of 35%; after that, the lower 21% rate kicks in.
ESG Fund Performance Goes Under Cerulli’s Microscope
As an investment professional or a client, there are a lot of reasons to feel positive about the topic of environmental and socially minded investing, but new Cerulli...
Retirees More Worried About Health Than Money
Ninety-one percent believe their savings will last throughout their lifetime, MassMutual found in a survey.
Lawsuit Argues Health Provider Plan Lost Its Church Plan Status
According to the compliant, the defined benefit (DB) plan was required to adhere to Employee Retirement Income Security Act (ERISA) funding rules.
PBGC Wants to Obtain Multiemployer Plan Withdrawal Liability Information
In its notice of intent to request OMB approval, the agency is asking for stakeholder comments,
CT Passes Law to Apply Fiduciary Standards to non-ERISA 403(b)s
The law applies to Connecticut K-12 school districts.
Retirement Industry People Moves
DWC Adds Marketing Director Position; Account Executive Joins Voya; Hancock Whitney Chooses Envestnet for Broker-Dealer Lines; and more.
Getting Serious About TDF Sequence of Returns Risk
The growth in target-date fund usage continues to be incredible; missing is a deeper discussion of sequence of returns risk and other potential challenges for participants associated with...
Mandate Issued by 5th Circuit to Officially Vacate DOL Fiduciary Rule
While the deadline had already technically passed for the DOL to appeal the circuit court ruling vacating its fiduciary rule reforms, this highly anticipated move by the court...
Tips for Establishing and Maintaining Plan Documents
Plan sponsors have a fiduciary duty to operate in accordance with the plan document, but an ERISA attorney shares common cases when mistakes are made.
ESG Investing Continues to Rise
Yet, according to ClearPoint Financial Partners, the investing strategy only accounts for less than 1% of the $7.7 trillion U.S. defined contribution (DC) retirement market.
BidMoni Rolls Out FiduciaryShield
The platform allows retirement plans to solicit bids from retirement plan providers.
Most Retirees Only Withdrawing Required Minimum Distribution
A mere 21% feel confident about drawing down their retirement plan assets, Ameriprise Financial found in a survey.
PSNC 2018: Educating Participants on Plan Data
Plan sponsors have a duty to alert and inform participants of any data changes, and ensure they are receiving the right education on it.
Competing for Advisers With Tools and Services: Retirement Industry M&A Activity
Pressing industry trends and emerging opportunities are reflected in recent merger and acquisition activity among retirement plan advisers and service providers, and in the efforts of other firms...
PSNC 2018: Effects of Fee Considerations in a Complex Industry
Panelists discussed recent trends in fees and how providers can keep plan sponsors and participants up to date.
Cetera Debuts 401(k) Practice Development Program
It consists of six live, web-based training sessions conducted over a three-month period.
PSNC 2018: Participant Advice in an Era of Fiduciary Uncertainty
Participant advice has highly progressed in the latest years, with the introduction of mobile technology and advanced systems, but how will it change under the new fiduciary rule...
PSNC 2018: Investment Lineup Design and Construction Can Safeguard Retirement Savings
Panelists discussed numerous investment options that can push additional retirement savings.