IRS to Discuss Required Retirement Plan Changes
The agency is hosting a webinar about the 2015 Cumulative List.
News
Are Americans Healthy Enough to Retire Later?
Is it realistic to expect that older individuals will be able to work longer?
Inside the Mind of a TDF Portfolio Manager
Like any challenging labor in life or business, running a target-date fund portfolio successfully requires careful attention and a keen sense of balance.
IRS Provides Guidance About Mid-Year Safe Harbor Plan Changes
The guidance includes prohibited changes to a safe harbor retirement plan.
Job Seekers Looking for Student Loan Reimbursement
Help with student loans joins retirement, health and vacation benefits as a priority.
John Hancock Introduces Plan Review Tool
Plan Review allows advisers to use demographics to target education opportunities.
Employers Need a New Way to Influence Retirement Decisions
Employer retirement and health care benefits have less influence on employees’ retirement decisions.
Retirement Industry People Moves
New hires and promotions at Acadian Asset Management, Alpha Pension Group, Pentegra Retirement Services, Cafaro Greenleaf and more.
Tips and Next Steps After ‘Montanile’ Decision
ERISA expert discusses the significant implications of the Supreme Court’s decision in Montanile v. Board of Trustees, especially as it pertains to enforcing liens on retirement or health...
DB Clients Should Know About Proposed Accounting Changes
Comments are due to the FASB by April 26.
Only 20% Plan to Convert Savings to Guaranteed Income
Ongoing withdrawals from savings could jeopardize people’s future, LIMRA says.
OMB Confirms Receipt of Fiduciary Rule Language
After years of speculation and an intense, ongoing retirement plan industry debate, the Department of Labor has advanced its conflict of interest regulations to the Office of Management...
IRS Proposes Nondiscrimination Relief for Closed DBs
The proposed rule will help closed DB plans continue to satisfy minimum coverage and other testing requirements.
Investment Product and Service Launches
S&P Dow Jones Indices adds retirement income indexes; Northern Trust Asset Management reveals its next generation of target-date funds; and Beaumont Capital reveals a defensive TDF alternative.
Industry Pros Highlight Necessity of Auto Retirement Savings
One retirement plan industry professional warned legislators that improvements in retirement readiness tied to the Pension Protection Act have mostly run their course.
Recruiting Techniques That Work
What are the winning questions that help you winnow candidates, and what are your favorite practices?
Oregon Senator Unveils 401(k) Alternative
A national, auto-enrolled retirement savings plan proposal is modeled on the government Thrift Savings Plan.
Complex Fixed-Income Picture May Hide ‘Upside Surprise’
Following the Federal Reserve’s decision this week to hold off at least a little longer on its next rate hike, one Prudential fixed-income leader anticipates a volatile but...
Defaulted Retirement Plan Investors Still Need Coaching
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 the Most Influential Countries Are …
What are the policies that drive trade, travel and investment, all of which affect a nation’s economy?