Is DC Market Showing More Love for ETFs?
ETF asset growth is robust across a range of distribution channels—except one.
News
A Peek at a Pre-Approved Cash Balance Plan Submission
James E. Turpin, with The Turpin Consulting Group, has one concern with the submitted document he’s seen.
NAPFA Shares Client Action Checklist
Advisers registered with NAPFA share the top pieces of advice for investors five, 10 and 20 years out from retirement.
‘Financial Independence’ a Better Buzzword than ‘Retirement’
Generation Y expects to work until they die, “so why bother saving in a retirement plan.”
Early 20s Is Go Time for Retirement Saving
ADP marks National Save for Retirement Week by highlighting the power of stocking money away at your first job—and all your jobs after that.
Nearly Half of DB Sponsors Preparing for Risk Transfer
The top catalyst for a pension risk transfer to an insurance company is PBGC premium increases.
A Few Years Makes Big Difference in Client Outlook
A Wells Fargo study finds those ages 55 to 59 have three times more saved, on average, than those in their 60s.
TDFs Can Be the Vehicle for Alternatives in a DC Plan
A white paper discusses some of the ways plan sponsors can put alternative assets into a DC plan.
Empower Cites Strong Benefits for Managed Account Users
Several large-volume retirement plan providers have recently published research highlighting strong performance in clients’ managed accounts.
Numerous Factors Drag Down Americans' Retirement Goals
As Americans face a retirement income shortfall, it’s critical to understand how savings translate to income.
401(k)s May Result in More Successful Retirement than DBs
The result depends on an employee’s salary level and the level of pre-retirement income to be replaced.
Advisers Boost 403(b) Participants’ Retirement Confidence and Savings
An AXA study of K–12 403(b) plan participants found advisers bring both emotional and financial value.
ESG Investing Enters 'New' Paradigm
While introducing new guidance, Labor Secretary Thomas Perez told reporters ESG-based investing no longer has “the cooties” from an ERISA perspective.
Buck Offers Personalized Employee Connection to Benefits
“Life Connect brings asset data together for a user to see their full retirement plan picture,” says Scot Marcotte, with Buck Consultants at Xerox.
Study Reveals Better DC Plan Designs
Aon Hewitt finds DC plan sponsors are beefing up plan features to improve participant outcomes.
Sit at Your Own Risk
Spending your entire workday sitting down can impair vascular health.
Most Retirement Plan Deferral Limits Unchanged for 2016
The IRS announced it will not adjust most current contribution limitations for qualified retirement plans heading into tax year 2016, though some retirement-related tax breaks and other items...
Why You Can’t Ignore New Adviser Technologies
Celent shares helpful tips for how to choose and smoothly implement new advisory practice technologies—and why embracing new tech is not really an option.
New PBGC Director Discusses Initiatives
The agency is looking for ways to simplify DB plan calculations.
The Principal Launches Guaranteed Income Option for Plan Participants
Principal Pension Builder offers participants an income stream for life.