DCIIA Says Illiquid Assets ‘Manageable’ in DC Plans
Daily valuation and trading issues associated with illiquid asset classes do not outweigh their potential performance benefits within DC plans, an analysis finds.
News
Employees Want Custom Benefits Communication
A disconnect between what workers want and what employers provide in tailored benefits communications.
The ABCs of Special Situations Funds
Special situations funds are a kind of under-the-radar fund that usually require an invitation to participate.
Debt Control Is Key Before and During Retirement
Two-thirds of all investors have been consciously reducing their debt, according to the Wells Fargo/Gallup Investor and Retirement Optimism Index.
Consistency Is King When It Comes to 401(k) Contributions
Retirement plan participants who consistently contribute show greater balances.
IRS Clarifies Rules for Hardship-Related eFiling Waivers
The IRS published procedures for plan sponsors to request a waiver of the electronic filing requirements for Form 8955-SSA and Form 5500-EZ.
Do Retirement Plan Advisers Have a Duty to ‘Rat?’
With more advisers taking on a fiduciary role, they should know when to speak up, or walk away, before a retirement plan sponsor gets them in trouble.
Pentegra Retirement Debuts Income Report
Shifting the focus from accumulation to decumulation can boost retirement readiness, Pentegra says.
Privacy and Security Information Added to Fiduciary Guide
ERISApedia.com’s The Fiduciary responsibility eSource now includes a discussion or privacy and security issues.
Lessons for Plan Sponsors from the Market Volatility
The most recent market environment reinforces the need for bonds and should encourage plan sponsors to look at innovative strategies.
Retirement Specialist Advisers Gaining Serious Clout
Already controlling half of the assets in the adviser-sold DC marketplace, according to Cerulli Associates, retirement specialists are turning up the heat.
401(k) Participants Do a Trading About-Face in August
GIC/stable value, money market, and bond funds saw the most inflows over the month.
Client Industry Matters in Benefits Business
“If we have a portion of our employees who don’t retire at the normal retirement age, what are the specific implications for us as an organization?”
Bond Ladders Seen as a Prudent Approach to Fixed Income
Bond ladders can be built to perform well in a variety of interest rate environments.
Rainmakers, Support Hogs and Other Adviser Types
In the digital world advisers do things differently, depending on their type.
Fiduciary Duty and the ESG Catch 22
More than anything, ESG investment advocates face an image problem.
GAO Identifies Reasons Most Plan Sponsors Use TDFs as QDIA
The fit with participant characteristics especially led to the decision to use TDFs as QDIAs.
Robo-Adviser Offers Integrated Recordkeeping and Advice Platform
Betterment founder and CEO Jon Stein tells PLANADVISER Betterment for Business is the only full-service platform providing recordkeeping and advice.