| The Catch 22 of Aging, Savings and Investing Knowledge |
| Nobody really likes to think about the negative aspects of aging, but advisers have a legal obligation to pursue the long-term financial good of their clients.
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| Browse the 2016 PLANADVISER DCIO Survey Data |
| DCIO managers continue to provide a wide variety of services to advisers who guide plan investment committees in selecting investment options—including the default investment for automatically enrolled participants—for their DC plan menus.
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| Mutual Fund Fees for 401(k) Investors Continue to Decline |
| At year-end 2015, 89% of mutual fund assets in 401(k) plans were held in institutional and retail no-load share classes, while the remaining assets were held in load share classes, predominantly in share classes that do not charge retirement plan participants a front-end load.
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| DB Determination Letters Must Include Risk Transfer Info |
| The IRS has said applicants requesting determination letters for their defined benefit plans should identify whether the plan has lump-sum risk transfer language in either the cover letter to their application or an attachment.
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