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Retirement Industry People Moves
Vestwell and BNY form partnership to provide retirement plans; 401(k) professionals establish advising firm; DWC brings on industry veteran as first in-house actuary; and more.
Trendspotting
Aggressive Saving Is Simply Essential
One projection calls for more than $1 million in savings
Financial and Physical Wellbeing Boost Workplace Productivity
Findings in a Buck survey demonstrate that a failure to creatively invest in employee wellness can result in many adverse consequences for the success and sustainability of a...
Trendspotting
Addressing Participant Concerns
If a sponsor does not respond, it could risk a civil and/or DOL lawsuit.
Data Points
Resolved: Promote Financial Ed
Educating on saving and budgeting next year could fulfill an employee desire
Practice Development
Retirement Income Options
Why advisers should offer solutions to their plan sponsor clients
Managers’ Long-Term Outlook Gives Context for Current Volatility
Despite slowing global growth, disparate inflation rates, and continued normalization of U.S. monetary policy, economists with Vanguard and J.P. Morgan Asset Management believe that a near-term recession will...
Progressive Plan Design Features Have Moved Down-Market
These are streamlining plan administration, increasing investment diversification and improving participant outcomes.
Editor’s Letter
No ‘Yes’ Men (or Women)
For 2019, maybe it’s a good idea to put fiduciary training on the committee calendar.
Transamerica Adds Spanish Translation Capabilities to Participant Website
Spanish-speaking participants may now benefit from both fully translated primary website navigation, specific page translations, and description overlays to provide additional information.
Investment Product and Service Launches
Northern Trust purchases FX software provider; Nuveen incorporates ESG funds to fixed-income lineup and Nuveen launches quantitative strategies affiliate.
When Auto-Roth Accounts Make More Sense
Janus Henderson research suggests the vast majority of auto-enrollment programs fund only pre-tax accounts; this is despite the fact that for younger, lower-income employees, funding a Roth account...
IRS Offers Relief for 403(b) Plans Excluding Certain Part-Time Employees
Under the once-in-always-in exclusion condition, for a 403(b) plan that excludes part-time employees from making elective deferrals, once an employee is eligible to make elective deferrals, the employee...
S Corporation ESOPs Can Give Workers a Retirement Savings Advantage
In such plans, they have more than twice the average retirement balance of other workers.
Helping DB Plan Clients Prepare for a Plan Termination
Consultants with Findley discussed a game plan for having data, financials and a communications strategy ready before embarking on a DB plan termination.