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IRS to Discuss Related Employer Issues
The Internal Revenue Service (IRS) will hold a free phone forum this month about related employers.
Roth Plan Features Becoming More Popular
Roth 401(k) plan features are gaining in popularity, Aon Hewitt research finds.
DC Participants Less Active Traders in March
March was a light trading month for defined contribution (DC) plan participants, according to Aon Hewitt’s 401(k) Index.
Nationwide Financial Integrates LPL Platform
Insurance and financial services firm Nationwide Financial has integrated LPL Financial LLP’s Worksite Financial Solutions platform into its 401(k) products.
FRA PlanTools Launches Newsletter Series
Financial reporting and governance services provider FRA PlanTools released the ERISA Matters Newsletter series to assist service providers’ efforts to educate clients and win new business.
IRS Forum to Cover 2013 Cumulative List
The Internal Revenue Service (IRS) will host a phone forum next month about the 2013 Cumulative List.
Oppenheimer Shakes Up Distribution Group
Investment services firm OppenheimerFunds launched a unified distribution organization that features realigned channel segmentation and increased customization to support new growth strategies.
More Pensions Move to De-Risk
In an effort to decrease pension risk exposure and insulate their plans from fluctuating economic conditions, more defined benefit (DB) plan sponsors are realigning plan assets to better...
Participant Activity Analysis Can Improve Plans
More employees are participating in employer-sponsored retirement plans, thanks to plan design changes, but there are still improvements that can be made.
Employers to Focus on Financial Wellness
Three-fourths (76%) of companies surveyed are somewhat or very likely to expand their focus on the financial well-being of their employees in 2014.
Leadership Shuffle at OppenheimerFunds
Bill Glavin, CEO of OppenheimerFunds, will be replaced by Arthur Steinmetz, the investment firm’s current chief investment officer (CIO), on July 1, 2014.
DC Participants Less Active in November
Defined contribution plan participants saw average daily transfer activity decline in November compared with October, according to the Aon Hewitt 401(k) Index.
High Marks for CalPERS on Climate Investing
The California Public Employees’ Retirement System (CalPERS) earned a “AAA” grade from the Asset Owners Disclosure Project (AODP).
The Conversation Advisers Aren’t Having
Misconceptions about the Affordable Care Act, the need for long-term care and how to address the particular needs of women savers are opportunities for key discussions.
More Plans Institutionalize Investment Lineups
A new report finds that more employers are institutionalizing their 401(k) investments lineups.
October Shows Some Above-Normal Transfer Volumes
The Aon Hewitt 401(k) Index showed six days of above-normal daily transfer activity during the month of October.
Employers Stepping Up Retirement Readiness Efforts
A new survey by Aon Hewitt revealed that employers are boosting efforts to help their employees save for retirement.
Aon Hewitt Launches Institutional Investment Exchange
Aon Hewitt has launched DC Nexus, a web-based solution for defined contribution (DC) recordkeeping clients and their advisers.
Participant Transfer Volumes Low in August
Defined contribution (DC) plan participants’ daily transfer volumes were low in August, according to the Aon Hewitt 401(k) Index.
Balancing Risk with Hedge Funds?
Institutions are looking to hedge funds for risk management and diversification, according to new research from Cerulli Associates.