Search results for: the blank effect
IRS Announces End to Determination Letter Program
Rev. Proc. 2016-37 ends the remedial amendment cycle system for individually designed plans and replaces it with a new approach to the remedial amendment period.
Investment Product and Service Launches
Horizon investments updates goals-based strategy; Fidelity lowers investment expenses on 27 index mutual funds and ETFs.
DC Plan Participants More Diversified in Investments
Millennials are the most diversified generation, according to a five-year analysis of Wells Fargo's book of business.
Pershing Adds Five Recordkeepers to Retirement Plan Network
The new additions expand the geographic presence of the platform.
Federal Thrift Savings Plan Offers Important DC Education Lessons
A new analysis uses data on all active employees of the Federal Reserve System to examine contribution behavior in the Thrift Saving Plans—granting insight into the behavior of...
Fidelity Adds Funds and Share Classes to Index Lineup
Fidelity is launching three new low-cost index funds.
Aging Committee Hearing: The latest ideas to raise retirement readiness
Industry experts present new solutions, and a few reforms, for coaxing Americans to save for retirement.
DC Retirement Plan Participant Portfolio Construction Has Improved
At year-end 2015, about half of all Vanguard participants were solely invested in an automatic investment program—compared with just 29% at the end of 2010.
Latest DOL Fiduciary Rule Lawsuit Spotlights Insurance Industry Concerns
Two national insurance advocacy groups have “reluctantly” joined the growing list of plaintiffs asking the federal courts to declare the DOL’s new fiduciary rule arbitrary and capricious.
Ascensus to Offer LPL Financial 3(38) Solution
The solution is aimed at simplifying retirement plan delivery for small employers.
Retirement Plan Participation Continues to Improve
However, average deferral rates have declined slightly from their peak of 7.3% in 2007, Vanguard finds.
Retirement Saving for More Than One
New research from Spectrem Group highlights a perplexing fact about financial altruism: Those with less saved are likelier to want to use their wealth to help others.
Familiar Challenges Could Dog State-Based DC Plans
A new report from The Pew Charitable Trusts lends some support to the arguments many providers have raised against the increasing prevalence of state-based retirement plans for the...
DB Plan Clients Facing a New Credit Market Liquidity Outlook
DB plan sponsors need help assessing whether they are in the right vehicle structures or funds offering the right liquidity terms.
Investment Product and Service Launches
Oppenheimer unveils new infrastructure fund; Morningstar acquires fixed-income analytics firm InvestSoft Technology; Cohen & Steers named adviser to new SEI fund; Hartford Funds partners with Schroders to expand...
DB Pension Buyout Market Maintains Impressive Pace
More plan sponsors than ever are looking to convert their pensions to group annuities.
Clients Want and Need Deeper ESG Insights
Enthusiasm about environmentally responsible investing has bloomed in the wake of recent DOL rulemaking, but a new TIAA survey shows a knowledge gap persists.
Simplicity and Nudges Can Help Employees Become Habitual Savers
The reasons people start saving for retirement can inform plan advisers and sponsors about educational nudges and plan design.
Examining Financial Wellness Needs of Each Generation
Research has found that improvement in financial wellness improves retirement savings, but each generation has different needs and learning styles.