talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Tag: 401(k)
Workers Would Like Better Matches, More Investment Choices
Generation X, especially, would value richer retirement benefits, a survey finds.
John Hancock Adds Mobile Enrollment
Would-be participants can now join their company’s retirement plan via the MyLifeNow application.
Millennials' Savings Compete With Vacations and Dinners
Dinners out and student loan debt are just two of the factors squeezing Millennial’s ability to save.
Transamerica Unveils 401(k) Plan for Smaller Employers
Transamerica Retirement Solutions has launched a new 401(k) retirement plan that “offers large-plan features to smaller businesses and their employees.”
Settlement Terms and Price Tag Revealed in Boeing Fee Case
The retirement planning industry already knew Boeing would settle the nearly decade-old 401(k) litigation, but a trove of new details emerged this week as both parties agreed to...
Octogenarians Give Retirement Advice
They say savings should determine when to retire.
Fiduciaries Ordered to Restore Withheld 401(k) Contributions
A construction company ceased operations in 2013 and has not paid 401(k) participants their plan assets, according to a lawsuit.
Most Retirement Plan Deferral Limits Unchanged for 2016
The IRS announced it will not adjust most current contribution limitations for qualified retirement plans heading into tax year 2016, though some retirement-related tax breaks and other items...
Retirement Planning Added to Benefits Engagement Solutions
Navera's new module provides employees a personally relevant experience to help them make smart financial decisions regarding their 40l(k) or 403(b) options.
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.
Safe Harbor Plan Launch Deadline Closes In
A safe harbor plan requires an initial plan year that is at least three full months, making October 1 the effective deadline for creating a new plan in...
401(k) Plan Participants React Visibly to Market Dip
The last full week of August was a test of will for retirement plan participants. Many buckled under the pressure.
Small 401(k) Plans and Big Opportunity
A big market with needs to match, the small 401(k) plan market is fragmented and lucrative.
Boeing Settles ‘Spano’ Fee Case
Plaintiffs’ attorney in the case confirms provisional settlement has been reached in class action filed on behalf of 190,000 Boeing retirement plan participants.
People More Concerned About Retirement Than Health
Participants view their 401(k) as an essential workplace benefit.
Number of Cash Balance Plans Surged 32% in 2013
They now comprise 28% of all defined benefit plans.
DOL Says Company Kept Employee 401(k) Contributions
A construction company ceased operations in 2013 and has not paid 401(k) participants their plan assets, according to a lawsuit.
Ease of DC Plan Use Drives Employee Engagement
The median savings rate for non-highly compensated employees increases to 5.9%.