Tag: 401(k)

July was light in trading activity for defined contribution plans, with only 0.019% of balances transferring, according to Aon Hewitt’s 401(k) Index.

The average account balance of consistent participants in 401(k) plans saw a 6.8% annualized increase between year-end 2007 and year-end 2012, says a new study.

MassMutual Retirement Services has appointed eight new relationship managers to further support retirement plan sponsor clients.

Savings in defined contribution (DC) retirement plan accounts recordkept by Fidelity grew 12.9% in the last year, to an average balance of $91,000.

Fifty-five percent of retirement plan participants favor automatic annual increases to their account contributions.

More than seven in ten (71%) retirement plan sponsors in the health care industry utilize the services of an adviser, consultant or some other intermediary, according to a...

Several proposed tax reforms would restructure how retirement vehicles are taxed and could negatively impact retirement plans in a number of ways.

Many plan sponsors find some of their employees cannot take full advantage of 401(k) plans because of failed ADP tests.

There are more than 40.3 million Americans aged 65 and older, according to the U.S. Census Bureau, and many in the age cohort aren’t following traditional definitions of...

The U.S. Department of the Treasury issued final rules regarding longevity annuities—aimed at bringing more flexibility to retirement savers using the fixed-income vehicles as a longevity hedge.

Defined contribution (DC) plan participants bucked the stock market adage of “sell in May and stay away,” continuing recent trends with a light trading month in May, says...

In a report sent to Congress and the Department of Labor, the Massachusetts Securities Division (MSD) is asking for improved disclosures to retirement plan participants of company match...

A federal appellate court ruled Morgan Stanley & Co. and its CEO were not acting in a fiduciary capacity when deciding to make company contributions to two retirement...

Millennials continue to be the big challenge for retirement plan participation, Wells Fargo Institutional Retirement and Trust finds.

A plan sponsor’s lawsuit over revenue sharing payments has moved forward as a court found the sponsor's plan provider became a functional fiduciary by setting fees.

Average 401(k) account balances have increased 93% since the economic downturn of 2009, according to research from The Principal Financial Group.

A paper from Towers Watson recommends, for defined contribution (DC) plans, up to 25% of traditional U.S. aggregate bond assets can be switched to absolute return assets.