Tag: 401(k)

Retirement plan reporting and monitoring services from Markov Processes International (MPI) are now available to advisers on Legg Mason’s DCIO distribution platform.

While Baby Boomers participating in pension plans may feel more flexibility around their expected retirement date, nearly half still expect to retire with debt.

Although 75% of small-business owners view their employees as family, cost considerations prevent them from offering a retirement plan....

The proportion of all workers expecting to delay their retirement date is 44%, according to the 2012 Mercer Workplace Survey.

ReviewMy401kPlan.com is set to launch soon as an online resource for plan sponsors to find and connect with qualified retirement plan advisers.

A record number of consumers (46%) are considering financial resolutions, according to Fidelity Investments’ fourth annual New Year Financial Resolutions Study.

Automatic enrollment works to drive participation, New York Life Retirement Plan Services found in recent research.

The American Society of Pension Professionals & Actuaries (ASPPA) asked the IRS to issue guidance clarifying the application of the one-year “holdout” rule.

Lincoln Trust Company introduced an online tool that helps 401(k) plan participants determine the true cost of their retirement plan.

Individual retirement account (IRA) assets reached $5 trillion in the first quarter of 2012, according to research from Cerulli Associates.

In 2011, the percentage of workers participating in an employment-based retirement plan was essentially unchanged from a year earlier.

The American Society of Pension Professionals & Actuaries (ASPPA) grassroots campaign aims at protecting tax incentives.

Generation X and Generation Y account for 55% of the participants in defined contribution (DC) plans administered by MassMutual.

The U.S. institutional market is projected to increase 36%, to $18 trillion, within the next five years.

Average daily transfer volume among defined contribution (DC) plan participants was very low during October.

Saving and spending behaviors fluctuate wildly, setting the stage for varying levels of retirement confidence among Americans, a study found.

Mid Atlantic Trust Company (MATC) expanded its ModelxChange platform.

Clark Capital Management Group added three of its retail strategies to their roster of Navigator 401(k) Solutions.

 Retirement benefits remained mostly intact during the Great Recession.   

Asset manager Nepsis Capital Management has integrated Lincoln Trust retirement plans into its wealth management practice.