NEPC partner and researcher looks back at a decade of defined contribution plan evolution, and oh what a difference a decade has made.
Tag: Deferred compensation
Employees value their workplace benefits, Guardian finds.
Daniel Barry will join the Mountain West office.
BOLI and COLI are used to recover the costs of supplemental employee health and nonqualified retirement plans.
Logic would dictate that retirees would shift their retirement savings to annuity products, but this has yet to happen, a research paper says.
Michael Kreps has rejoined the Groom Law Group to help expand the premier policy practice.
Mark Schatzel joins the firm from Lincoln Financial.
“Top hat” retirement plans aren’t subject to many ERISA requirements, but the unique treatment of the plans under employee benefit and tax law can lead to plan sponsor confusion and costly mistakes.
Retirement security will likely be jeopardized for more Americans because of the shift away from defined benefit (DB) plans and fewer workplace plans, a paper contends.
U.S. companies reported a slight 3% drop in non-qualified deferred compensation plan participation rates from 2013 to 2014, according to the MullinTBG/PLANSPONSOR Executive Benefits Survey.
Total U.S. retirement assets grew 6% during 2014, according to the Investment Company Institute.
Small and mid-size businesses have a new nonqualified deferred compensation (NQDC) plan option from The Principal Financial Group.
Data from 2012 Form 5500 filings of retirement plans provides evidence of the increasing coverage of employees by defined contribution (DC) rather than defined benefit (DB) plans.
Non-qualified executive retirement plan sponsors report that they would like to see participation levels in these plans increase.
A federal court has found a wealth accumulation plan (WAP) offered to executives of RBC Capital Markets Corporation is a “pension plan” under the Employee Retirement Income Security Act (ERISA).
A new study of 401(k) plans shows that more than 50,000 of them failed nondiscrimination testing for the 2012 plan year.
When it comes to executive retirement arrangements, a recent study reveals a continued emphasis by U.S. companies on elective deferred compensation.
Employee benefits and insurance services provider National Financial Partners Corp., known as NFP, unveiled the EXEC360 platform to help advisers run non-qualified deferred compensation (NQDC) plans.
The portfolio consulting group of Envestnet Inc. launched a new multi-manager portfolio series called the Liquid Endowment Portfolios, designed to address rising correlations across asset classes.
Investment services firm Charles Schwab has rolled out Schwab OpenView Mobile, a customizable application that registered investment advisers (RIAs) can use to create a mobile presence for their firms.