Nominations for the 2021 PLANSPONSOR Retirement Plan Adviser of the Year awards may be made by plan sponsor clients, employers, brokers/dealers of eligible advisers, as well as from working partners of these advisers.
With two more years left in what will be his final term in the U.S. Senate, the question now becomes whether Rob Portman can help secure another round of retirement reforms.
Do you work with, or know of, a plan sponsor that deserves recognition for going above and beyond? Consider nominating them for a 2021 PLANSPONSOR Plan Sponsor of the Year award.
The offering includes participant recordkeeping and compliance monitoring.
The Plan Sponsor of the Year annual awards program, run by our sister publication PLANSPONSOR, recognizes retirement plan sponsors that show a commitment to their participants’ financial health and retirement success.
The defense has prevailed on technical grounds in a lawsuit that argues plan sponsors should be required to use fresh mortality and interest rate assumptions when converting between the standard and alternative forms of annuities to be paid out by a pension plan.
Sponsors are beginning to be willing to adapt their plans to accommodate retirees' lifetime income needs.
Liability-driven investing is growing more important as pension plans broadly move into a phase where they are not growing but instead need to be focused on meeting their benefit obligations.
The increasing prevalence of automatic enrollment and solutions making 401(k) plan assets more easily portable are two reasons why DC plan outcomes can compete with DB plan results.
Significant transformation is happening in the small business retirement plan market; what does this mean for the fiduciary adviser community?
Democratic Senator Patty Murray says her bill would be a strong first step toward addressing some of the key hurdles facing women as they save for retirement in defined contribution plans; there are also proposed protections for part time workers and lower income individuals.
According to Josh Cohen, a big part of PGIM’s strategy as a DCIO provider is to foster conversations across plan sponsors’ own organizations, “presenting them with a framework for frank and practical discussions between the HR and finance functions.”
Once again this year, in an attempt to minimize the number of surveys we ask you to complete, we have combined the Top 100 questionnaire with our annual Retirement Plan Adviser Survey. The deadline has been extended through the end of the day.
Of the 12% of institutional investor respondents to a recent survey who have incorporated ESG, most are DC plans, and more than half are healthcare-focused organizations.