TD Ameritrade, FeeX Launch DC Plan Fee Analyzer Tool
The tool analyzes administration fees as well as individual mutual fund fees.
Tag: defined contribution plans
Tax Reform Is Leading Some Plan Sponsors to Enhance Benefits
More than one-quarter of organizations have or are planning or considering increasing 401(k) contributions, Willis Towers Watson finds.
Millennials’ Retirement Prospects Are Challenging
They earn less than older generations, are less likely to participate in a retirement plan, and will have to contend with longer life spans and rising health care...
More DC Plan Sponsors Lowered Fees After Reviews in 2017
In the majority of cases, the plan’s consultant/adviser conducts the benchmarking (82.8%)—higher than in prior years, Callan finds.
Embrace of Passive Funds Is Not What It Appears To Be
In conversation with Jeff Kletti, head of investments at Wells Fargo Institutional Retirement and Trust, PLANADVISER gets an inside view of some emerging—and some familiar—defined contribution plan trends.
More Small Plans Looking for an Adviser, TIAA Finds
They want help with investments, participant education and fiduciary responsibilities.
Only 13% of Retirement Plan Participants Seek Out Advice
However, advice seeking increases with age, account balance and annual contribution level.
PBGC Offers Missing Participants Program to DC Plans
A final rule opens the current program to terminated DC plans and small professional service defined benefit plans.
Average Couple Will Pay More Than $150K in 401(k) Fees
Higher-income workers, making $90,000 a year, will pay $277,000, according to America’s Best 401k.
More Detail From Rep. Neal’s Automatic Retirement Plan Act
All employees would have 6% of their income contributed to a workplace retirement plan and have these contributions automatically escalated each year.
micro scope
Professional Groups
Owners’ concerns are saving enough for retirement and reducing their tax liabilities
PANC
2017 PLANADVISER National Conference
Above and Beyond: How Leaders Are Confronting Fiduciary Change and New Market Realities
trendspotting
401(k) Allocations Have Changed
TDFs now comprise 25% of 401(k) assets, largely due to auto-enrollment
Editor’s Letter
The Simplest Fix
My daughters have been receiving an allowance since they were each around 4 years old. It gets divided three ways:...
intro
Education vs. Advice
Part of the reason the qualified default investment alternative regulation—found in the Pension Protection Act of 2006 (PPA)—was viewed as so helpful to participants was because they often...
Tax Reform Could Threaten Small Business Retirement Plan Incentives
The American Retirement Association is calling for small business owners’ retirement plan contributions to be taxed at the business rate.