
Tag: defined contribution plans


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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
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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:...
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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.
With Change to Pension System, Military Members Need Financial Advice
The Department of Defense is initiating the Blended Retirement System on January 1, 2018.
Sixty Percent of Plans Automatically Enroll Participants
While 66% of larger plans use automatic enrollment, only 51% of smaller plans do.
Health Care Organizations Ramp Up Their Retirement Plans
With the health care industry facing many uncertainties, organizations are looking to attract top talent.
MassMutual Offers RetireSMART Ready App
The app generates a personal projection of monthly income in dollars or, if preferred, shows the progress towards a stated financial wellness goal in retirement as a percentage...
2017 a Light Year for Required Plan Amendments
Experts remind retirement plan sponsors of deadlines for 2017 year-end, and also offer some tips.
DOL Issues ERISA Guidance for Plans Impacted by Hurricane Maria, Wildfires
The guidance covers verification procedures, timely loan and hardship withdrawal repayments, and health care coverage.