PLANSPONSOR Magazine has published a 2019 ERISA Plan Compliance Calendar that can help your clients track important due dates and requirements for their qualified plans.
Tag: Defined contribution
The term “glide path” resonated with only 4% of participants surveyed by Invesco, despite being the most common term used by advisers, providers and plan sponsors when talking about target-date funds; survey data shows numerous other areas where industry jargon holds back participant understanding.
DC plans are well positioned to significantly add to American’s financial security by adopting retirement income solutions that are currently available in the market today.
Great retirement plans can be found in all industries and geographies, says Mel Hooker at Wells Fargo; what unites them is a sense of purpose and an ability for the employer to see the strategic importance of quality benefits.
In announcing a new digital process for self-disclosures and corrections of plan errors, the IRS also says it is currently developing guidance on “other issues relating to the Employee Plans Compliance Resolution System.”
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.
Sponsors of defined contribution (DC) plans are invited to respond to the annual PLANSPONSOR DC Survey through October 5. The survey is among our largest and most important research project of the year, but we need your clients' help for it to be a success.
Natixis’ head of retirement reflects on the newly published 2018 Global Retirement Index report, which shows the U.S. continues to slip relative to other developed nations in terms of the strength of its system.
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.
New at this year’s conference, advisers will have the ability to earn their PLANSPONSOR Retirement Professional designation while in attendance, and we are particularly excited for our opening evening speaker, the award-winning comedian and actor Jason Alexander.
In a new Bank of America Merrill Lynch survey, 95% of employers who offer such benefits agree that their financial wellness programs have been effective at promoting work force management goals.
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.
According to Fidelity, the enhanced managed account solution combines a personalized digital experience, discretionary investment management, ongoing support and access to a team of professional planning consultants.
Employees of small businesses with retirement plans that include automatic enrollment have far higher participation rates across all demographic variables, according to new data shared by Vanguard.
According to state authorities, the combined savings of the first groups of participating savers is approaching $5 million.