Tag: Defined contribution

The Investment Company Institute has issued a report, “Ten Important Facts About 401(k) Plans.”

Advisers say the elimination of tax incentives to save would deter participation and lower savings rates.

The median recordkeeper, trust and custody fee per participant is $59.

Among the eight states studied that offer employees such a choice, the take-up rate of DB plans was 80% or higher in six of those states.

“The headlines that focus on financially troubled multiemployer pension plans miss the point that the majority are healthy,” says Diane Gleave, senior vice president and an actuary with...

A US SIF resource provides practical tips and suggestions.

This is the highest percentage Bankrate.com has noted since 2011.

The study finds most people do not consider tax implications before deciding whether to defer into retirement plans' pre-tax or Roth accounts.

As a general matter, DC Direct Real Estate product structures should accommodate the unique considerations that are important to DC plan fiduciaries, such as investor eligibility, regulatory oversight...

Some providers train call center staff to educate participants about the implications of taking a hardship and other options.

Advisers and plan sponsors may think the sanctions bill doesn't affect them, but it does, according to a Groom Law Group Benefits Brief.

Health crises, job losses and other life transitions can reduce workers’ earnings and cause them to stop saving for retirement.

American taxpayers have paid nearly $70 million to manage the program since 2014, the department said.

DC plan sponsor clients can leverage both TDFs and managed accounts together to maximize outcomes.

Smaller plans traditionally have lagged behind large plans when it comes to embracing best practices under ERISA, but survey data shows the picture is changing. 

More DC plan sponsors are selecting non-proprietary TDFs and CIT TDFs, research finds.

Plan sponsors' fear of plan lawsuits is highly correlated to willingness to discontinue a DC plan in favor of a state solution, LIMRA finds.

Nearly two-thirds, 63%, of those between the ages of 26 and 64 participated in their plan directly or through their spouse.