Tag: Defined contribution

By studying millions of data points, the PruNow tool will seek to identify plan design inefficiencies and offer solutions, while projecting ROI.

New research suggests that total retirement assets in CITs have grown rapidly in the last few years and potential advantages can be very appealing for plan sponsors.

Product development and participant demands may open a wider door for retirement income solutions in the DC space, according to new research by Cerulli Associates.

Many simply do not know enough about them.

Across both DB and DC plans, retirement assets total $19.1 trillion, according to data from a Federal Reserve report on total retirement asset holdings and flows.

The two firms collaborated to launch ClearFit, a turnkey solution for small plans which combines Morgan Stanley fiduciary and investment services with Ascensus administration.

A coalition of advisers and providers is making the case on Capitol Hill that dialing back DOL guidance supporting state-run retirement savings programs for private sector workers is...

GOP lawmakers in the House and Senate suggests it is a federal government overreach for DOL to encourage or require states to offer workplace retirement savings programs for...

A new report by Vanguard offers insight into TDF trends and participant demographics.

A new study by LIMRA shows most workers understand the need to save for retirement and they prefer to do it through their employers with help from their...

Advisers who inquire about family obligations assert that they provide more comprehensive service.

Defining exactly what it means to be “satisfied” with retirement is a difficult matter, complicating the effort to assess the real impact of the global shift from DB...

A revenue ruling reveals compensation tables for use in determining contributions to defined benefit plans as well as the taxable wage based used in permitted disparity contribution formulas...

The updated procedures on determination letter requests comes after the IRS essentially ended its determination letter program.

Plan Power by Prudential evaluates a range of plan design features, so financial advisers can help plan sponsors see how making certain changes could result in positive participant...

The complaint alleges that defendants “reaped significant fees and profits at the expense of the plan and its participants.”

Ted Benna, whom some call the ‘father of the 401(k),’ and Lori Lucas of Callan, offer suggestions to improve retirement security for Americans.