Tag: Defined contribution
trendspotting
Trendspotting
Annuities Seen as the Better ChoiceAn analysis of systematic withdrawals vs. annuities Art by Michela ButtignolAn academic analysis by Mark Warshawsky, a visiting scholar at the Mercatus Center at...
Data Points
TDF Assets Soar 176%
Between 2009 and 2014, TDF assets have risen from $251.9 billion to $747.5 billion
Student Loans Setting Millennials Back
The onus is preventing many from saving for retirement.
Editor’s Letter
Time to Evolve
We will now be determining the 2016 PLANADVISER Top 100 Retirement Plan Advisers based on on quantitative information from the PLANADVISER...
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Guardian Enhances 401(k) Website for Small DC Plans
A retirement planning management system provides education and guidance to positively influence the savings behaviors of plan participants in smaller companies.
Matches, Automatic Features Becoming More Common
Twenty-six percent of 401(k) assets are now in model portfolios and TDFs.
Regulations Are Sponsors’ Primary Concern
Reducing plan costs and reevaluating the investment menu trail regulations for top sponsor concerns.
Retirement Problem Spans Coast to Coast
Find out how your home state performs in a new set of national retirement readiness rankings.
Employee Fiduciary Launches Financial Adviser Directory
An online directory connects plan sponsors to advisers nationwide.
Transamerica, Benefits Provider Partner on Multiple Employer Plan Service
The two companies will handle all of the plan administration.
Match Contributions Help Boost Savings and Engagement
Retirement plan advisers can help their plan sponsor clients fully understand the power of the match and how it can boost engagement in the plan, says a Hearts...
Two in Three Private Workers Offered Retirement Plan
The Bureau of Labor Statistics released its March National Compensation Survey findings.
DOL Sues for 401(k) Fringe Benefit Contributions
The agency says $108,000 in fringe benefit contributions were not forwarded to the Brunk Industries Contractors and Employees 401(k) Plan.
PBI Bank Settles with DOL over ESOP Transaction
PBI Bank will no longer serve as a trustee or service provider for any plan covered by ERISA, with a few exceptions.
Communicating Complicated Benefit Packages
It’s a significant challenge for sponsors of both DB and DC plans to take charge of communications and participant education.
ESOP Sponsor May Have Had Heightened Duty to Disclose
A court has found questions exist about whether a privately-held company had a duty to disclose a contemplated merger to ESOP participants who sold company stock shares.
‘Safe’ Investments Get More Participant Transfers in June
Money market funds received the most inflows from defined contribution plan participant transfers in June.
Auto Enrollment Boosts Participation for Workers 55 to 69
But because defaults are so low, their contributions are lower than those who voluntarily opt in.