Tag: Defined contribution

Retirement specialist advisers should take a page from the pension plan playbook in helping DC clients overcome common misconceptions about retirement investing, says Rod Greenshields of Russell Investments.

QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.

Participants are increasing their defined contribution plan salary deferral rates faster than ever before, according to a study by Market Strategies International.

Broadridge Financial Solutions has signed an agreement to acquire the trade processing business of the Wilmington Trust Retirement and Institutional Services (WTRIS) unit of M&T Bank Corp.

Retirement plan sponsors surveyed repeatedly expressed frustration with regulatory complexity and concern about greater worker mobility.

Edison International has petitioned the U.S. Supreme court to drop its review of Tibble vs. Edison International, a closely watched retirement plan fee litigation case involving the company’s...

Plan sponsors and advisers should consider the steps that go into a prudent process for selecting a provider if they want to include a lifetime income solution in...

Nearly nine in 10 households oppose any action by the government taking away the tax advantages of DC retirement accounts.

Just 0.022% of total defined contribution (DC) plan assets traded in December 2014, with a slight majority of days (55%) favoring equities over fixed-income assets, Aon Hewitt data...

A committee tasked with considering a state-established retirement plan for private-sector employees has issued its recommendation report.

PLANADVISER announced today the winners of the second annual Advisers’ Choice Awards, to be handed out at its annual PLANSPONSOR/PLANADVISER Awards for Excellence dinner. The event will be...

Mergers and acquisitions among health care organizations continue to affect not-for-profit health care organizations and their retirement plan investing decisions.

The Securities and Exchange Commission adopted several sets of rules and proposed others related to data collection and reporting for security-based swap data repositories.

Plan Administrators Inc. launched the Co-Pilot 401(k) program, aimed at addressing the challenges faced by retirement plan investors and their advice providers.

Unlike established retirement plans with hundreds or thousands of participants, startup plans at small businesses are often at risk of folding because of weak participation.

Retirement investors and pension funds have not had to wait very long to test their 2015...

A federal district court has denied Boeing’s request for summary judgment on the merits of Spano vs. The Boeing Company, a long-running excessive 401(k) fee case.

A new rule for retirement plan distributions makes way for high earners to get into Roth IRAs.

Recent reports have claimed health savings accounts (HSAs) can be a useful additional tool for retirement saving. But, how feasible is it that employees can accumulate savings in...

Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution plans should take over the next year.