Tag: Defined contribution

Affluent investors surveyed by Legg Mason identified the decisions they made that have had a positive impact on their investment success.

Whether their plan is soliciting requests for proposals (RFPs) or not, plan officials have the fiduciary duty to understand how their service providers’ Web offerings match the competitions’.

Aon Hewitt’s 401(k) Index shows April was another light trading month for defined contribution (DC) plan participants.

Do-it-yourself (DIY) retirement plan investors are falling behind their peers in meeting certain objectives, suggests a study from Guardian Life Insurance Company of America.

More workers are satisfied with their retirement benefits now compared with five years ago, but satisfaction with other benefits has declined, according to professional services firm Towers Watson.

Fewer Americans plan to rely on a 401(k) account as their main source of retirement income than planned to prior to the recession, according to a recent Gallup...

Seyfarth Shaw, a law firm specializing in employment and benefits law, unveiled a new Employee Benefits Administrative Service Center for retirement plan clients.

Simply measuring the average participant’s retirement savings shortfall will not help employers improve plan outcomes, says Kris Gates, vice president of customer experience marketing with MassMutual.

While nurses spend their lives taking care of others, they often fall behind in taking care of their own financial future, a Fidelity Investments study suggests.

Individual retirement account (IRA) rollovers increased 7.3% during 2013 to reach $321.3 billion in total rolled-over assets, according to financial analytics firm Cerulli Associates.

Small plans underperformed large plans for the first quarter of 2014, pulling the median return for all institutional assets tracked by the Wilshire Trust Universe Comparison Service (TUCS)...

A myriad of factors are driving growth in the DCIO (defined contribution investment only) market, and assets look likely to keep on mounting.

Envestnet, Inc. has enhanced the capabilities of its Impact Investing Solutions platform, through which retirement plan clients can develop socially responsible investing (SRI) programs.

Work will be a part of Baby Boomers’ lives even into the retirement years, a survey finds.

Retirement planning software provider Trust Builders, Inc. is partnering with employee benefits and compliance expert Kristi Cook on the next release of The Retirement Analysis Kit (TRAK) system.

In 2010, the Internal Revenue Service (IRS) launched a large compliance project, the 401(k) Questionnaire.

For the past 30 years, investors, including retirement plan sponsors and participants, have found comfort in fixed-income investments.

TSA Consulting Group, Inc., a provider of 403(b) and 457(b) retirement plan administration services, has acquired Security Financial Resources, Inc.’s 403(b) Plan Solutions Program.

More than half of retirees say they have withdrawn funds from retirement accounts, usually to cover short-term expenses, without a strategy in place to mitigate longevity risk.

The Segal Group revealed plans to expand the firm’s defined contribution (DC) retirement plan services staff.