Tag: Defined contribution

A number of industry groups have recommended expansions to nondiscrimination testing relief for closed defined benefit (DB) plans.

A new analysis from investment intelligence firm Strategic Insight shows plan sponsors have enhanced key features and processes within their retirement plans over the last several years.

Asset management firm State Street Global Advisors (SSgA) says its SPDR Barclays 0-5 Year TIPS ETF began trading this week.

Retirement specialist advisers are more successful than other consulting segments at earning high client satisfaction ratings and increasing key retirement readiness metrics, new research shows.

USI Consulting Group has named David Brisnehan as vice president of retirement services for its Irvine, California, office.

Investment services provider American Century Investments launched a collective investment trust (CIT) designed for defined contribution (DC) participants that incorporates the firm’s One Choice Target Date Portfolios.

Mutual of Omaha Retirement Services named four new regional sales managers to grow business with retirement plan advisers and their defined contribution (DC) clients.

Research from financial analytics firm Cerulli Associates shows the individual retirement account (IRA) market could surpass $9 trillion in total assets over the next four years.

An analysis from financial analytics firm Cerulli Associates finds exchange-traded fund (ETF) use among registered investment advisers (RIAs) has grown nearly 27% annually over the past five years.

Two updated employee retirement planning guides from the International Foundation of Employee Benefit Plans (IFEBP) offer retirement plan participants help with timing retirement and managing pension benefits.

Aside from government and non-electing church plans, is there really such thing as a non-ERISA 403(b), given the rules plan sponsors must follow now?

The Department of Labor (DOL) has received a consent judgment and order allowing it to name a new fiduciary to distribute the assets of a Captiva, Florida, retirement...

The retirement industry has shifted its focus from accumulation to income in retirement, changing the way tools present readiness and income projection.

Marc Horner has joined the UBS Financial Services DC Advisory Program.

Aspire Financial Services LLC added LPL Financial LLC’s retirement advice and education solutions to its plan sponsor support offerings.

Overall retirement income adequacy for Baby Boomers and Generation X households improved last year.

Financial services provider Fidelity Investments finds the average 401(k) balance has continued to increase, ending the fourth quarter of 2013 at a record high of $89,300.

CUNA Mutual Group has rebranded one of its subsidiary companies, CPI Qualified Plan Consultants, to reflect a stronger focus on serving the small retirement plan market.

The Internal Revenue Service (IRS) will host a phone forum next month about the 2013 Cumulative List.

Defined contribution (DC) plans are a critical part of the U.S. retirement system, says a research report.