Tag: Defined contribution

Principal PlanWorks, from The Principal Financial Group, is designed to improve the retirement readiness of retirement plan participants.

Two United States senators are calling on the U.S. Treasury to address nondiscrimination challenges facing employers that enact soft freezes on qualified defined benefit (DB) retirement plans.

Many self-employed people expect their savings to fund their retirement—but 40% are not saving regularly and 28% are not saving at all, a survey found.

A research paper examines the benefits of moving from a defined benefit (DB) plan to a defined contribution (DC) plan.

Millennial women show strong interest in personal finance but often lack the confidence to take action alone on investment decisions, a study shows.

A paper published in The Journal of Retirement argues that asset-allocation glide paths popularized in target-date funds (TDFs) fail to deliver superior end-point wealth.

Participants in employer-sponsored retirement plans are prepared to reduce 401(k) account contributions to mitigate worries over health care expenses, the Mercer Workplace Survey finds.

The Department of Labor (DOL) won judgment from a federal district court to have funds restored to a retirement plan based in Ayer, Massachusetts.

Fidelity Investments says the average balance of its 401(k) plan accounts rose to a record high of $84,300 at the end of the third quarter.

The 401(k) market’s annual growth rate is holding at 9% and could push total assets beyond $4.2 trillion next year, a report from Ignites Retirement Research shows.

Participation in employer-sponsored retirement plans has been generally stable since 2011.

The key to satisfaction with a formalized financial plan may simply be to write one, a new Spectrem Group research report shows.

Bank of America is moving its $19 billion defined contribution (DC) plan, currently with Fidelity, to the Merrill Lynch platform.

A strategy that is more than 50 years old, smart beta is receiving new attention as investors seek alternatives to passive, index-based asset management.

Returns for target-date and target-risk funds were around 5% for the third quarter, according to Morningstar, Inc.

The Government Accountability Office (GAO) asked the U.S. Treasury and Department of Labor (DOL) to revise electronic disclosure rules governing employee-sponsored retirement plans to improve clarity and protect...

The first half of 2013 saw little change in saving and withdrawal activity among employer-sponsored defined contribution (DC) plan participants, an Investment Company Institute (ICI) study found.

It can improve participants’ portfolio construction, asset allocation and also participant outcomes. So what should advisers tell reluctant plan sponsors about auto re-enrollment?

Customers of the Mutual of America Life Insurance Company can now make account-related changes and execute transactions through a mobile website.

Sapiens International Corporation announced the upcoming release of its Retirement Services Recordkeeping Platform.