Tag: Defined contribution

Exchange Rates

ETFs continue to be touted as the next best investment for retirement plans, but they are slow to gain traction

The Same, but Different

Although new rules may make 403(b)s more similar to 401(k)s, they are very much their own plans

5.9% Projected Growth in DC Assets

Private-sector defined contribution (DC) will grow at an annual rate of 5.9% from 2008 to 2013, though that is a lower rate compared with previous projections based on worsening net flow forecasts, according to Cerulli Associates.

A Wise Choice?

Advisers giving advice through the PPA's fiduciary adviser provision must play by rules that still are not final

2009 ERISA Compliance Calendar for DB/DC/403(b) Plans

Every retirement plan adviser knows that the year is full of various compliance deadlines imposed on these programs by the Department of Labor (DoL), Internal Revenue Service (IRS), and other government agencies under the Employee Retirement Income Security Act (ERISA).

Added Value

How advisers are making a difference

“Broken” Record

There's been a lot of press devoted lately to the "failure" of the 401(k)

Changing Times

Is it possible to change the matching contributions under a safe harbor 401(k) plan?

Road Test

A review of a recent product development

Room To Grow

Micro plans offer good plan designs, but have room for improvement

Size Matters

Benchmarking a plan against comparable ones gives you a true indicator of success

Two-Thirds of DC Plans Use Management Consultant

Sixty-nine percent of defined contribution (DC) plan sponsors use an investment management consultant, according to a survey from the Brookfield, Wisconsin-based International Foundation of Employee Benefit Plans (IFEBP).