Tag: Defined contribution
micro scope
Small World
Data show micro plans are not simply miniature replicas of the larger-plan space
investment-oriented
Exchange Rates
ETFs continue to be touted as the next best investment for retirement plans, but they are slow to gain traction
retirement income
Funding a Carefree Retirement
Retirement income solutions aim to find ways for savings to keep working so retirees can relax
investment-oriented
Grabbing the Right Option
The QDIA regulations open the door for new default options
beyond (k)
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
trendspotting
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...
servicing strategies
A Wise Choice?
Advisers giving advice through the PPA's fiduciary adviser provision must play by rules that still are not final
servicing strategies
Beyond Data Mining
Recordkeeping services can feel commoditized, but the right choice demands careful consideration
regulatory radar
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),...
dean's list
“Broken” Record
There's been a lot of press devoted lately to the "failure" of the 401(k)
fiduciary fitness
Changing Times
Is it possible to change the matching contributions under a safe harbor 401(k) plan?