The New Vesting Schedule Debate
Significant Retirement Bill Moves Forward in Senate
Sources say the Senate HELP Committee’s measure, called the RISE & SHINE Act, is expected to be combined with a Finance Committee measure into one Senate bill, which will then need to be reconciled with House-passed legislation.
Hopes Remain High for Ambitious Retirement Legislation
Sources say the ingredients for passing a new round of federal retirement planning reforms are in place, but hurdles remain, and the upcoming general elections are a complicating factor.
Getting to Yes
New Transamerica Solution Reflects Small-Market Developments
The firm says its new retirement plan offering, targeted at small employers, is ‘value focused’ and tailored specifically for efficiency.
Plan Sponsor of the Year Nominations Close Monday!
The award is given in many categories to recognize all plan types, so any plan sponsor can be eligible.
More Retirement Industry Trends to Prepare for in 2022
A new year is starting in less than a month, and with it will come new challenges and opportunities across a changing defined contribution plan landscape.
Overcoming Obstacles
The Value of Determining a Retirement Plan’s Philosophy
Industry experts say delving into why a sponsor has a retirement plan can be very instructive for plan design and outcomes.
15th Anniversary of RPAY: Chepenik Financial Services
Jason Chepenik says advisers need to continue to have the courage to try new ideas.
As Pandemic Drags On, Don’t Let Clients Forget the Fundamentals
Advisers should watch out for unwitting partial plan terminations tied to layoffs and lasting damage to employees’ retirement readiness caused by hardship withdrawals.
2021 Plan Sponsor of the Year Nominations Are Open
Do you work with, or know of, a plan sponsor that deserves recognition for going above and beyond? Consider nominating them for a 2021 PLANSPONSOR Plan Sponsor of the Year award.
Considerations When Constructing Plan Committees
Having an odd number of members is sensible, as is pursuing a committee that reflects the employee population’s demographics.
Four Things to Know About Changes to Employer Contributions
Record Low Unemployment Spotlights Benefits Generosity
Plan Sponsors Calling on Advisers to Improve Participant Outcomes
“They are hiring advisers to understand how well their plan is functioning and how to improve it,” Jordan Burgess, with Fidelity Institutional Asset Management, tells PLANADVISER.
Defaults Play a Big Role in Savings Outcomes
They impact participation, contributions and asset allocation, according to a research paper supported by a grant from the Social Security Administration.
Learning from Asset Managers’ Defined Contribution Plans
Companies that help retirement plan sponsors with investments also provide benefits to their own employees; in some ways, assets managers’ plans resemble the broader marketplace, while in others they stand out.
Actions Individuals, Employers and Governments Can Take to Improve Retirement Readiness
Advisers can play a role by encouraging actions by plan sponsors and participants.
