Servicing Strategies
Stretching the Match
An adjustment to the formula can enlarge participants’ savings
Tag: Plan design
Trendspotting
Customization for More Control
Tailoring the plan helps sponsors diversify investments
Small Plans Must Embrace Auto Features, for Employees’ Sake
Employees of small businesses with retirement plans that include automatic enrollment have far higher participation rates across all demographic variables, according to new data shared by Vanguard.
Millennials Benefiting from Retirement Plan Modernization
They are on track to replace 75% of their income, compared to 64% for Americans overall.
Wells Fargo’s Joe Ready Surveys Shifting Retirement Landscape
There is more emphasis than ever before in the DC plan space on identifying the best way to offer a benefit that is not just a to-retirement program,...
DC Plan Loans Require Diligent Management
“Because the Department of Labor views plan loans as investments, they should be treated with the same level of care and scrutiny as any other investment,” says Rob...
Will Your Plan Sponsor Clients Attend PLANSPONSOR National Conference 2018?
While the conference is quickly approaching, there is still time to sign up. All the information you need is here.
IRS Issues How-To Guidance for Prorating Short Plan Years
Two new IRS publications lay out important rules and clarifications for when and how to prorate compensation and benefit limits for short plan years.
Rare Motion for Reconsideration Granted by District Court in ERISA Suit
Legal experts generally consider reconsideration of a judgment an extraordinary remedy, one which will be granted only sparingly; even so, a federal district court has admitted key mistakes...
Assets, Not Age, Will Determine Retirement Date for Many
Defining retirement goals by a particular age can be risky, according to LIMRA Secure Retirement Institute research, as it doesn’t account for the actual savings and assets available...
2018 Plan Sponsor of the Year Winners
Get to know the winners of the 2018 Plan Sponsor of the Year awards; their stories can help your retirement plan clients generate new ideas and embrace progressive...
DC Plan Industry Still Falls Short on Distribution Options
Looking across today’s DC plan marketplace, researchers suggest it is still much more common to see plan designs that are tailored to drive retired or terminated participants out...
403(b) Retirement Plan Exchanges
Brodie Wood, SVP of healthcare, education and not-for-profit markets at Transamerica Retirement Solutions, discussed the efficiencies and benefits a closed MEP can offer not-for-profit 403(b) plans.
ERISApedia.com Enhances Audit Prospecting Capabilities
New features allow users to view Employee Benefit Plan Audit Prospecting ReSource firm histories dating back to the 1999 plan year.
Open MEPs Top DCIIA’s Retirement Plan Coverage Gap Wish List
In a wide-ranging interview with PLANADVISER, DCIIA leaders Lew Minsky and Peg Knox outline their lead policy priorities for the remainder of 2018, including a focused push around...
Cover Story
2018 PLANSPONSOR Retirement Plan Adviser of the Year
Celebrating a commitment to driving excellent retirement plan design and outcomes
Pension Plans Need Help Crafting and Executing De-Risking Strategies
By the end of the calendar year 2017, the discount rate used by companies sponsoring pension plans in the S&P 500 had fallen to the lowest level measured...
Market Volatility Hasn’t Tempered Historically High DC Plan Optimism
The Wells Fargo/Gallup Investor and Retirement Optimism Index remains at a 17-year high, despite a clear uptick in volatility, with the index at +139 in the first quarter;...
ESOP Knowledge Can Provide Real Adviser Differentiation
In an interview with PLANADVISER, Jerry Ripperger, vice president of consulting at Principal, highlights a new, fee website the firm has rolled out to help advisers and their...
DISRUPTION: Insider Service and Strategy Talk With PGIM
In an exclusive interview with PLANADVISER, PGIM Head of Institutional Defined Contribution Josh Cohen offers some guidance to advisers speaking with plan sponsors about litigation, fiduciary risk and...