Tag: Plan design

Effective methods for determining and benchmarking retirement readiness for plan sponsor clients. 

There’s always a lot of talk about how to improve participant behavior in a retirement plan, but sometimes it’s the plan sponsor that “misbehaves.”

Vanguard’s "How America Saves" analysis highlights industry differences in plan design and participant behavior.

Ascensus announced that plan design tools are now available for financial advisers.

Morgan Stanley Smith Barney (MSSB) has expanded its Global Stock Plan Software suite with OptionEase, a stock plan administration tool for its partnered solutions offering.

Asset International’s Strategic Insight and PLANSPONSOR have unveiled a new version of its Pathfinder provider search tool.

Qualified Default Investment Alternatives (QDIAs) are not a “get out of jail free” card for fiduciary liability.

Almost half (46%) of middle market plan sponsors who switched providers in 2011 say they did so to upgrade their plan, according to a recent Spectrem Group study.

Employer-sponsored retirement plans continue to shift away from defined benefit (DB) plans toward defined contribution (DC) and Roth 401(k) savings plans, according to SHRM’s 2011 Employee Benefits report.

Four out of 10 U.S. employers expect to spend more time governing their employer-sponsored retirement plans over the next two years, according to a survey by Towers Watson.

Great-West Life & Annuity Insurance Company is launching a retirement planning and education program to assist workers when they are eligible to take distributions from their plans at...

Multiple employer plans (MEPs) can provide not only business growth for advisers, but can also help close the coverage gap in America, said Jim Kais, vice president and...

Portico Wealth Advisors, LLC, a registered investment adviser (RIA) and retirement plan consultancy firm, has created a complimentary diagnostic to help retirement plan sponsors fulfill their fiduciary duty.

Multiple employer plans (MEPs) offer great potential as a retirement savings option for small-business owners, says Transamerica Retirement Services, in a recently published white paper.

Withdrawals and other leakage issues should be less of a concern to retirement plan sponsors than other factors, according to a research analyst at Vanguard. 

Much to my surprise, my son went to prom this weekend. 

Loring Ward Total Retirement (LWTR) will provide advisers the ability to work with a range of retirement plan solutions.

I was in London for a few days last week.