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...
Tag: Plan design
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...
Stakeholders in DC Plan Industry Must Come Together for Plan Success
Despite the tremendous progress of the last decade, there remain some “surprisingly different perspectives” among plan sponsors, recordkeepers, and individual participants when it comes to priorities and best...
BlackRock DC Pulse Survey Data Points of Interest
The annual report from BlackRock offers quite a deep dive into the large 401(k) plan population; highlighting many well-known retirement industry trends, but also a few that are...
As Participant Sentiments Improve, Sponsor Decumulation Concerns Increase
Anne Ackerley, head of BlackRock’s defined contribution business, sat down last week with PLANADVISER to offer a sneak peek at the DCIO provider’s latest DC Pulse Survey; the...
Class Certified in ERISA Lawsuit Targeting NYU Retirement Plan
The sizable ERISA suit’s third amended compliant explicitly names as a defendant one of the advisory firms supporting NYU’s retirement plans.
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The Next Big Thing
What could be the next major development, following the passage of the Pension Protection Act more than 10 years ago?
2018 Plan Sponsor of the Year Finalists
The Plan Sponsor of the Year annual award program recognizes retirement plan sponsors that show a commitment to their participants’...
Nearly One in Seven Expects to Continue Working or Never Retire
Only 31% of Americans are confident they will have saved enough by the time they retire.
Empower Retirement Reveals PlanVisualizer System
The interactive technology enables retirement advisers to demonstrate to plan sponsors how modifications in plan design can impact their employees’ retirement readiness, and the shifting cost of providing...
Retirement Industry People Moves
T. Rowe Price brings in new head of CEDT Innovation Center; Kestra Financial adds specialists to adviser platform; USI Consulting hires assistant vice president of retirement services; and...
More Detail From Rep. Neal’s Automatic Retirement Plan Act
All employees would have 6% of their income contributed to a workplace retirement plan and have these contributions automatically escalated each year.
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Professional Groups
Owners’ concerns are saving enough for retirement and reducing their tax liabilities
Employees Support Plan Design Features That Nudge Retirement Savings
An American Century study also found that when offered the option of receiving either a 100% match on 3% of their retirement plan contributions or a 3% higher...
Editor’s Letter
The Simplest Fix
My daughters have been receiving an allowance since they were each around 4 years old. It gets divided three ways:...
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Education vs. Advice
Part of the reason the qualified default investment alternative regulation—found in the Pension Protection Act of 2006 (PPA)—was viewed as so helpful to participants was because they often...
Sixty Percent of Plans Automatically Enroll Participants
While 66% of larger plans use automatic enrollment, only 51% of smaller plans do.
Fiduciary Primer Quiz Reveals Knowledge, Process Shortcomings
Pavilion developed the quiz to gauge the knowledge of investment committee members and other professionals serving in fiduciary roles on ethics, conflict standards and fees.