Tag: Plan design

The two firms collaborated to launch ClearFit, a turnkey solution for small plans which combines Morgan Stanley fiduciary and investment services with Ascensus administration.

Retirement plan advisers may find a natural extension of their business model in serving the 529 college savings plan market. 

A new study by LIMRA shows most workers understand the need to save for retirement and they prefer to do it through their employers with help from their...

Hispanic workers born outside of the United States have the lowest retirement plan participation rate of all other workers, but several strategies can help reverse the trend. 

The updated procedures on determination letter requests comes after the IRS essentially ended its determination letter program.

One of the first steps state-run plans for private-sector employees that have been passed are taking is issuing RFPs for recordkeepers and investment managers.

“If there were any doubt about the best interpretation of the church-plan definition, it would be resolved by the position adopted and consistently applied by the IRS, DOL,...

Plan Power by Prudential evaluates a range of plan design features, so financial advisers can help plan sponsors see how making certain changes could result in positive participant...

Defined contribution plan sponsors are looking to negotiate recordkeeping fees, reduce revenue sharing and switch to lower-cost investments, a survey found.

This week our fellow Strategic Insight publication, PLANSPONSOR, is announcing the finalists for the 2017 Plan Sponsor of the Year Awards; find out who is being recognized here. 

Ted Benna, whom some call the ‘father of the 401(k),’ and Lori Lucas of Callan, offer suggestions to improve retirement security for Americans.

Commenters expressed concerns that the current definitions would preclude them from using forfeiture accounts to fund the contributions.

However, small and mid-sized business owners survey by The Pew Charitable Trusts do like the idea of auto-IRAs and other ways to provide retirement plans to employees.

The company also predicts continued changes in adviser fee models and stricter requirements for DC plan loans.

Robo-advisers gained some traction in the DC industry this year, and many have come to see how the technology could work with, rather than against, traditional advisers.

Mercer recommends areas for review that defined contribution plan advisers can go over with plan sponsors.