Practice Progress: 15 Years of Industry Evolution
When PLANADVISER Magazine was founded in fall 2006, the Pension Protection Act had just been passed, and industry professionals were...
Tag: PPA
How to Tear Down Barriers to In-Plan Annuities
Certain policy changes and the right support for plan sponsors could make it easier for plans and participants to embrace lifetime income solutions.
J.P. Morgan Retirement Link Sales Head Dissects Advisory Industry Progress
Charlie Cote, head of Retirement Link Sales at J.P. Morgan Asset Management, reflects on two decades of working with defined contribution retirement plan investors.
DCIIA Calls for More Robust Use of Automatic Features
The organization has issued a report analyzing what is working in DC plans and how the existing tools can be leveraged further.
feature
Fiduciary Crunch Time
Retirement industry providers are preparing careful responses to the fiduciary rule
Small Changes to the DC Framework Could Pay Dividends
Experts range in their confidence about Congress’ desire and ability to enact meaningful retirement-focused legislation, either before or after the upcoming presidential election.
PPA Reduced Lawsuits Against Cash Balance Plans
It also provided guidance about how to convert a traditional pension to a cash balance plan.
DB Pension Funding Still a Battleground Post-PPA
Starting with the Pension Protection Act, the U.S. Congress has tweaked and amended pension funding rules a handful of times in recent years, but has it worked?
QDIA Trends Still Taking Shape 10 Years After PPA
Alongside the use of automatic enrollment, the biggest development in QDIAs in the past 10 years has been the replacement of stable value or money market funds as...
Retirement Security 10 Years After the PPA
While industry practitioners often have deeply held convictions about how to improve the U.S. retirement system, there are already many things plan advisers can do under current legislation...
10 Years Out from PPA, Advisers More Pivotal Than Ever
Advisers are working with more plans today than they ever have—completing more services for more diverse types of clients than was the case prior to the full implementation...
The View on Retirement in Washington Is Changing
In conversation with Anne Lester, one of J.P. Morgan’s leading voices on public policy, we hear about the growing sense of urgency she sees in Washington to help...
SSGA Lobbying Congress on Mandatory Retirement Plan Bill
Following the firm’s open letter to Congress, it is working with key Senate and House members to submit a bill.
Coverage Questions Loom Large Where Small Business Reigns
Areas with low DC plan access tend to be those with more small businesses, according to a new analysis from the Pew Charitable Trusts.
After 10 Years of PPA, Blueprint for ‘DC 3.0’ Has Emerged
While there is still a lot of room for improvement in the U.S. retirement planning system, one DC industry executive suggests the “blueprint for success” has been drawn...
DC Industry Leader Warns Lawmakers Against ‘Snapshot’ Mentality
Franklin Templeton Investments’ DC business leader urges lawmakers and fellow industry pros to take a more holistic view of the U.S. retirement system—and to be thoughtful about planning...
J.P. Morgan Underscores Value of Re-Enrollment
The firm has issued a white paper in honor of the 10-year anniversary of the PPA.
DC Plan Stats Show Effect of PPA
The Pension Protection Act ranked as a top influence on defined contribution plan management in a recent survey.
After Nearly 10 Years of PPA, What Has Changed?
Callan’s DC practice lead looks back over a decade of industry development post Pension Protection Act.
Some DC Plans Not Taking Advantage of QDIAs
Half of plan sponsors do not take advantage of qualified default investment alternative safe harbor protections, a survey finds.