Investing | December 27th, 2021 With Pandemic Lessons Learned, Institutional Investors Gear Up for 2022 The first year of the pandemic was defined by a flight to safety, while 2021 brought a risk-on stance and...
Benefits | September 10th, 2021 Defined Benefit vs. Defined Contribution: Understanding the Costs of Each There are instances where a DB plan is the more cost-effective option, but experts say the trend of lower DC...
Compliance | September 7th, 2021 Retirement Reforms Included in Key House Committee Budget Language Legislation drafted as part of the Congressional budget reconciliation process includes a broad mandate for employers to offer retirement plans,...
Data and Research | August 5th, 2021 Strong Savings Persist Despite Financial Strains Workers should be encouraged to improve their fiscal health by creating a financial plan and gaining a full understanding of...
Administration | June 24th, 2021 PSNC 2021: Plan Design Elements to Improve Outcomes Now that the worst of the coronavirus pandemic has lifted and work has largely returned to normalcy, so too has...
Compliance | May 13th, 2021 Senators, Industry Reps Discuss Coverage Gap Solutions Speakers at a Senate HELP Committee hearing highlighted how the defined contribution plan coverage gap is the most severe for...
Participants | May 3rd, 2021 DC Plan Participants Need More Than Jargon The way people view and define retirement has undergone a significant philosophical change in recent years, creating a clear and...
Deals and People | April 27th, 2021 Ascensus Leader Discusses New Private Equity Backing Ascensus CEO David Musto says the deal is about continuing to invest in new capabilities, technology and solutions.
Products | October 16th, 2020 Plan Providers Supplement Lifetime Income Projections Concerned that lifetime income projections on participant statements may not be reliable, providers are offering more personalized online tools.
Benefits | August 13th, 2020 It’s Back to Basics for Benefits Priorities Prior to the pandemic, ultra-low unemployment put a spotlight on ‘lifestyle benefits’ for employees. The COVID-19 downturn has already shifted...
Compliance | August 3rd, 2020 No ‘Earth-Shattering’ Retirement Proposals in Biden Platform Building on Social Security and Medicare are key components of the presumptive Democratic presidential nominee’s promised agenda—though if Congress swings...
Data and Research | July 28th, 2020 Higher Participation Measured, Including in Roth Accounts The steady increase in the use of the Roth 401(k) option comes as overall qualified plan participation continues to increase.
Compliance | June 18th, 2020 Guilty Plea Secured in $15M Retirement Plan Embezzlement Scheme A Texas couple has admitted to submitting more than 90 unauthorized distribution requests from some 20 retirement plans between 2014...
Investing | April 28th, 2020 Participants See the Benefits of Diversification Amid Pandemic First quarter performance data shows well designed defined contribution retirement plans are doing a decent job at protecting the savings...
Benefits | December 20th, 2019 The Six-Generation Workforce Is Here During the next decade, it will become the norm for six generations of Americans to be working together, raising opportunities...
Data and Research | August 26th, 2019 2019 PLANSPONSOR Defined Contribution Survey Open Sponsors of defined contribution (DC) plans are invited to respond to our annual DC Survey. The survey is our largest...
Participants | June 4th, 2019 Aging Global Population Requires a Retirement Rethink As developed countries around the world, including the U.S., see the average age of their population increase, employers must prepare...
Data and Research | December 3rd, 2018 Part-Time Plan Eligibility Would Benefit Latino Workers In addition, state-backed retirement savings plans can assist with providing quality savings opportunities to working Latinos who are not covered...
Data and Research | November 14th, 2018 Having a ‘Planning Mindset’ Associated With Positive Retirement Outcomes Wells Fargo uncovered four specific participant characteristics that correlate with a significantly better financial life.
Data and Research | November 14th, 2018 Fidelity Publishes Global Retirement Guidelines The new guidelines offer a practical framework to help global and regional employers better understand how much money different workers...