Data and Research | June 8th, 2015 Electronic Disclosure Rules Are So Last Century, SPARK Says Overly restrictive rules make it difficult for plan sponsors to distribute plan information electronically, a paper says.
Administration | June 4th, 2015 PSNC 2015: Designing Plans for Optimal Outcomes What’s your definition of an optimal plan outcome?
Data and Research | June 3rd, 2015 PSNC 2015: Top Trends in Retirement Planning Anyone who has cut their teeth in the retirement benefits space knows perennial change simply comes with the territory.
Compliance | May 29th, 2015 Documentation and Deliberation Remain Critical Post-Tibble Two experienced ERISA attorneys suggest the Tibble fee case ruling is a positive for retirement plan sponsors—highlighting important best practices...
Participants | May 28th, 2015 DC Participants Could More Actively Manage Portfolios An analysis from Aon Hewitt suggests there’s an opportunity for retirement plan participants to be more proactively involved with their...
Opinions | May 22nd, 2015 Managed Account Demand on the Rise “Do it for me” investors opt for professional management.
Benefits | May 20th, 2015 Early Retiree Health Benefits Could See Tweaks More plan sponsors will likely consider altering their health strategies for their pre-65 retirees over the next few years, Aon...
Compliance | May 19th, 2015 Considerations for Retirement Plan Sponsors after Tibble Ruling The U.S. Supreme Court has taken a modest step to ensure the fiduciary “duty to monitor” retirement plan investments is...
Data and Research | May 19th, 2015 Failed Testing an Opportunity to Improve Retirement Plans Failed nondiscrimination testing may mean a retirement plan is not designed to encourage workers to save enough.
Compliance | May 18th, 2015 Supreme Court Reaches Decision in Tibble v. Edison The Supreme Court has vacated and remanded the specifics in the Tibble v. Edison fee case, but its decision seems to...
Products | May 18th, 2015 DCIIA Paper Outlines DC Plan Success Factors The Defined Contribution Institutional Investment Association believes retirement income adequacy should be the primary objective of most DC plans today.
Participants | May 13th, 2015 April Another Light Trading Month for DC Accounts Relatively few defined contribution plan participants enacted trades last month, according to Aon Hewitt.
Products | May 7th, 2015 DCREC Podcast Series Explores Real Estate in DC Plans The Defined Contribution Real Estate Council says commercial real estate can help DC plan participants fight inflation and earn steadier...
Compliance | May 6th, 2015 Industry Hopes for Expanded Multiple Employer Plan Access A new report from Prudential analyzes the U.S. retirement savings gap and recommends legislative action to expand use of multiple...
Data and Research | May 5th, 2015 Pension Conversions Linked to Income Inequality There is a striking correlation between negative pension changes and income inequality, according to a survey by NCPERS.
Products | May 4th, 2015 ShareBuilder 401k Waives Plan Setup Fees The small-plan specialist is waiving plan startup fees for the next two weeks.
Administration | April 30th, 2015 Will DC Plans See More Robo Advice? Defined contribution plans are not likely to use robo advisers in the near future, but may begin to if the...
Data and Research | April 29th, 2015 Plan Sponsors Are Getting the Retirement Message Fidelity’s latest retirement industry snapshot report suggests more plan sponsors are implementing helpful plan design changes.
Compliance | April 29th, 2015 DOL Sues Bank for Excessive Retirement Plan Fees A lawsuit says City National Profit Sharing Plan fiduciaries engaged in self-dealing and conflicted transactions.
Data and Research | April 29th, 2015 Fidelity Reports Record High Retirement Plan Balances Participants in Fidelity retirement plans set new records for account balances and contribution rate increases during Q1 2015.