Participants | March 3rd, 2015 Plan Design Is One Way to Stanch Outflows Retirement readiness is the loser when participants take distributions before retirement, says BMO Retirement Services in a white paper.
Participants | February 26th, 2015 Participants May Be Overlooking Appropriate Investment Options Nearly four out of 10 retirement plan participants are not familiar with all the investment options in their plan.
Administration | February 25th, 2015 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.
Administration | February 23rd, 2015 Automation Trends Going Strong in DC Plans Advice has taken on new dimensions in the retirement space, according to Cerulli Associates, and is often implemented automatically and...
Compliance | February 20th, 2015 Long-Running Lockheed Martin Fee Case Settled Plaintiffs’ attorney Jerry Schlichter says the settlement is the largest result for a 401(k) excessive fee claim ever levied against...
Participants | February 17th, 2015 Disruptions Take $2.5T Retirement Bite Two-thirds of Americans surveyed have seen their long-term life and retirement plans disrupted at some point, TD Ameritrade says in...
Administration | February 13th, 2015 Managing Risks for DC Retirement Plans Defined contribution retirement plan sponsors are subject to many risks which ultimately put a company’s reputation at risk, experts at...
Administration | February 12th, 2015 Sponsors Active on Pension Risk and DC Cost Cutting An Aon Hewitt survey of pension plan sponsors finds almost two in three could take direct action to curb risks...
Participants | February 11th, 2015 DC Plan Trading Activity Picked Up in January A volatile start to the year on Wall Street fueled higher-than-usual trading activity among defined contribution plan participants in January,...
Participants | February 11th, 2015 Most DC Plan Participants Leave Balances Untouched in 2014 Fewer participants changed their defined contribution plan asset allocations in 2014 than in 2013.
Data and Research | February 10th, 2015 United States Clings to Top-20 Retirement Ranking A hardy banking industry, strong health care services and solid economic performance have kept Switzerland’s retirement system at the top...
Data and Research | February 9th, 2015 How Pensions Impact Corporate Financial Distress A new academic research paper reexamines how pension costs were related to defaults and bankruptcies at high-profile U.S. corporations in...
Data and Research | February 9th, 2015 U.S. Pensions Show Greatest Home Bias in Equities Home-country bias in equity holdings has declined among pension plans globally.
Products | February 6th, 2015 Holistic Attack on ‘Real’ Retirement Problem Dave Ramsey’s SmartDollar takes a holistic approach to retirement education, focusing on behavior and teaching people the basics: budgeting, saving...
Deals and People | January 29th, 2015 California Retirement Plan Consultants Combine QBI, LLC has acquired Strategic Pension Services, Inc. of Irvine, California.
Participants | January 27th, 2015 DC Contribution Rates On the Rise Participants are increasing their defined contribution plan salary deferral rates faster than ever before, according to a study by Market...
Benefits | January 22nd, 2015 Cost of Retirement Income Jumped in 2014 A quarterly analysis from BlackRock finds the cost of purchasing lifetime income units increased significantly in the last 12 months,...
Compliance | January 21st, 2015 Supreme Court Urged to Drop Review in Tibble Case Edison International has petitioned the U.S. Supreme court to drop its review of Tibble vs. Edison International, a closely watched...
Administration | January 21st, 2015 How to Assess Providers for Lifetime Income Plan sponsors should consider the steps that go into a prudent process for selecting a provider if they want to...
Data and Research | January 20th, 2015 Americans Want to Preserve Tax Incentives of Retirement Plans Nearly nine in 10 households would oppose action by the government taking away the tax advantages of DC retirement accounts.