Participants | January 16th, 2015 2014 Closed With Light DC Plan Trading DC participant transfers favored equities in December.
Administration | January 14th, 2015 Re-enrollment Keeps Micro Retirement Plans Ongoing Unlike established retirement plans with hundreds or thousands of participants, startup plans at small businesses are often at risk of...
Products | January 14th, 2015 PNC Unveils ‘Zero Revenue’ Mutual Fund Platform PNC Retirement Solutions released a zero revenue sharing mutual fund platform for defined contribution retirement plans.
Compliance | January 5th, 2015 District Court Moves Forward Boeing Fee Case A federal district court has denied Boeing’s request for summary judgment on the merits of Spano vs. The Boeing Company,...
Compliance | January 2nd, 2015 Supreme Court Sets Date for Tibble Arguments The United States Supreme Court will hear arguments in the closely watched 401(k) fee litigation case Tibble v. Edison near the end...
Benefits | December 22nd, 2014 DB to DC Move Hits Major League Baseball Two major league baseball teams have discontinued pension plans for non-uniformed staff.
Compliance | December 19th, 2014 The Year in Regulation and Guidance Several regulations and pieces of guidance issued in 2014 will have a lasting impact on retirement plans.
Products | December 19th, 2014 A 2015 Defined Contribution Checklist Continuing an annual tradition, consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution...
Compliance | December 17th, 2014 DOL Puts Out Form 5500 Advance Copies Retirement plan sponsors get a glimpse of any changes in Form 5500 filing requirements from the newly released advance copies...
Data and Research | December 17th, 2014 Little Change in Retirement Assets in Q3 ICI’s latest quarterly assessment shows retirement assets account for 36% of all household financial assets in the United States.
Participants | December 16th, 2014 Participants Acknowledge Investing Ignorance Most employees participate when offered access to a defined contribution retirement plan, but a strong majority also cite worries and...
Products | December 16th, 2014 NAGDCA Publishes Best Practices for DC Plan Communications A guide from NAGDCA lists elements DC plan sponsors should include in participant communications and education.
Administration | December 15th, 2014 DC Plan Use of Company Stock More Restricted The offering of company stock in defined contribution plans has declined since 2005, according to Vanguard.
Participants | December 12th, 2014 Higher Education Employees Set Example for Retirement Savings College faculty and staff are better prepared for retirement than the general population, a survey finds.
Data and Research | December 9th, 2014 TDFs Expected to Capture 90% of 401(k) Contributions Target-date funds are expected to capture almost 90% of 401(k) contributions by 2019.
Data and Research | December 9th, 2014 Fed Data Shows Fewer Own DC Plan Accounts EBRI finds the percentage of all families with an individual account retirement plan, such as a 401(k) plan or an...
Data and Research | December 2nd, 2014 Is Census Data Shorting Total Retirement Wealth? Commentators are questioning the accuracy of Census Bureau data that examines how well off Americans are in retirement.
Compliance | November 26th, 2014 Mandatory Plan Restatements a Plan Design Opportunity As employers enter the last two years of the preapproved retirement plan restatement cycle, ERISA consultants say restatements are a...
Data and Research | November 25th, 2014 Provider Mobile Capabilities Slowly Improve Mobile-optimized sites with transaction capabilities are slowly but surely entering the retirement planning picture, according to Corporate Insight research.
Administration | November 25th, 2014 Changing Jobs Can Be Hard on Millennial Retirement Balances Millennials change jobs more frequently, giving them more opportunities to cash out of their 401(k) plans and cut into future...