Plan Sponsors Should Promote Roth Accounts More
Willis Towers Watson explains the benefits of saving for retirement in Roth accounts and how to promote them to retirement...
Tag: Plan Design
Millennial Women Need a Boost in Retirement Savings
T. Rowe Price suggests a number of steps plan sponsors can take to engage women in saving more for retirement.
(b)lines Ask the Experts – Tips for Reviewing SPDs
“We just received a draft summary plan description (SPD) for our retirement plan for review.
Employer, Employee Decisions Can Change Retirement Savings Picture
The GAO found many individual and employer decisions can substantially raise projected DC plan savings at retirement, especially for low-earning...
Best Practices for 403(b) Plans
403(b)s are still catching up with plan design and fiduciary best practices.
Only 7% of Plans Re-Enroll Participants
J.P. Morgan says both sponsors and participants are missing out on a great opportunity
IRS Withdraws Some Proposed Nondiscrimination Rules
Rules affecting cross-tested plans were included in proposed guidance providing nondiscrimination testing relief for certain DB plans.
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DC Optimization Can Help With Workforce Management
A quality retirement plan can help companies retain top talent and attract highly skilled new employees to offset the talent...
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State-Run Plans Won't Close the Retirement Savings Gap Much
A TIAA executive says, without more aggressive plan designs, state-run plans will struggle.
IRS Offers New Correction for Missed Plan Restatements
April 30 is the deadline for employers using preapproved retirement plan documents to sign an updated version.
(b)lines Ask the Experts – Why Sponsor So Many Retirement Plans?
“I just started to work for a mid-sized health care organization, and it turns out that they have 10 different...
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Lincoln Enhances Small-Business 401(k) Solution
The enhancements include a broader array of investment options.
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Folio/KTRADE Partner to Offer Enhanced Plan Design
The partnership will give DC plan sponsors and their advisers a better way to avoid conflicts of interest, manage plan...
Retirement Plan Review Focus Differs with Adviser Use
Unfortunately, on the bottom of the list of priorities during plan reviews for both sponsors that work with an adviser...
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Prudential to Offer Student Loan Genius to Clients
The benefit allows plan sponsors to use student loan repayments as a catalyst to increase retirement savings.
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White Paper Helps Guide Auto Enrollment Decisions
A white paper from Paragon Alliance Group intends to aid defined...
(b)lines Ask the Experts – Correction for Excluding Union Employees
“My new employer was under the erroneous impression that the right to make elective deferrals to a 403(b) was a...
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Report Offers Guide for Safe Harbor Plan Nondiscrimination Testing
Daniel Schwallie, an attorney with Aon Hewitt’s Retirement Legal Consulting & Compliance practice, discusses the confusion caused by different definitions...
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Retirement Trust for Associations Launched
Empower Retirement has been engaged to market and distribute the plan within the association and nonprofit community.
Reenrollment Gets Participants’ Portfolios on Track
It also can result in much lower investment costs for participants, a Vanguard case study shows.