Tag: Plan Design

Recent research supports the argument against investors reacting to every market turn and for solutions that automatically rebalance portfolios.

A new rule for retirement plan distributions makes way for high earners to get into Roth IRAs.

Ongoing fiduciary responsibility and spending money on former employees are two reasons to consider amending a plan to include automated...

Targeted messaging could alleviate some of retirement plan sponsors’ fears about employees’ retirement savings adequacy.

CLS Investments, an investment adviser in Omaha, has upgraded its (k)Star program.

Despite concerns about their employees' ability to save enough for retirement, few nonprofit 403(b) plan sponsors use targeted education or...

Specialists in behavioral economics and plan participant technology pool their knowledge to motivate participants to take action. 

The DCIIA has released a FAQ document about new regulations for qualifying longevity annuity contracts in retirement plans.

More investors surveyed prefer a 401(k) over a pension, and they do not want to give up control of all...

The Cumulative List will primarily be used by single employer individually designed defined contribution plans and single employer individually designed...

Employers sponsoring 401(k) plans use a range of employer match formulas and offer a variety of investment choices with lower...

PSCA’s 57th Annual Survey shows plan sponsors are increasing efforts to encourage retirement savings among employees.

Providing a matching contribution and access to an adviser were ranked by plan sponsors as the most important actions to...

Now available on more than 20 retirement plan platforms, the Edge Collective Fund Series brings financial wellness services to plan...

Mobile-optimized sites with transaction capabilities are slowly but surely entering the retirement planning picture, according to Corporate Insight research.

NFP, a broker and consultant, announced the expansion of NFP Marketplace, its private exchange for workplace health care benefits.

 

A survey from Towers Watson reveals some emerging and growing trends in defined contribution plan design, investments, fees and communications.

More than three-quarters of large and midsize U.S. employers that sponsor 401(k) and 403(b) defined contribution (DC) plans say retirement...

More than three-fourths of retirement plan sponsors surveyed give their plans a grade of A or B, but only 61%...

Letitia James, New York City’s public advocate, is readying legislation that would create a board tasked with studying and establishing...