Tag: Plan Design

Last month, the agency announced changes to its pre-approved plan opinion letter program.

Large employers also tend to include more features in their retirement plans, a Transamerica study of employers finds.

This time of year is a peak time for hardship withdrawal requests, providers say, and call center staff and provider...

Three key factors for successfully adopting nonqualified retirement plans.

Employers expect the cost of offering health care services to increase for the fifth consecutive year, according to the Large...

Best-in-class plan design in addition to financial wellness programs can get retirement plan participants to maximize their savings opportunity.

DiMeo Schneider will be a 3(38) fiduciary investment manager for the program.

A study finds that Americans now need to save more for a comfortable retirement than in the past, and sound...

A change in philosophy is happening quickly and has already materially improved the DC retirement system, according to Catherine Peterson...

However, employees are not confident in government administration of retirement savings, LIMRA found.

“Participant engagement growth has also been driven in part by employers making education more accessible with onsite meetings, webcasts and...

Sixty-one percent of employers now analyze the percentage of their employees on track to replace 80% or more of their...

The organization has issued a report analyzing what is working in DC plans and how the existing tools can be...

A significant amount of small businesses lack a retirement plan; however, a new study by LPL Financial suggests certain tax-incentive...

One suggestion is to give individuals access to smart tools, default options and advice that can help them increase their...

The bill says the state will implement the MEP on or before January 15, 2019.

As the nation moves more to a “gig” economy, the question becomes: How can we prepare part-time employees for a...

The 2017 cumulative list includes provisions for Roth conversions, using lifetime income products in target-date funds (TDFs) and the use...

Michael Barry, president of the Plan Advisory Services Group, discusses what may be confusion among lawmakers about state-run plans for...

The idea seems to be to help employees establish better tax-diversity in their retirement holdings—as well as more controlled and...