Tag: Plan Design

Plan sponsors and advisers play critical roles in addressing the gender pay gap and motivating women to save for retirement.

Research shows Generation-Y wants to plan for retirement online as well as on mobile, and they would prefer all the...

DC participants under 30 are among the strongest proponents of TDFs, as well as auto-enrollment and auto-contribution escalation features, a...

People younger than 30 truly are "do-it-for-me" investors.

The free tool allows employers to compare the various costs that go into running a 401(k) plan, including fees for...

“Our survey shows that Congress’ actions to limit state flexibility to address retirement insecurity are seriously out of touch with...

The tool gathers millions of data points to determine participant actions and identify plan-design flaws, while offering solutions.

The solution provides retirement plans with data-driven insights about the health and performance of their plans.

The financial services firm will launch a series of educational webcasts and a new communications vehicle.

Targeted at small employers, this turnkey solution aims to combine Morgan Stanley’s investment and fiduciary services with the administrative and...

The investment firm says it is important to permit them to take partial withdrawals.

A new study by Vanguard offers insight into TDF adoption trends

A new study by LIMRA indicates most workers prefer to save for retirement through their employers, and they value key...

The pullback of the IRS determination letter program calls for a new approach to maintain tax-qualification of retirement plan documents,...

One year after a re-enrollment, the ‘stick’ rate of investment in the default fund remains high, even when some participants...

Procedures for requesting determination letters were modified to reflect the elimination of the five-year remedial amendment cycles for individually designed...

Prof. Robert C. Merton and Dr. Arun S. Muralidhar propose a model for the design of state-run retirement plans.

The process from approving a state-run plan for private-sector employees to implementing it can take two years or more.

Through the interactive interface, plan sponsors can visualize how modifying certain plan design features may enhance participants’ retirement readiness as...

Increase in recordkeeper search activity, movement to institutional fund structures, de-emphasizing revenue sharing and adoption of fee policy statements were...