Compliance | May 5th, 2021 SECURE Act 2.0 Passed Unanimously by Ways and Means Committee A rare unanimous affirmative voice vote by the Ways and Means Committee allows the SECURE Act 2.0 to be considered...
Compliance | May 4th, 2021 House Committee Expected to Advance ‘SECURE Act 2.0’ Commenting on the expected legislative action, sources agree the stakes remain high when it comes to addressing the U.S. retirement...
Participants | May 3rd, 2021 DC Plan Participants Need More Than Jargon The way people view and define retirement has undergone a significant philosophical change in recent years, creating a clear and...
Administration | April 22nd, 2021 As More Retirees Remain in Plans, Retirement Income Solutions Follow Sponsors also say the fiduciary oversight and lower fees that come with staying in the plan help participants.
Data and Research | April 7th, 2021 Near-Retirees Flummoxed by Social Security Benefits Respondents to a survey by MassMutual revealed certain topics they have questions about.
Investing | April 5th, 2021 In the Future, the Bias Will Likely Be for Annuities For now, sources say there needs to be more education and a change of thought to help 401(k) plan sponsors...
Data and Research | March 31st, 2021 Employers Asked to Take Part in Meeting Americans’ Retirement Income Needs An economic report discusses Baby Boomers’ lack of retirement readiness and how a new framework for income security is needed...
Data and Research | March 30th, 2021 Participants Prefer Monthly Retirement Paychecks Over Flexible Withdrawals The majority of respondents to a survey by Capital Group also noted they were potentially interested in annuity and lifetime...
Reader Responses | March 15th, 2021 SURVEY SAYS: Would You Invest in an Annuity? PLANSPONSOR NewsDash readers tell whether their companies offer annuities in their defined contribution (DC) plans and whether they would invest...
Opinions | March 10th, 2021 Retirement Income: Key Considerations Peg Knox, with the Defined Contribution Institutional Investment Association (DCIIA), says DC plans need to evolve to prepare participants to...
Ask the Experts | March 9th, 2021 Lifetime Income Illustrations for 403(b) Plans With Annuities Experts from Groom Law Group and CAPTRUST answer questions concerning retirement plan administration and regulations.
Investing | March 5th, 2021 Plan Sponsor Roundtable: Retirement Income Is the Outcome Plan provisions and advice tools can help participants turn their savings into reliable retirement income.
Products | March 4th, 2021 Investment Product and Service Launches Lockton and Morningstar team up to offer adviser managed accounts and firms launch TDFs with guaranteed income.
Benefits | February 9th, 2021 Retirement Benefits Moving Beyond Just a Retirement Plan Holistic retirement programs, which include financial wellness, health and voluntary benefits, put employees in a better position to reach their...
Compliance | January 27th, 2021 Rep. Neal Releases Policy Priorities for Equity in Retirement Security The Ways and Means Committee chairman sets out goals for Social Security benefits, MEPs and automatic features in his list.
Data and Research | January 22nd, 2021 Employees Want More Help From Employers on Retirement More than half of participants surveyed said a guaranteed retirement benefit would best meet their needs.
Data and Research | December 17th, 2020 Financial Education, Protecting Savings Themes for Plan Sponsors in 2021 Defined contribution plan sponsors are rethinking investments, but not much interested in annuities, T. Rowe Price finds.
Products | December 15th, 2020 Annexus Retirement Solutions Launches to Address In-Plan Guaranteed Income The new division of Annexus will focus on “re-engineering” target-date fund (TDF) structures to better enable guaranteed lifetime income as...
Data and Research | December 7th, 2020 DC Plan Consultants Expect a Focus on Retirement Income Consultants underscore the need to focus on outcomes, and a successful path forward relies on designing DC plans to help...
Administration | November 16th, 2020 Refocusing on Retirement Plan Initiatives in 2021 Plan sponsors need education about SECURE Act provisions and should increase their focus on employee financial well-being, webinar presenters said.