Search results for: the blank effect
Lack of Records Shifts Burden of Proof to Plan Sponsor
A federal appellate court ruled that an employer’s failure to keep adequate records shifts the burden of proof to the employer that it does not owe contributions to...
Will DBs Make a Comeback?
A white paper contends defined benefit (DB) plans are positioned to make a comeback.
PANC 2012: Retirement Income – The Next Generation
Discussions about retirement income offer a chance to get plan sponsors and participants thinking about a holistic retirement solution, according to Ralph Ferraro, EVP, head of product development...
Manage Risk, Don’t Track Error
Research from Russell Investments provides a guide for managing volatility in institutional multi-asset portfolios.
Open Enrollment Experience Makes a Difference for Employees
A strong relationship still exists between an employee’s benefits enrollment experience and their perceived value of the benefits that their employer offers, a study found.
Employers Want to Improve Benefits Communications
More than half of employers surveyed (55.6%) report that the effectiveness of their benefits communication efforts has improved during the last three years.
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Rethinking Lifecycle Funds
Evaluating whether a target-date fund family is still the best solution
DOL Issues Clarification to Participant Fee Disclosure Guidance
The U.S. Department of Labor's Employee Benefits Security Administration issued Field Assistance Bulletin (FAB) No. 2012-02R, which supersedes Field Assistance Bulletin No. 2012-02.
ERISA Plans Given More Time to Comply with Swap Clearing
Employee Retirement Income Security Act (ERISA) retirement plans will have more time to comply with new rules concerning swaps.
SEC Takes Another Step in Regulating OTC Derivatives
The Securities and Exchange Commission (SEC) took another step toward regulating over-the-counter (OTC) derivatives by approving rules and interpretations for key definitions of certain derivative products.
Asset Allocation Not Greatest Influence on Retirement Security
Adopting the perfect mix of stocks and bonds for retirement investments is not the greatest guarantee of saving enough for a secure retirement, a...
‘Secretaries’ Return to the Workplace
The number of administrative professionals with the word "secretary" in their job titles is on the rise.
MassMutual Launches Redesigned Website
MassMutual’s Retirement Services Division rebuilt its intermediary website, www.massmutual.com/edge.
Putnam Appoints Investment Product Leader
Putnam Investments named Scott C. Sipple as head of investment product management and development.
Mutual Funds Record Strong February Inflows
Open-end mutual funds had their strongest long-term flows in nearly two years with an estimated $44 billion in February inflows.
Advisers, Sponsors Can Boost Retirement Confidence
The 22nd annual Retirement Confidence Survey (RCS) by the Employee Benefit Research Institute (EBRI), found workers’ confidence in their ability to afford a comfortable retirement is stagnant at...
ETFs More Cost Effective Than Index Mutual Funds
Invest n Retire, LLC has been a big proponent of using exchange-traded funds (ETFs) in defined contribution (DC) plans, and now it has data to support its stance.
Payroll Tax Cut Extended, IRS Issues Revised Form
The Internal Revenue Service (IRS) released revised Form 941, enabling employers to properly report the newly extended payroll tax cut.
Assets in ETF Managed Portfolios Grew 43% in 2011
Total assets in exchange-traded fund (ETF) managed portfolio strategies rose 43% in 2011, according to a report from Morningstar.
Capping Deferral Limit Wouldn’t Do Much to Fix Budget Deficit
A paper suggests that lowering deferral limits to 401(k)-type plans wouldn’t make much dent in the U.S. budget deficit and could result in workers not saving.