Tag: 401k

New analysis concludes that Social Security benefits, along with 401(k) savings, can provide workers with an annual income level representing more than half of preretirement pay.

Retirement services provider FRA PlanTools released a custom 408(b)(2) checklist product.

A new survey finds that retirement plan participants tend to make investment decisions conservatively.

More employees are participating in employer-sponsored retirement plans, thanks to plan design changes, but there are still improvements that can be made.

Chris Blair joined Mercer’s San Francisco office as a principal for the firm’s defined contribution (DC) adviser specialty practice.

Reviewing firm practices for recommending and marketing individual retirement account (IRA) rollover services will be a 2014 priority for the Financial Industry Regulatory Authority (FINRA).

The Financial Industry Regulatory Authority (FINRA) is soliciting comments on a proposal to standardize and automate account activity and security reviews for its members.

The Department of Labor (DOL) hopes to remove the trustee of a 401(k) plan based in Elgin, Illinois.

Consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution (DC) plans should take over the next year.

Millennium Trust Company released a white paper that addresses the growing problem of uncashed checks faced by retirement plan sponsors.

It’s no secret that the 401(k) market presents a wealth of opportunities for advisers.

It is possible to estimate the amounts necessary to make the value of defined benefit (DB) plans equal to income paid by defined contribution (DC) arrangements.

Total U.S. retirement assets reached $21.7 trillion at the end of September, up 3.9% from the $20.9 trillion measured at the end of the June.

A new report urges U.S. retirement plan regulators to examine and emulate other countries’ efforts to improve employee spend-down options for post-retirement years.

A federal district court has issued a judgment that authorizes the appointment of an independent fiduciary for an Indiana 401(k) plan.

More than half (60%) of 401(k) participants age 55 and older believe they are ill-prepared for retirement, says new research.

State Street Global Advisors (SSgA) appointed Mark Fortier as managing director and head of global defined contribution (DC) research and product development.

Perception is reality—at least when it comes to movements in investor optimism.