Tag: DC plan

Asset managers can support defined contribution ‘dabbler’ and 'nonproducer’ advisers in managing their practices, Cerulli recommends.

The regulator’s report on the accredited investor definition noted that many only qualify because of their DC plan assets.

Customization will be focused on target-date funds combined with managed accounts, with other options still emerging, according to a new...

Private sector automatic escalation has become commonplace and could incentivize the public sector to do the same, MissionSquare reports.

Yes, as long as they don’t come at the cost of participants’ investment outcomes, according to Wagner Law Group.

Morningstar study sees the pandemic as a "warning" of how economic disruption can stymie new plan creation. 

Only 2.5% of DC plan participants halted contributions to their plans in 2022.

Advisers and plan sponsors should encourage savers to focus on opportunities from the Secure 2.0 Act and on building up...

Insurance powerhouse Gallagher’s pending acquisition of Buck will further its strategy of providing the full scope of financial planning to...

They also say that these accounts help them think about the long term and make it easier to save, an ICI survey found.

Willis Towers Watson believes that sponsors must analyze the retirement adequacy and meaningful benchmarks for individuals or segments of the population.

The consulting firm says that few plan sponsors pay close attention to how their employees allocate their retirement savings.

The “Less Is Not More” study set out to determine whether presenting retirement plan information in a more compact and accessible way increases participation and results in better...

They are on track to replace 75% of their income, compared to 64% for Americans overall.

The new law extends the time a participant has to repay loans from 60 days after an offset to the date their tax return is due.

Additionally, the number of plans with an initial 6% deferral rate for automatic enrollment now surpass those with 3% as the initial rate.

The solutions can help retirement plan sponsors and the advisers serving them easily arrive at a baseline cost for the plan

This is especially a concern, as only 20% believe they are saving adequately for retirement.