How to Establish Better Decumulation Options for Future DC Plans
DC experts from TIAA discussed ways plans can help participants utilize their retirement savings at PLANADVISER 360.
Tag: Defined contribution
US Retirement Market Evolves Amid Growth, Challenges
A retirement data expert discusses the aging U.S. workforce, rising Social Security dependence and a retirement coverage gap affecting millions...
Mutual Funds Maintain Lead in DC Adviser-Sold Market
DC adviser-sold plans recorded strong sales overall in Q1 2024, according to ISS Market Intelligence.
Plan Sponsors Increasingly Offer Financial Adviser Services
Participant demand for adviser services is driving demand, according to MFS.
NFP Acquires ACG, Expanding Retirement, Wealth Capabilities
NFP and its Wealthspire Advisors division bring on a Virginia-based corporate retirement advisory, TPA and wealth manager.
Smart Retirement Launches PEP with Transamerica
The new pooled employer plan has gotten early interest from plan sponsors, according to Smart.
DC Plan Council Expects Increase in Real Estate Investing
Real estate allocations can strengthen participant outcomes and reduce volatility, according to the Defined Contribution Real Estate Council.
Americans Appear Committed to Preserving Retirement Savings Despite Market Volatility
Only 2.5% of DC plan participants halted contributions to their plans in 2022.
DB Pension Risk Transfers May Slow Due to Lack of Liquidity
Experts at last week’s PLANADVISER DB Summit discussed the challenges of transferring risk despite high interest rates.
CAPTRUST Acquires $5.8B Texas Firm Monroe Vos Consulting
Monroe Vos founder says joining CAPTRUST will provide scale of economics.
2023 PLANADVISER Adviser Choice Awards
PLANADVISER announces winners of its annual Adviser Choice Awards, to be handed out at the 2023 PLANADVISER Industry Leader Awards...
Adviser Product Partnerships
Lincoln and BPAS partner on DB offering; UNest and Wealth combine kid investing and estate planning; Welton and iCapital team...
Alternatives Get More Consideration Heading into 2023
As traditional asset markets continue to face challenges in 2023, DC plan advisers and plan sponsors are considering alternative investments...
Solving the Liquidity Factor for Alternative Investments in DC Plans
Alternative investments such as private real estate create a liquidity challenge for plan sponsors, but advisers can help find solutions,...
Current Annuities Boom Still Likely Faint for DC-Plan Advisers
Annuity sales are on a tear in 2022, drawing interest, but potentially limited implementation from defined contribution retirement plan advisers...
Think Again: When Should Workers Begin Saving for Retirement?
A new study in the Journal of Retirement argues that if one’s goal for retirement saving is to keep their...
Lori Lucas to Depart EBRI CEO Role After 5 Years at the Helm
Lucas will continue in her current role through the end of 2022 and will help the research organization search for and transition to a new leader.
Advice Demand Buoys Optimism About Managed Account Growth
Survey data from Edelman Financial Engines suggest that, among those who spoke with a financial professional during a significant life...
Why a Regional Bank Feels Well-Positioned for Small-Plan Success
‘We, as the fiduciary adviser, can step in and leverage our investment experience and retirement insights to help business owners...
IRS Private Letter Ruling Addresses DB-to-DC Asset Transfer
While it applies only to the immediate case, the IRS’ approval of a transfer of excess assets from a terminating...