Dalbar Releases Top 10 Plan Participant Websites
The financial services market research firm ranked TIAA, Fidelity and Principal highest among DC portals.
Tag: defined contribution plans
Maximum Benefit and Contribution Limits Table 2024
Maximum Benefit/Contribution Limits for 2019 through 2024, with a downloadable PDF of limits from 2014 to 2024.
IRS Announces 2024 Contribution Limits
The new limits come with guidance on all the cost-of-living adjustments affecting dollar limitations for pension plans and other retirement-related...
SECURE 2.0: Provisions, Mandates and Uncertainties
Experts review the road map for current and upcoming dates of the retirement legislation.
Vanguard Says Sweeps, Auto Enrollment Still Key in Combatting Savings Gaps
Retirement readiness is strong among many workers, but large gaps remain for plan sponsors and advisers to address.
Private Real Estate Investment Through DC Plans Continues to Grow
Managers continue to push into the defined contribution space, a bet that plan sponsors and advisers will be attracted to...
Keep it Simple: Innovations in Small Plan Advisement, Management
Advisers and small plan 401(k) providers explain how the industry has evolved to do more—but make it feel like less—for...
Schwab Retirement Plan Services Partners With Newport, Conduent to Expand Capabilities
Schwab will offer increased services in nonqualified deferred compensation and defined benefit plans, highlighting a push toward large retirement plan...
The Good Old Days: Was the Pension Era Really as Good as Its Reputation?
Experts point out the flaws in the often lauded 'pension past,' while discussing the benefits and potential of the 401(k)...
Retirement Industry People Moves
Lincoln Financial Group names Vince Garzarella VP; Northern Trust Asset Management names new presidents; Empower promotes Noble to general counsel;...
Passive Mutual Funds Rising, but Won’t Overtake Actives Due to DC Plan “Stronghold”
Passive mutual funds' popularity is growing among investors, but defined contribution retirement plans will help actively managed funds maintain their...
DCIIA Appoints New Head of Retirement Research Center
Pam Hess will take over as executive director of a research center that includes advisory councils staffed with some of...
DCIIA Announces New Adviser Council
The retirement industry association announced three new advisory councils to support advisers, plan sponsors, and institutional consultants.
The Appeal of Guaranteed Lifetime Income Option Is Growing Among Participants
While more participants are looking for a consistent source of income in retirement, they also want the flexibility to change...
Evolution in Investment Vehicles Presents Opportunity
Experts discussed their views on exchange-traded funds and collective investment trusts as emerging investment options during PLANADVISER’s latest Practice Progress...
Will ETFs Ever Break Into the Retirement Plan Space?
The factors that make exchange-traded funds popular with individual investors and financial advisers might be moot points in most DC...
Educating Participants About Lifetime Income Projections Is Key
Retirement plan advisers and plan sponsors are ramping up support so participants will understand newly implemented projected lifetime income illustrations...
Advisers Have Window to Help Women Strengthen Retirement Readiness
A survey shows that, because of the COVID-19 pandemic, many women feel they are on the wrong track for retirement.
T. Rowe Price Agrees to Settle Proprietary Funds Lawsuit for $7 Million
The lawsuit against T. Rowe Price had accused the firm of filling its retirement investment menu with proprietary funds.