Tag: Defined contribution

A new report by Vanguard offers insight into TDF trends and participant demographics.

A new study by LIMRA shows most workers understand the need to save for retirement and they prefer to do it through their employers with help from their...

Advisers who inquire about family obligations assert that they provide more comprehensive service.

Defining exactly what it means to be “satisfied” with retirement is a difficult matter, complicating the effort to assess the real impact of the global shift from DB...

A revenue ruling reveals compensation tables for use in determining contributions to defined benefit plans as well as the taxable wage based used in permitted disparity contribution formulas...

The updated procedures on determination letter requests comes after the IRS essentially ended its determination letter program.

Plan Power by Prudential evaluates a range of plan design features, so financial advisers can help plan sponsors see how making certain changes could result in positive participant...

The complaint alleges that defendants “reaped significant fees and profits at the expense of the plan and its participants.”

Ted Benna, whom some call the ‘father of the 401(k),’ and Lori Lucas of Callan, offer suggestions to improve retirement security for Americans.

A Transamerica survey found that 34% of Americans believe extending the Saver’s Credit to all filers regardless of income should be a priority for incoming President Donald J....

Commenters expressed concerns that the current definitions would preclude them from using forfeiture accounts to fund the contributions.

Flat-fee models clearly favored by the DOL for being perceived as less conflicted will have a competitive edge in the new fiduciary future.

Plaintiffs suggest their employer should have allowed a single recordkeeper to service its traditional DC plan and its 403(b)—and that it paid excessive fees by paying for distinct...

An investment with lifetime income elements can be a prudent default investment option in DC plans, even if not a QDIA, the DOL said in an information letter.

A wide-ranging economic analysis suggests the top 1% continues to earn vastly more in the markets than the average U.S. citizen; but the middle class is gaining ground...

Broadridge identified three trends driving change in the retirement industry that it says will remain regardless of what happens to the DOL fiduciary rule.

Both employers and employees remained committed to funding defined contribution plans during the year, which saw significant market swings and bouts of uncertainty.