A Third-Quarter Dip for Retirement Assets, ICI Says
New information used by the Investment Company Institute results in a downward revision.
Tag: Defined contribution
Would Providing SARs Really Help Participants?
OMB is asking advisers and retirement industry providers for comments about the necessity of providing Summary Annual Reports to participants, and the burden it might create for industry...
The Retirement Planning Uncertainty Principle
Retirement planning research is at least in one respect similar to particle physics: It’s often hard to separate observer from observed.
DCIIA Guide Explores Retirement Income Products
The association wants to help sponsors better prepare participants for retirement.
IRS Releases 2015 Cumulative List
The list of changes in plan qualification requirements is used by retirement plan sponsors and practitioners submitting determination letter applications for their plan documents.
Do Fees Explain DB Outperformance Over DC?
A new report published by the Center for Retirement Research at Boston College offers a historical perspective on retirement plan investment returns by type, dating back to the...
Participant Equity Allocations Up Slightly in November
Though most trading days favored fixed income, large U.S. equity funds received the most inflows.
Number of First-Time 401(k) Savers Jumped in 2015
First-time health savings account usage also increased nicely.
PANC
2015 PLANADVISER National Conference
Value First: Enhancing your profitability and service offering
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Don’t Leave Them Stranded
Helping highly compensated employees maximize their retirement saving
Advisers Play Key Role Institutionalizing DC Plans
Teaching defined contribution plan sponsors to manage money more like their pension plan counterparts—and other large institutions known for efficient investing—leads to better outcomes, experts say.
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Experts Foresee Auto Enrollment Taking Hold
Retirement plan experts also expect defaults to move to 6% or higher
Doctors Seem Financially Fit, But Fall Short
Nearly half of physicians believe they cannot afford to max out their workplace retirement savings plan.
DC Provider Mobile Capabilities Increasing
Retirement plan providers continue to place more emphasis on their mobile presence, according to Corporate Insight research.
Investors Remain Committed to Saving
Only 1.8% stopped contributing to their defined contribution plan.
Road Ahead for Auto-IRAs and Open MEPs
ERISA attorney David Levine offers a few thoughts about the potential road ahead for auto-IRAs and state-run open MEPs for the private sector.
DOL Proposes Guidance on State-Run Plans for Private Sector
States offering retirement planning solutions to private-sector workers got their first look at a few highly anticipated (and increasingly controversial) pieces of regulatory guidance this week.
HSAs Can Be Like DC Plans for Retirement Health Costs
Health savings accounts can be used much like defined contribution plans to save for retirement, and the key to growth is investing them.