Number of Cash Balance Plans Surged 32% in 2013
They now comprise 28% of all defined benefit plans.
Tag: Defined contribution
Using Alternative Investments to Diversify DC Participant Accounts
Advisers can differentiate themselves by showing DC plan sponsors how alternatives can help and how to include them in fund menus.
Trial Date Set for Boeing 401(k) Fee Case
Plaintiffs in the case allege that Boeing breached ERISA fiduciary duties by permitting excessive fees to be charged to 401(k) plan participants.
Mutual Fund Expenses Lower Within 401(k) Plans
401(k) participants invested in equity mutual funds pay less than half the amount of expenses for a retail investor.
Few Americans Saving More for Retirement
Only 19% have increased their contributions in the past year.
Many Workers Wish They Had Started Saving Earlier
The majority are open to automatic enrollment and escalation.
Public Plans for Private-Sector Workers
Significant attention is building around public-sponsored retirement plans for private-sector workers, but what will these plans mean for established industry providers?
Are Open MEPs the Silver Bullet?
In a conversation with PLANADVISER, Russell Investments’ chief research strategist suggests momentum is building for “open” multiple employer plan expansion.
Ease of DC Plan Use Drives Employee Engagement
The median savings rate for non-highly compensated employees increases to 5.9%.
Fiduciary Rule Hearings Kick Off in Washington
There is perhaps no better venue than a marathon Labor Department hearing to show what practices and beliefs most divide an industry.
IRS Webcast Reveals Compliance Unit Activities
The IRS says the webcast will reveal what it’s learned from compliance activities.
ICI Savings Snapshot Shows Individual Commitment
Large data set reveals U.S. workers are engaged in their DC plans and are taking their individual responsibility for saving seriously.
trendspotting
Trendspotting
Annuities Seen as the Better ChoiceAn analysis of systematic withdrawals vs. annuities Art by Michela ButtignolAn academic analysis by Mark Warshawsky, a visiting scholar at the Mercatus Center at...
Data Points
TDF Assets Soar 176%
Between 2009 and 2014, TDF assets have risen from $251.9 billion to $747.5 billion
Student Loans Setting Millennials Back
The onus is preventing many from saving for retirement.
Editor’s Letter
Time to Evolve
We will now be determining the 2016 PLANADVISER Top 100 Retirement Plan Advisers based on on quantitative information from the PLANADVISER...
talking points
Talking Points
Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Guardian Enhances 401(k) Website for Small DC Plans
A retirement planning management system provides education and guidance to positively influence the savings behaviors of plan participants in smaller companies.
Matches, Automatic Features Becoming More Common
Twenty-six percent of 401(k) assets are now in model portfolios and TDFs.