Tag: Defined contribution

Whether a target-date fund (TDF) series is considered “to” or “through” retirement is not the appropriate basis for determining its peers for comparison, contends Cammack Retirement Group.

More than three-quarters of small business employees who participate in their firms' 401(k) plans have well-constructed, appropriately diversified investment portfolios, according to Vanguard.

Retiring Baby Boomers helped push individual retirement account (IRA) rollovers to $324 billion during 2013, according to Cerulli Associates, with total IRA assets hitting $6.5 trillion by year’s...

One lesson Stuart Ritter, of T. Rowe Price Investment Services, strives to impress on the public is that $25,000 saved and $25,000 borrowed are far from equivalent.

A new study of 401(k) plans shows that more than 50,000 of them failed nondiscrimination testing for the 2012 plan year.

FPS Services, LLC, an affiliate of FPS Group, LLC and a Bluff Point company, has rolled out its Investment Provider Xchange (IPX) platform.

Big mergers and acquisitions have altered the defined contribution (DC) retirement plan industry in recent years, leading some to ask what it all means for sponsors and advisers.

Nearly one-third of workplace retirement plan participants polled have taken one or more loans against retirement savings—and 44% of them later regretted the decision.

Prudential Retirement introduced a line of new technology tools designed to help participants, sponsors and advisers drive higher levels of plan success.

Defined contribution (DC) plan participants bucked the stock market adage of “sell in May and stay away,” continuing recent trends with a light trading month in May, says...

Investment research firm Morningstar, Inc. has launched a service to help institutional investors evaluate funds, investment strategies and asset management firms.

Diane Improta has joined Rocaton Investment Advisors' defined contribution (DC) leadership team as managing director, defined contribution consulting.

In a report sent to Congress and the Department of Labor, the Massachusetts Securities Division (MSD) is asking for improved disclosures to retirement plan participants of company match...

New modeling from the Employee Benefit Research Institute (EBRI) confirms a straightforward truth—workers in the lowest income brackets are least likely to achieve lifetime retirement income adequacy.

401(k) plan participants still do not understand some of the basics about saving and investing in their plans, a survey suggests.

Real estate has a place in defined contribution (DC) plans, the Defined Contribution Real Estate Council contends, but sponsors have concerns over valuation, liquidity and cost.

Retirement plan participation and savings rates are rising due to adoption of automatic plan features, says Vanguard in “How America Saves 2014.”

A federal appellate court ruled Morgan Stanley & Co. and its CEO were not acting in a fiduciary capacity when deciding to make company contributions to two retirement...