Tag: Defined contribution

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...

Ingham Retirement Group added LPL Financial LLC’s employee advice and education solutions to its retirement planning platform.

Millennials continue to be the big challenge for retirement plan participation, Wells Fargo Institutional Retirement and Trust finds.

Average 401(k) account balances have increased 93% since the economic downturn of 2009, according to research from The Principal Financial Group.

The average retirement plan participant’s decision to leave 401(k) assets in-plan or actuate a distribution when leaving an employer often hinges on whether they are retiring or taking...

A paper from Towers Watson recommends, for defined contribution (DC) plans, up to 25% of traditional U.S. aggregate bond assets can be switched to absolute return assets.

Eagle Asset Management has initiated distribution of collective investment trusts (CITs).

The retirement solutions business of Voya Financial (formerly ING U.S.) announced two additions to its Large Corporate Market team.

The expansion of the fiduciary definition proposed by the Department of Labor (DOL) could potentially impede the ability of small businesses to offer employees retirement plans, says a...

A new financial wellness program from Merrill Lynch helps clients assemble and compare competing financial concerns while also shaping an individualized, goal-oriented path towards a better retirement.

Target-date funds are the most popular asset allocation strategy, especially for women, according to data from MassMutual’s Retirement Services Division.

More corporate and institutional clients are seeking investment consultants and financial advisers with expertise in liability-driven investing (LDI), says a report from Cerulli Associates. 

The Internal Revenue Service (IRS) is seeking comments about the definition of real property for real estate investment trust (REIT) investments.

Plan sponsors need to understand key issues as they meet their fiduciary obligations in this changing world, Bob Collie of Russell Investments says.