Tag: Defined contribution

Simply measuring the average participant’s retirement savings shortfall will not help employers improve plan outcomes, says Kris Gates, vice president of customer experience marketing with MassMutual.

While nurses spend their lives taking care of others, they often fall behind in taking care of their own financial future, a Fidelity Investments study suggests.

Individual retirement account (IRA) rollovers increased 7.3% during 2013 to reach $321.3 billion in total rolled-over assets, according to financial analytics firm Cerulli Associates.

Small plans underperformed large plans for the first quarter of 2014, pulling the median return for all institutional assets tracked by the Wilshire Trust Universe Comparison Service (TUCS)...

A myriad of factors are driving growth in the DCIO (defined contribution investment only) market, and assets look likely to keep on mounting.

Envestnet, Inc. has enhanced the capabilities of its Impact Investing Solutions platform, through which retirement plan clients can develop socially responsible investing (SRI) programs.

Work will be a part of Baby Boomers’ lives even into the retirement years, a survey finds.

Retirement planning software provider Trust Builders, Inc. is partnering with employee benefits and compliance expert Kristi Cook on the next release of The Retirement Analysis Kit (TRAK) system.

In 2010, the Internal Revenue Service (IRS) launched a large compliance project, the 401(k) Questionnaire.

For the past 30 years, investors, including retirement plan sponsors and participants, have found comfort in fixed-income investments.

TSA Consulting Group, Inc., a provider of 403(b) and 457(b) retirement plan administration services, has acquired Security Financial Resources, Inc.’s 403(b) Plan Solutions Program.

More than half of retirees say they have withdrawn funds from retirement accounts, usually to cover short-term expenses, without a strategy in place to mitigate longevity risk.

The Segal Group revealed plans to expand the firm’s defined contribution (DC) retirement plan services staff.

Defined contribution (DC) plan participants seem committed to keeping their savings in tact as DC accounts make up a growing percentage of U.S. retirement assets.

A new analysis from Putnam Investments, reviewing years of income replacement projection data, finds many retirement savers missed out on recent market surges due to low equity allocations.

Plan Administrators, Inc. (PAi), headquartered in Green Bay, Wisconsin, will open its second office in Sioux Falls, South Dakota, on May 5.

The push for establishing mandatory access to workplace retirement savings provides important insights into the path advocacy groups must take to influence national retirement policy.

Nearly three in four Americans (73%) say they are not more inclined to invest in the stock market, even after a stellar 2013, according to new research from...

A lawsuit brought by the Department of Labor (DOL) recently resulted in a court judgment that orders the fiduciaries of a Columbia, Maryland, 401(k) plan to pay restitution...

Credit unions providing a 401(k) program to 100 employees or more can save money and streamline their administrative tasks by joining a new multiple employer plan (MEP) administered...