Tag: Defined contribution

A new online personal financial planning and budgeting tool from ING U.S. enables users to organize, integrate and manage all their money matters on a single platform.

Total U.S. retirement assets reached $23 trillion at year-end 2013, growing 15.6% during the year, according to an analysis from the Investment Company Institute (ICI).

Judging whether conflict of interest rules permit an adviser to recommend rollovers—under both current law and the pending fiduciary redefinition—hinges on three important considerations.

More than half of employees are unsure their 401(k) retirement plan will provide them with adequate funds for retirement, says a new survey.

Ever wonder why so many different regulators are voicing concern over employer-sponsored retirement plan account rollover practices—especially rollovers into individual retirement accounts (IRAs)?

While U.S. workers are more satisfied with their financial situation now compared with five years ago, their retirement confidence still remains below levels prior to the financial crisis.

In the two decades since target-date funds (TDFs) first entered plan investment menus, they’ve gained a reputation as a set-it-and-forget-it strategy that many experts oppose.

Retirement advice professionals must confront some acute challenges in the months and years ahead to ensure their ability to support clients—and grow their own firms—remains intact.

A group of retirement industry representatives recently sent a comment letter to the National Technical Information Service (NTIS) emphasizing the need for uninterrupted access to the Social Security...

A federal court judge has denied a motion for immediate review by an appellate panel of one of the ongoing “church plan” cases.

The International Foundation of Employee Benefit Plans (IFEBP) will recognize the importance of financial wellness and retirement security on the 10th annual National Employee Benefits Day, April 2.

Great-West Lifeco Inc., which owns investment services firms Great-West Financial and Putnam Investments, will combine the retirement businesses of both subsidiary companies.

The ADP Mobile Solutions application, which allows people to access their retirement account information via smartphones, is now available in the Amazon Appstore.

PlanPilot, a retirement plan services consulting firm, is offering a new plan design database that supports higher education retirement plans.

New research from Fidelity Institutional Wealth Services suggests a vast majority of registered investment advisers (RIAs) are simply “accommodating” their retirement plan clients.

A vast majority of Americans report they are worried about health care costs in retirement, but many still substantially underestimate what the expense may be.

Small plans must be given more latitude to mimic their larger counterparts if the nation is to adequately fund its retirement needs, says Kristi Mitchem, of State Street...

Defined contribution (DC) plans outperformed defined benefit plans significantly during the fourth quarter of 2013 and during the whole year, according to a recent analysis.

Most American workers spend less time per year managing an individual retirement account (IRA) than it takes to choose a restaurant on a special occasion, according to an...

Traditional broker/dealers are considering more direct, digitally enhanced advice models to meet competitive demands, according to a new analysis from research and analytics firm Cerulli Associates.