Tag: Defined contribution

President Obama raised both hopes and eyebrows when he introduced new proposals for combating America’s retirement crisis during his fifth State of the Union address.

Americans tend to view defined contribution (DC) retirement accounts favorably, and they like the way DC contributions and withdrawals are taxed, research shows.

Results from PLANSPONSOR’s 2013 DC Survey show retirement plan sponsors turn to advisers more for help with investments than for individual participant guidance.

OneAmerica has launched Index(b), an indexed investing option designed for nonprofit organizations.

The Wagner Law Group announced the additions of William Scogland to its new Chicago office and Ellen Stone to its existing Boston office.

Stadion Money Management has added a 401(k) managed account solution to Nationwide’s RIA Managed Accounts Services Platform.

Northeast Professional Planning Group Inc. (NPPG) now offers ERISA 3(16) fiduciary services to assist plan sponsors in day-to-day administration and compliance efforts.

The adoption of smart beta exchange-traded funds (ETFs) is increasing among institutional asset managers, a new study finds.

The American Academy of Actuaries has released a report that provides guidance for evaluating retirement plans.

Defined contribution (DC) plan participants saw average daily transfer activity increase in December 2013 over the previous month, according to the Aon Hewitt 401(k) Index.

Retirement services provider FRA PlanTools released a custom 408(b)(2) checklist product.

A new survey finds that retirement plan participants tend to make investment decisions conservatively.

The National Tax-deferred Savings Association (NTSA) maintains the same core mission as its predecessor.

More employees are participating in employer-sponsored retirement plans, thanks to plan design changes, but there are still improvements that can be made.

The Standard reached an agreement with Access Data to bring defined contribution investment only (DCIO) reporting capabilities to its fund partners.

Chris Blair joined Mercer’s San Francisco office as a principal for the firm’s defined contribution (DC) adviser specialty practice.

Five target-date funds (TDFs) are among the nine funds launched by BMO Global Asset Management.

The Financial Industry Regulatory Authority (FINRA) is soliciting comments on a proposal to standardize and automate account activity and security reviews for its members.

Consulting firm Mercer has compiled a list of the top 10 recommended steps that defined contribution (DC) plans should take over the next year.

Millennium Trust Company released a white paper that addresses the growing problem of uncashed checks faced by retirement plan sponsors.